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Chemicals &
Performance
Materials.

Rigorous market intelligence across specialty chemicals, agrochemicals, petrochemicals, polymers, and advanced materials — serving global producers, distributors, and investors navigating one of the world's most complex industrial value chains.

80+
Chemicals engagements completed
16yr
Sector experience
10
Chemicals markets covered
$1.1B
Decisions supported
Coverage Areas

The full spectrum of
chemicals.

01 · Specialty Chemicals

Specialty & Fine Chemicals

Market sizing, application segment mapping, customer concentration risk, and competitive dynamics for specialty chemical producers serving automotive, electronics, construction, and personal care end markets.

Application mappingPricing powerCustomer risk
02 · Agrochemicals

Agrochemicals & Crop Protection

Pesticide and herbicide market dynamics, farmer adoption behaviour, channel partner economics, and regulatory environment mapping across India, Southeast Asia, and African agricultural markets.

Farmer researchChannel economicsRegulatory
03 · Petrochemicals

Petrochemicals & Downstream

Cracker economics benchmarking, derivative demand forecasting, feedstock security analysis, and competitive positioning for integrated petrochemical complexes and downstream converters.

Demand forecastingFeedstock analysisBenchmarking
04 · Polymers & Plastics

Polymers, Plastics & Composites

Packaging industry intelligence, engineering plastics demand, bioplastics adoption, and circular economy readiness research for polymer producers, compounders, and brand owners across Asia.

Packaging demandBioplasticsCircular economy
05 · Performance Materials

Advanced & Performance Materials

Technical textiles, adhesives, sealants, specialty coatings, and electronic materials — market entry, competitive benchmarking, and M&A intelligence for high-performance material producers.

Technical specsM&A DDMarket entry
06 · Coatings & Adhesives

Coatings, Adhesives & Sealants

Architectural and industrial coatings market sizing, channel partner research, waterborne vs solvent transition dynamics, and competitive landscape mapping across South and Southeast Asian markets.

Channel researchVOC transitionsCompetitive maps

Questions we've answered for
chemicals clients.

These are the actual questions clients bring to us. We've answered some version of each of them, multiple times, across multiple geographies.

What is the real demand for waterborne coatings in India's industrial market — and how quickly will the regulatory push actually accelerate the solvent-to-water transition?
We're a European specialty chemical company entering India. Which application segment offers the fastest path to scale, and which local distributor should we not touch?
Our agrochemical brand is losing shelf share to generics in Maharashtra. Is this a price problem, a brand problem, or a channel problem — and what's the fix?
We're acquiring a specialty adhesives business in Southeast Asia. Are the revenue numbers real, how concentrated is the customer base, and what are the switching cost dynamics?
Which Indian chemical manufacturers are credible OEM partners for our European coatings formulation — and who can actually meet our technical and regulatory standards?
What does the bioplastics transition actually look like for Indian packaging converters — who's leading, what's the cost barrier, and when does the inflection point hit?
Chemicals Case Studies

Evidence of
decisions made better.

CH.01 · Specialty Coatings · India

$75M India Market Entry Decision

A global specialty coatings company evaluating an India greenfield vs. acquisition. NEO ran distributor economics research, OEM customer interviews, and competitive positioning analysis across 6 end markets. Decision made in 8 weeks.

Greenfield chosen · 3 OEM partnerships secured
Read Case Study
CH.02 · Agrochemicals · South Asia

Generic Threat Assessment: Crop Protection

Branded agrochemical manufacturer facing rapid generic incursion in key Indian states. Farmer purchasing behaviour, channel loyalty drivers, and price elasticity research across 400 farming households.

Pricing strategy reset · 12% share recovered
Read Case Study
CH.03 · Performance Materials · M&A DD

$120M Adhesives Platform Acquisition DD

Commercial due diligence on a Southeast Asian adhesives and sealants business. Customer concentration verified, contract portability assessed, and two undisclosed competitive threats surfaced prior to close.

2 hidden risks surfaced · Earn-out structured
Read Case Study
Chemicals Intelligence

Latest chemicals
thinking.

Market Report

India's Specialty Chemicals Inflection: Winners and Losers in the China+1 Era

March 2026
Strategy Brief

The Waterborne Transition in Industrial Coatings: Real Demand vs. Regulatory Fiction

January 2026
Due Diligence Note

What Chemicals Acquirers Miss: Customer Concentration and Contract Portability

November 2025
Chemicals Practice Leadership

The team behind
the intelligence.

RV
Partner & Chemicals Practice Lead
Rajiv Verma

18 years in chemicals and materials strategy. Led 40+ market entry, competitive intelligence, and M&A mandates across specialty chemicals, polymers, and agrochemicals in Asia. Former A.T. Kearney.

MS
Director — Agrochemicals
Meera Sharma

Specialist in agrochemical market dynamics across South Asia. 14 years of farmer research, channel intelligence, and crop protection competitive benchmarking across India, Bangladesh, and Sri Lanka.

TH
Director — Performance Materials
Thomas Heinz

10 years in European and Asian specialty materials M&A intelligence. Technical background in polymer chemistry with commercial experience across adhesives, coatings, and composite materials.

A chemicals decision
you need to get right.
Brief the Chemicals Practice →

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Report accessible to unlimited users
Rights to print / edit
40 hours of post-sales assistance by Market Analyst
20% or 70 hours customisation
Direct access to Lead Analyst
Organisation-wide intranet / presentation rights
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