Notes on chemical sector:
- Fluoroploymers industry will likely see consolidation over next few years.
- There are only 5 naturally occurring compounds that contain C-F bond. Hence, the body does not know how to handle them, making C-F carrying drugs easier to kill cancer cells, viruses, bacteria etc.
- Navin Fluorine International does CDMO in pharma – no other Indian listed entity is into this space.
- Tesla sources batteries from Panasonic and brands them as Tesla
Source: Prabhudas Lilladher
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