Amidst bleak times due to the coronavirus pandemic, the specialty chemical space is one bright spot. There are three important factors, which are the driving force behind euphoria in this space.

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One, import-substitution, two, taking advantage of the market that China may vacate because of the global geopolitical turmoil and three, diversification. What does it really mean? Are all companies going to benefit or there are going to be clear winners? To put all this all in perspective and to understand this sector better, CNBC-TV18’s Nisha Poddar caught up with Radhesh R Welling, managing director at Navin Fluorine, Koushik Bhattacharyya, director-financial advisory at Avendus Capital and Vinati Saraf Mutreja, MD and CEO of Vinati Organics.