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Thread on #CleanSciences & #CamlinFineSciences 🧪🧪
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Read other articles on chemical sector :
valueeducator.com/basics-of-chem…
What is Competitive advantage ?
“A condition or circumstance that puts a company in a favourable or superior business position”.
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Read other articles on chemical sector :
valueeducator.com/basics-of-chem…
What is Competitive advantage ?
“A condition or circumstance that puts a company in a favourable or superior business position”.
A business is said to be on a competitive advantage when it could offer the same product to consumers which the competitor offers but at substantially lower prices, thus benefiting the consumer on cost benefits and cutting down the competition by lowering the margins.
The arbitrage of margins between two companies depends on the process innovation and reduction in manufacturing cost.
Clean sciences technology ltd and Camlin fine sciences ltd are two prime examples for the above case study.
Clean sciences technology ltd and Camlin fine sciences ltd are two prime examples for the above case study.
#Camlinfinesciences Q3 2022 Concall Highlights 🧪🧪
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Operational Highlights
1. Revenue grows QoQ grows by 22.4% to ₹380Cr fuelled by robust demand
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Operational Highlights
1. Revenue grows QoQ grows by 22.4% to ₹380Cr fuelled by robust demand
2. Gross margin improves by 166 bps QoQ to 46.7% despite the inflationary trend in raw material and logistic costs
3. EBITDA margin improves by 719 bps QoQ to 14.5%
4. Sustained performance despite annual maintenance shut down in Diphenol Plant in Europe
3. EBITDA margin improves by 719 bps QoQ to 14.5%
4. Sustained performance despite annual maintenance shut down in Diphenol Plant in Europe
Revenue split
1. Shelf life: 31%, Blends: 32%, Performance chemicals: 36% ,Aroma chemical: 1%
Operational Highlights
1. Lockheed martin deal production will start from FY24
1. Shelf life: 31%, Blends: 32%, Performance chemicals: 36% ,Aroma chemical: 1%
Operational Highlights
1. Lockheed martin deal production will start from FY24
