Chemical companies like Aarti, Jubilant, and Gujarat Fluoro are expected to recover with stronger earnings growth due to their capex investments. The sector has bottomed out, and emerging sectors like EV batteries and consumable industries show growth potential. According to Rohan Gupta, Director at Nuvama Institutional Equities, the agrochemical-focused companies may see a recovery after one or two quarters, while most of the chemical companies are already experiencing recoveries. Gupta believes that the sector earnings have bottomed out and there will be a gradual recovery from Q4. He is positive on the overall sectoral growth and expects the specialty chemical sector to perform well in the next one year. Gupta also mentions that companies like Gujarat Fluoro, Jubilant Ingrevia, and Aarti Industries are likely to see growth and continuous recovery due to their investments in emerging sectors. He highlights the opportunities presented by the Indian chemical industry, including domestic demand and the global growth scenario. Gupta concludes by stating that the sector has bottomed out in terms of earnings and expects sharper earnings growth in FY25 and FY26 due to the operating leverage.