“Chemicals” is all we know.

Ajay Joshi Chemicals (AJC) is a boutique advisory and intelligence firm built around a single, non-negotiable focus: the chemicals industry. From chlor-alkali to cathode precursors. From specialty intermediates to electronic-grade solvents with purity specifications that would make a semiconductor fab nervous.

The firm was founded by Ajay Joshi, a chemicals industry strategist who has spent his career operating inside the value chains that others study from the outside. His expertise spans specialty and commodity chemicals—the full periodic table of commercial opportunity, to put it plainly.

AJC serves two distinct, equally demanding client profiles: chemical manufacturers seeking to identify their next high-margin growth engine before the market prices it in, and financial institutions that require conviction-grade intelligence before deploying capital into chemical assets across Asia. Both receive the same analytical rigour.

The chemicals industry is complex, cyclical, and deeply technical. Most advisory firms treat it as a subset of “industrial manufacturing.” We believe that’s a fundamental mistake. You cannot advise on the economics of a fluorine-based intermediate value chain with the same toolkit you use to evaluate a logistics network. The chemistry matters. The process matters.The feedstock origin, the value chain integration, the impending competition—all of it matters, and all of it is invisible to the generalist.

AJC was built around that reality. We bring proprietary intelligence on China's chemical supply chains: capacity additions, policy signals, and trade flow shifts, before they surface in public data. We bring deep-domain expertise across more than 50 chemical value chains. And we bring an analytical voice that industry decision-makers trust precisely because we never mistake confidence for noise.

We don’t follow consensus. We build it.

AJC maintains a deliberately curated client portfolio. We do not scale by volume. We scale by depth. Every engagement rests on three foundations: intellectual trust, operational exclusivity, and the unvarying quality of our intelligence.

We advise chemical manufacturers navigating product portfolio transformation. Investment banks structuring chemicals M&A and sector mandates. Sovereign wealth funds conducting pre-investment diligence on chemical platforms. Private equity firms evaluating strategic value creation across portfolio companies. And global strategy consultancies that require specialist depth on chemicals engagements they are not structured to deliver alone.