Mr Manish Gupta was delighted to speak with a mentor of Solidarity, Mr Anurag Surana who is a deep domain expert in Specialty Chemicals. With over 35 years experience and a part of the core team that built PI Industries. He is also the Chairman of 2 Specialty Chemical companies in India.
The conversation with him covered many topics
- How Indian Specialty Chemicals companies have evolved over the last 20 years and expected trajectory
- Why most Indian companies should not be severely impacted by US tariffs
- Variables to look out for and questions to ask management teams when gauging whether companies are becoming better Assets
- Mistakes made by long term investors when they obsess over metrics like ROCE without making adjustments for the long gestation investments management teams are making.
Watch the full interview here