Mstack launches Chemstack AI to speed up chemical manufacturing

Mstack has announced the launch of Chemstack AI, a platform designed to reduce chemical synthesis and commercialisation timelines amid a widely reported supply chain crisis in the chemical sector.

With the introduction of Chemstack AI, Mstack aims to address a major bottleneck in the chemical industry relating to the scarcity of specialised process chemistry knowledge for local manufacturing. This platform is promoted as the first closed-loop AI ecosystem in chemical R&D, focusing on the acceleration of molecular synthesis and route commercialisation from approximately 18 months to just a matter of days.

Market context

The launch comes as the sector faces significant challenges in supply chain reliability, driven by rising tariffs and changing geopolitical sentiments, which have resulted in tariffs ranging from 10% to 50% on critical chemical intermediates, particularly for the USA. This environment has increased pressure on local manufacturers, who historically rely on a handful of global suppliers for specialised knowledge and manufacturing capabilities.

The company's commercial strategy reflects these market conditions, with Mstack reporting a tenfold increase in revenue and operational profitability. The business has scaled to serve more than 100 enterprise customers across markets including North America, India, China, and the Middle East, with an internal workforce exceeding 100 employees across data science, artificial intelligence, technology development, R&D, operations, and sales.

Platform capabilities

According to Mstack, Chemstack AI consists of three principal modules. The first, LitreatureIQ, structures chemical literature into knowledge graphs. The second, MSTACK RetroRank, is an AI tool that generates and ranks synthetic routes, reportedly achieving a 98.6% exact match recall and 72.6% Top-1 accuracy. The final module, Experimentation Assist, leverages Bayesian Optimisation to navigate laboratory reaction configurations, creating a feedback loop between AI modelling and laboratory outcomes.

The company claims this closed-loop architecture enables the automation and acceleration of processes that have traditionally been lengthy and reliant on manual expertise. Automation and advanced data analysis are central to the system, which aims to mimic the intuition and strategic thinking of skilled chemists.

Industry adoption

Mstack's customer base includes large agrochemical companies, some of which have reportedly shifted procurement away from Chinese suppliers. The platform is said to support clients in sectors as diverse as coatings, adhesives, sealants, elastomers (CASE), oil and gas, home and personal care, and construction chemicals.

In particular, the company highlights its activities in India's agrochemicals market, where local manufacturing supported by AI-optimised synthesis has improved product quality consistency and yield, reduced cross-border logistics risks, and delivered more competitive pricing through new synthesis pathways.

"We're not just another chemical company-we're fundamentally redefining what's possible when AI becomes the world's smartest chemist. Our 10x growth trajectory demonstrates that the market desperately needs innovation-driven supply diversification, and traditional players simply can't innovate synthesis routes at the speed and scale necessary to create viable alternatives. While others are locked into legacy processes that haven't been reimagined in decades, our AI scales knowledge across domains, enabling us to operate with the efficiency of large commodity players while maintaining the innovation agility of specialty companies," said Shreyans Chopra, Founder of Mstack. 

Business model and expansion

Mstack characterises its approach to manufacturing as asset-light, relying on flexible partnerships and digital capability rather than heavy infrastructure investments. This model has reportedly enabled the company to adapt to volatile macroeconomic conditions and provide customers with alternatives to established supply routes, including onboarding suppliers from the USA, Middle East, Asia, and South Korea while maintaining quality assurance.

Since raising capital from Lightspeed and Alphawave, Mstack has also established R&D laboratories in Hyderabad with over 25 scientists. The company claims successful commercialisation of custom molecules and ongoing expansion into new geographies and sectors.

Future developments

The company is currently developing a broader Chemistry World Model, described as a platform intended to give organisations of all sizes access to advanced discovery capabilities previously reserved for the most resource-rich pharmaceutical and chemical enterprises. This development is intended to expand the scope of possible molecule synthesis and widen commercial opportunities in the sector.

Mstack's recent growth and technological development come during a period where regulatory divergence and supply concentration are being cited by industry experts as key risks to business continuity and product availability within the global chemical supply chain.