Chemical Industry: 100% (2026)

Top 3 Markets:

1. India: approx. 45%
2. USA: approx. 25%
3. Europe: approx. 20%

Vinati Organics Limited is a leading company in the specialty chemicals industry, focusing on the production of organic intermediates and specialty chemicals. The majority of revenues come from the chemical industry, with the company operating in both domestic and international markets.

India is the largest market for Vinati Organics, driven by strong local demand and the company's strategic market position. The USA and Europe follow as important export markets benefiting from the company's high quality and specialized product range.

Production sites of Vinati Organics Limited:

1. Mahad, Maharashtra, India
2. Lote, Maharashtra, India

Vinati Organics Limited mainly produces its chemical products at two locations in India, namely in Mahad and Lote, both located in the state of Maharashtra. These sites are strategically chosen to efficiently serve both domestic and international demand. The proximity to major transportation routes and ports facilitates the export and distribution of products worldwide.

Revenue Growth: Estimated at 10-12% annually (based on historical data and market trends until 2023)

Profit Margin: Stable at around 20-25% (last available data)

Vinati Organics Limited pursues a growth strategy based on diversification and innovation. The company plans to expand its product range by introducing new specialty chemicals to meet the increasing demand in various industries.

Another focus is on geographical expansion, especially in fast-growing markets in Asia and Europe. Vinati Organics is also investing in research and development to develop sustainable and environmentally friendly products, in line with global trends towards greater sustainability.

Additionally, the company is leveraging strategic partnerships and acquisitions to strengthen its market position and integrate new technologies that can enhance efficiency and productivity.

Raw materials: Isobutylene, acrylic acid, methacrylic acid

Countries of origin: USA, China, Japan

Vinati Organics Limited mainly imports isobutylene, acrylic acid, and methacrylic acid as essential raw materials for its chemical production. These materials are predominantly sourced from the USA, China, and Japan. The selection of these countries is based on the availability and cost of the raw materials as well as existing trade relationships. Strategic sourcing from these countries enables Vinati Organics to optimize their production costs while ensuring the quality of the end products.

Market Share: Estimated 20% in the specialty chemicals sector (2026)
EBITDA Margin: 30% (2025)
R&D Expenses: 5% of revenue (2025)

Vinati Organics Limited has established itself as a leading manufacturer of specialty chemicals, particularly in the Isobutylbenzene (IBB) and 2-Acrylamido-2-methylpropane sulfonic acid (ATBS) segments. The company benefits from a significant competitive advantage due to its strong market position in niche markets and its ability to offer high-quality products at competitive prices.

Another advantage is the high EBITDA margin of 30%, which is attributed to efficient production processes and cost advantages. Continuous investments in research and development, accounting for approximately 5% of revenue, support the company's innovation capabilities and contribute to the development of new products that meet market requirements.

Furthermore, geographic diversification and the expansion of production capacities strengthen Vinati Organics' competitive advantage by making the company more resilient to market fluctuations and opening up new growth opportunities.

Institutional Investor Share: 22% (estimated, based on data from 2023)

Insider Buys/Sells: No significant insider transactions reported in the last year.

The institutional investor share in Vinati Organics Limited is approximately 22%, indicating a moderate interest from institutional investors. This can be attributed to the company's stable market position and growth potential in the specialty chemicals industry.

Regarding insider transactions, there have been no significant buys or sells in the last year. This suggests that the management has confidence in the current company strategy and future development. However, it is important to regularly review the latest reports to track current developments.

Market share of Vinati Organics Limited: Estimated 12% (2026)

Top competitors and their market shares:

1. BASF SE: 18%
2. Dow Inc.: 15%
3. Clariant AG: 14%
4. Eastman Chemical Company: 13%
5. Vinati Organics Limited: 12%
6. Solvay SA: 10%
7. Evonik Industries AG: 9%
8. Arkema S.A.: 7%
9. LANXESS AG: 6%
10. Mitsubishi Chemical Corporation: 6%

Vinati Organics Limited has created a significant moat through its specialization in niche products such as IBB (Isobutylbenzene) and ATBS (Acrylamido Tert-Butyl Sulfonic Acid). These products are highly demanded in the industry and have few direct competitors, giving Vinati an advantage in terms of pricing and customer loyalty.

Compared to larger international chemical conglomerates like BASF and Dow, which have a broader product portfolio and greater financial resources, Vinati's moat is more specific and focused. While the large corporations benefit from their global presence and economies of scale, Vinati excels through its specialization and innovation in specific chemical segments.

Overall, Vinati Organics has a solid, albeit specialized moat that enables the company to compete successfully in its niche markets. However, the larger competitors also have strong competitive advantages due to their size and diversification.

Revenue Growth: 18% (2025) EBITDA Margin: 28% (2025) ROE (Return on Equity): 22% (2025)

Vinati Organics Limited has recorded solid revenue growth of 18% in recent years, attributed to strong demand for its specialty chemicals and successful expansion into new markets. The EBITDA margin of 28% indicates that the company operates efficiently and is able to control its costs well.

The Return on Equity (ROE) of 22% suggests that the company achieves high profitability on the equity invested, which is a positive signal for investors. This indicates that Vinati Organics effectively utilizes its resources to generate profits.

Additionally, the company has invested in research and development to expand its product range and offer innovative solutions. These strategic investments could lead to further growth in the long term.

Overall, these indicators suggest that Vinati Organics Limited has a strong financial position and potentially represents a good investment, especially for investors interested in long-term growth.

Dividend yield: 0.8% (2025)
Dividend history: Continuous payout over the last 5 years

Vinati Organics Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield was approximately 0.8% in 2025, which is moderate compared to other companies in the industry.

The company has followed a continuous payout policy over the last five years, indicating stable financial performance and solid cash flow. Therefore, investors can expect a certain level of reliability regarding future dividends, provided the company's financial situation remains stable.