9 months ago
Indian chemical firms face Chinese dumping and US tariff pressures
Indian chemical companies are having a tough time because of two big problems.
First, Chinese companies are selling chemicals in India at very low prices, which is called dumping.
This makes it hard for Indian companies to compete.
The Indian government has tried to help by putting extra taxes on these Chinese chemicals.
Second, there is uncertainty about new taxes that the US might put on chemicals, which also affects Indian companies.
Some companies are waiting to buy chemicals until they know what the prices will be.
Even with these problems, Indian chemical companies are still selling a lot of chemicals, but they are making less money because of the low prices from China.
The report says that the biggest problem is the extra chemicals coming from China, and this is the main thing hurting Indian companies.
Indian chemical companies face significant risks from Chinese dumping and US tariff uncertainties.
Chinese dumping involves selling chemicals at artificially low prices, harming Indian manufacturers.
The Indian government has imposed anti-dumping duties on several Chinese chemical products.
Companies like SRF Chemicals, Deepak Nitrite, and Atul are severely affected by these pressures.
Despite challenges, volumes in the sector remained resilient during the second quarter and first half of FY26.
- Who
- Indian chemical companies, Chinese manufacturers, US government
- What
- Pressure from Chinese dumping and US tariffs affecting Indian chemical industry
- Where
- India, with implications from China and the US
- When
- Ongoing, with recent report published on November 24, 2025
- Why
- Chinese dumping creates unfair competition, US tariffs create uncertainty, project execution delays impact the sector
Key facts
- Date
- November 24, 2025
- Report Author
- Systematix Research
- Key Risks
- Chinese dumping, US tariffs, project execution delays
- Affected Companies
- SRF Chemicals, Deepak Nitrite, Atul, ARTO Chemical
- Affected Segments
- Phenolics, advanced intermediates, packaging films, technical textiles, agrochemicals
- Government Response
- Anti-dumping duties on Chinese chemical products
Quotes
Systematix Research
A research firm that published a report on the domestic chemical industry
“The impact of Chinese overcapacity and dumping remains the most significant and persistent headwind”
thehindubusinessline.com