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Crude Impact On Chemical Sector 🧪🧪oil

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The crude oil prices have made new highs and are sustaining above 100$/ barrel levels. Due to global tensions and supply disruption challenges, the natural resource is expected to continue the uptrend. Image
The uptrend in crude oil prices will have a direct impact on the petrochemical derivatives and downstream products of crude oil, thus impacting the margins in the chemical sector.
The aromatic compounds such as benzene, toluene, xylene etc are direct petrochemical derivatives, thus higher dependency of the chemical companies on the petrochemical value chain will result in margin erosion.
Read 23 tweets
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.

In this 🧵 we have studied value chains of various businesses

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Read 14 tweets
#Aartiindustries Q3 concall highlights

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Operational Highlights

1. Revenues for the quarter stood at ₹2376 Cr, with a robust growth of 100.1% YoY

2. Both the Pharmaceuticals & Specialty Chemicals segment outperformed during the quarter
3. Revenue expansion during the quarter includes cost escalations passed on to the customers due to substantial increase in raw material prices as well as fuel and logistics costs
4. Accrual of termination fees in respect of the long-term contract of ₹631 crores resulting in higher revenues. As a result, EBITDA includes ₹611 Crs during the quarter.
Read 18 tweets
Its weekend...and time for deep dive for next #megatrend in the making ..

Can #textiles be the sector in 2022 what did speciality chemicals used to be in 2016-17??

Yes you are right speciality chemicals baskets have been 15-20 baggers in the last 5 years

(1/n)
#Navinfluorine from 270 in 2016 to 4000 in 2021
#Vinatiorganics from 200 in 2016 to 2200 in 2021
#Aartiindustries from 135 in 2016 to 1200 in 2021
And lots many…

First of all, let us understand what’s exactly changed during 2016 for speciality
chemicals and can history repeat itself in the case of textiles:

Flashback 2016:

Back in 2016 china had a dominant market share of 67 % in speciality and commodity chemicals.
Due to rising Air pollution, Chinese regulations decided to shut down chemical factories
Read 23 tweets
#valiantorganics Update :
1. OA capacity expanded to 4800 MT
2. ONA (Raw material for OA) capacity increased to 7200 MT. It will increase the margins. (New Product)
3. #PAP #paraaminphenol Production started. 200 MT in Q1 and expected to be 2300 MT in FY22. Total capacity 9000MT
4. Increased the stake in bharat chemicals from dhanvallabh venture LLP ( from 40 to 50%)
5. #bharatchemicals capacity of #paracetamol increased to 9000 MT
6. Raw material price increased in Q1, which will be passed on in Q2. #OA,#ONA,#PA,#PNA,#PAP will started contributing
7. New capex for #apis (chemicals for APIs). Mostly for apis manufactured by #aartiindustries and #aartidrugs
Intermediates will be manufactured for following APIs :
1. Ranolazine
2. Benazeprill
3. Elagolix
4. Pranlucast
5. Moxifloxacin
6. Ramipril
7. Montelukast
8. Quinapril
Read 4 tweets
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

👉🧵
Read 4 tweets

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