SRF503806Specialty chemicals
Morgan Stanley maintained underweight on SRF after Q2 results showed margin pressure
By ScoutQuest · · 1 min read
- R32 supply expansion year
- 2027
Heard on business television between 08:52:26 - 08:55:26 IST.
- MS said non-fluoro vertical dragged consolidated gross margins, reflecting raw material cost inflation and sequential demand softness after a strong Q1.
- Chemical segment was broadly in line with expectations according to MS.
- MS stays cautious in the near term, expecting India's R32 supply to expand materially in 2027.
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Source: Live TV News Channel · 23 Oct 2026
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