Whalesbook
Asal mein, CII ne ek dum solid leadership team set ki hai jo India ke business policy ko next level par le jaane wali hai. R. Mukundan, jo Tata Chemicals ke MD aur CEO hain, woh ab President ka charge sambhalenge. Unke saath honge Shashwat Goenka, RP-Sanjiv Goenka Group ke Vice Chairman, as Vice President. Aur Bharat Biotech ki Suchitra K. Ella banengi President-Designate. Yeh log chemical, diversified business, aur biotechnology jaise alag alag sectors se hain, jisse policy decisions mein sabka fayda ho.
Yeh Leaders Kya Karne Wale Hain?
R. Mukundan ko chemical industry mein 30 saal se zyada ka experience hai. Shashwat Goenka ka group power, green energy, chemicals aur retail mein faila hua hai. Aur Suchitra Ella ne biotechnology aur healthcare, khas kar vaccine development mein kamaal dikhaya hai. Inki combined expertise se important growth sectors ke liye policy ko streamline karne mein help milegi.
Industry Ko Kaisa Boost Milega?
Indian chemical industry tezi se badh rahi hai, aur lagbhag 18.31% tak manufacturing value add karne ka target hai 2026 tak. 'Make in India' aur PLI schemes jaise government initiatives se manufacturing ko kaafi support mil raha hai. Specialty chemicals, jo pharma, electronics aur renewables ke liye important hain, woh bhi ek bada growth area hai. Budget 2026 mein bhi chemical parks aur MSMEs ke liye support rakha gaya hai.
Mukundan ki company Tata Chemicals, jo soda ash aur specialty products banati hai, uska market cap lagbhag ₹19,411 Crore hai. Haalanki, sales growth aur return on equity thoda kam raha hai, Morgan Stanley ne recently 'Overweight' rating di hai aur recovery ke signs dekhe hain.
Aur Goenka Group ki flagship company CESC Ltd., jiska market cap ₹24,125 Crore se lekar ₹247.36 billion tak hai, uska P/E ratio 15.17x-15.68x ke aas-paas hai aur analysts ka ispar bharosa hai. Yeh company 3 million se zyada consumers ko electricity deti hai aur isne achhi sales aur profit growth dikhai hai.
Risks Kya Hain?
Sab kuch achha hi nahi hai. Chemical sector mein raw material ki prices aur supply chain mein issues aa sakte hain. Tata Chemicals ko bhi sales growth aur ROE ke mamle mein challenges face karne pad sakte hain. Dusri taraf, CESC regulatory oversight mein kaam karti hai, jahan policy changes tariffs ko affect kar sakte hain. Aur iska Debt/Equity ratio 1.17 hai, jo economic slowdown mein thoda risky ho sakta hai. Agar 'Made in India Brand Scheme' jaise initiatives zyaada competition badha de ya overcapacity ho jaye, toh bhi dikkat aa sakti hai.
Aage Kya Expect Karein?
Analysts chemical industry ke liye strong growth dekh rahe hain, aur India ek bada exporter ban sakta hai. Manufacturing sector ko 2035 tak GDP ka 25% banane ka target hai. Nayi CII leadership sustainable manufacturing, tech adoption aur export competitiveness ko badhava dene ki koshish karegi.