Specialty chemicals platform screening
Screened Indian specialty chemical manufacturers across three sub-sectors for a strategic investor: ownership mapping, revenue benchmarking and target shortlisting.
The investment path
From opportunity screen to investment decision.
Engagements may cover a specific investment decision or the broader evaluation process, from initial screening and feasibility through financial assessment and investment committee consideration.
Opportunity screening
Which products, sites and routes merit capital, and why now.
Market and feasibility
Demand, competition, pricing, feedstock and offtake, tested against the proposed capacity.
Business case and TEFR
Process route, CAPEX and OPEX, financial model, sensitivities and risks.
Investment decision
Board and investment-committee papers, lender and partner materials.
Execution support and growth
Partners and JVs, technology licensors, expansion and performance tracking.
Scope of work.
Strategy and structuring
- Corporate and portfolio strategy
- Greenfield and brownfield evaluation
- Manufacturing platform strategy
- Site and location assessment
Evaluation and modelling
- Techno-economic feasibility (TEFR)
- CAPEX planning and capital allocation
- Financial modelling and sensitivities
- Manufacturing economics and cost of production
Decision and delivery
- Investment committee and board support
- Partnerships, JVs and technology licensing
- Market entry and expansion
- Execution support
What the evaluation establishes
Core considerations in an investment case.
- Domestic and export demand sufficient to fill the proposed capacity at a viable price
- Cost of production against imports and against incumbent producers
- The route to scale: greenfield, brownfield or acquisition, at acceptable risk
- The states, clusters and incentive schemes that change the economics
- The technology licensors, partners and offtakers to bring in, and on what terms
- Evidence required for investment-committee and board consideration
Representative mandate types
Investment advisory in practice.
Selected engagement examples; client identities remain confidential.
Industrial products sector attractiveness
Market size, competitive structure and player profiles for a corporate development team evaluating the Indian industrial components sector.
Manufacturing sub-sector platform mapping
Mapped fragmentation, identified platform candidates and assessed roll-up potential in a precision manufacturing sub-sector for a PE fund.
Specialist engineering, environmental and regulatory assessments are undertaken with experienced domain experts, complementing the strategic, commercial and financial evaluation.
Evaluate the investment before capital is committed.
Mandates may begin with a proposal, site, target or expansion plan, with scope defined around the required market, technical and financial evaluation.