Polyethersulfone prices in India rose 5% during August 2025 as export orders surged, tightening domestic supplies. September pricing remained largely flat with minor declines expected. October trends should be similar. November may see gains from export momentum, December could correct as overseas demand cools and local consumption stays unchanged.
The final quarter of 2025 presents mixed prospects for India's Polyethersulfone market. Last month's performance offers important clues about what lies ahead.
August brought a notable 5% price increase for Polyethersulfone compared to July figures. Export demand was the main driver here - overseas buyers placed substantial orders that soaked up available supply and left domestic markets somewhat squeezed.
Production levels stayed normal during August as manufacturers juggled competing demands from home and abroad. Regular buying continued from water treatment and filtration companies, but other sectors took a more cautious approach. Medical device makers, automotive suppliers, and electronics manufacturers kept their purchasing conservative. Many local buyers simply waited, unwilling to pay the higher prices.
The supply situation reflected this export boom. Even with Bisphenol A feedstock costs dropping - which should have helped producers' margins - local stocks remained tight. Companies prioritized their international contracts over domestic sales. Monsoon weather caused some distribution hiccups, yet plants kept running at typical capacity. Strong interest from buyers in Asia-Pacific and Europe kept Polyethersulfone export values firm.
Downstream activity painted an interesting picture in August. The automotive sector delivered mixed results. Total vehicle production was up 8% from last year, but passenger car sales dropped 9% due to poor dispatch numbers. Two-wheelers and three-wheelers fared much better. Export shipments also helped, keeping demand reasonable for Polyethersulfone used in lightweight, heat-resistant car components.
Electronics proved more reliable. Exports of electronic goods jumped 26% year-on-year, with smartphone shipments climbing 39%. Exports to America doubled, which sustained steady Polyethersulfone consumption for electrical applications.
September likely saw prices flatten out with some minor downward movement. Export orders had stabilized by then, domestic buying stayed moderate, and lower raw material costs provided breathing room. October should follow a similar pattern with small price drops as car companies trim their purchasing for inventory reasons and international customers become selective before year-end planning begins.
November looks different. Polyethersulfone prices could climb about 2.7% as export orders pick up again. Buyers from Asia-Pacific and European markets are expected to return, while electronics companies ramp up production for year-end schedules and export pushes. This renewed activity should tighten domestic availability and push Polyethersulfone prices higher. Manufacturing will probably continue at standard rates, but limited stock levels should support better pricing.
December may bring some correction as markets find balance again. Export demand could moderate from November peaks, while domestic consumption stays steady but not strong enough to maintain the price gains. With feedstock costs under control and production running smoothly, Polyethersulfone should end the year on stable ground.
Looking at Q4 overall, India's Polyethersulfone industry will move through alternating periods of stability and recovery. Export performance continues to be the key factor driving Polyethersulfone price movements.
