By , ET BureauLast Updated: Jun 10, 2025, 05:51:00 AM IST

considers Atul and Vinati Organics as top picks. "Atul's end-user demand improved in FY25 with key projects like the 50 KTPA liquid epoxy resin plant commissioned," the brokerage mentioned in a report, assigning a target price of ₹8,450.

Vinati Organics has commissioned plants for antioxidants (AO) and other products. Its revenue from AOs grew to ₹220 crore in FY25 from ₹130 crore in FY24, making it the largest double-integrated AO manufacturer in India. Motilal Oswal has assigned a target price of ₹2,195, reflecting a healthy long-term growth outlook despite supply risks from China. The stocks of Atul and Vinati were last traded at ₹7,457.6 and ₹1,875 on Monday on the BSE.In coming quarters, sector performance will hinge on input cost trends, crop price recovery, and rebound in export markets. Analysts maintain a cautious stance, projecting margin stress despite supportive policy measures.