Nepal, Sept. 18 -- The specialty chemicals and advanced intermediates industry in India is undergoing a structural shift, with semiconductor-related opportunities opening new growth avenues. Global supply chain diversification away from China, combined with rising demand for high-purity chemicals, is creating a strong runway for Indian players positioned in high-entry-barrier markets like semiconductor-grade photoresists.

Acutaas Chemicals Ltd, with a market capitalisation of Rs. 12,001 crore, is one such stock in focus. The company's shares currently trade at Rs. 1,466, delivering a stellar one-year return of 85.23 percent, reflecting investor optimism around its expanding portfolio and leadership in niche high-purity chemicals.

Busine...