Himadri Speciality Chemical sees no impact of US tariffs on exports
Himadri Speciality Chemical, India’s largest speciality carbon black manufacturer, said it has not seen any impact of the recent US tariffs on its exports. According to CMD and CEO Anurag Choudhary, the company has been able to retain its American customer base despite higher prices caused by the tariff changes.
Choudhary said the company’s long-standing relationships in the US market are stable, adding that it has been supplying products there for the past five years. While export volumes to the US are currently flat, Himadri reports rising volumes in other global markets, particularly Europe and West Asia.
The US, Europe, and the Middle East remain key global destinations for the company’s speciality carbon black and chemical products. Himadri recorded strong overseas demand in the first half of FY26, and the management expects the second half of the financial year to be even stronger as export momentum continues.
At present, exports account for around 33 per cent of Himadri’s turnover. The company aims to increase this share to more than 50 per cent within three years, supported by its supply reach across 54 countries. Himadri is also expanding its logistics capabilities, including new liquid-pitch export terminals at New Mangalore Port.
In speciality carbon black, the company plans to double capacity to 130,000 MT per year through a brownfield expansion to be completed by the end of the third quarter of this fiscal.
Additionally, Himadri is setting up India’s first and the world’s largest integrated plant for anthraquinone and carbazole, highly technical speciality chemicals with significant applications across industries. The facility, located in Hooghly, West Bengal, will require an investment of around ₹120 crore and is expected to be commissioned in the second quarter of the next financial year. Himadri aims to use the new plant to supply both the domestic market and global customers.
Editor’s View
The statement that “Himadri US tariff impact is negligible” is noteworthy for the tyre industry because speciality carbon black is a critical raw material in tyre manufacturing. If premium-grade carbon black continues to find stable demand even in tariff-affected markets like the US, it signals two things:
- High-quality carbon black suppliers may remain insulated from short-term price shocks because tyre and rubber manufacturers prioritise performance over marginal cost increases.
- With Himadri planning to double capacity, global tyre-industry sourcing could see new supply-chain resiliencem especially for speciality grades used in EV tyres, high-performance tyres, and industrial rubber applications.
As the company boosts exports and expands speciality chemical production, tyre makers in India and abroad may benefit from stronger domestic supply options, reduced import dependency, and improved access to advanced carbon-based materials. In a market where consistent quality matters more than ever, stable exporters like Himadri could quietly shape the future material ecosystem for tyre manufacturers.
