Discover and read the best of Twitter Threads about #DeepakNitrite

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Detailed Analysis on #DeepakNitrite🧪🧪

Monopoly in the Chemical Sector👑

CMP - ₹2,213

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1. Introduction
-Deepak Nitrite is one of the leading chemical intermediates manufacturers of basic as well as specialty chemicals.
-The company initially started off with small-scale manufacturing of sodium nitrite and sodium nitrate and gradually widened its product portfolio
to offer more than 100 products to more than 1000 customers across 30 countries.
-It has its presence in Basic Intermediates, Fine & Specialty Chemicals, Performance Products and Phenolics.
-Deepak Nitrite Ltd (DNL) has been a front runner in tapping import substitution
Read 47 tweets
A Short thread on management execution- A case study on #DeepakNitrite 🧪🧪

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Example 1:

In Q4FY11 Concall, the management mentioned that the Dahej greenfield project (for
forward integration of DASDA) and some brownfield expansion in the Nandesari plant these
two projects will help the company to exceed Rs 1,000 crore revenues in the next
two years.
At that time their revenues were around Rs 660 crores in FY11. And after two years i.e., if we check their FY13 annual reports we get to know that their revenues stood at around Rs 1,095 crores. So the management guidance was perfectly achieved.
Read 9 tweets
Deepak Nitrite Analysis !!
#Deepaknitrite

A detailed thread below 🪡🧵
About -

Deepak Nitrite is a chemical manufacturing company based out of Gujarat, India. It's a leading manufacturer of organic, inorganic, fine & speciality chemicals. It's manufacturing facilities are located in states of Gujarat, Telangana & Maharashtra.
Financial Summary -
Q3 FY22 (YoY)

Revenue were at Rs.1748 Cr.⬆️41%
PAT at Rs.242 Cr.⬆️12%
EBITDA Rs.378 Cr.⬆️11%
Read 19 tweets
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
How Weekly SuperTrend protected us from huge drawdowns

Complex exit rules lead to confusion and i like supertrend because it is very simple.

Examples -
#Deepaknitrite
#JubilantIngrevia
#Sequent
#Alkylamines
#Balajiamines
#Neulandlab
#Nocil

1. #Deepaknitrite
Read 9 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

Like & Retweet for better reach 🧪👨‍🔬
Read 14 tweets
#Deepaknitrite Q3 2022 Concall Highlights 🧪🧪

Operational Highlights

1. The revenue for the quarter was ₹1748 cr it was up 41% YoY as against ₹1240 Cr in same quarter previous year
2. EBITDA margins stood at 22% translation to EBITDA of ₹378 Cr
Continued robust revenue momentum was fuelled by solid growth trajectory in Phenolics
3. In Q3 FY22, the company has achieved highest ever top line in a quarter, both on standalone and consolidated basis

4. Business segments are interwoven, this means that if prices of
Read 13 tweets
Chemicals are all around u. And contrary to popular belief, they’re not all bad for you! While artificial chemicals have earned bad reputation, it can't be denied tht they hv helped save billions of lives, increased human productivity, & completely changed the way we live.
(1/n)
#DeepakNitrite is a 51 years old intermediate chemicals company, with a diversified business of Basic Chemicals, Fine and Specialty Chemicals, and Performance Products.
(2/n)
It is one of the top 3 global players in xylidines, cumidines and oximes, and a leader in India for inorganic intermediates and phenols.

Deepak Nitrite’s product portfolio is very diverse, with historic market leadership in quite a few of them.
(3/n)
Read 5 tweets
#DeepakNitrite

#Thread 🧵

VISION: To become the FASTEST GROWING Indian chemical intermediates company.

Three Approach:
1⃣ RIGHT to WIN
2⃣ INTEGERATION
3⃣ IMPORT Substitution

#deepakntr
1/ Image
#deepakntr
2/
1⃣ Right to WIN

"We are very focused on ensuring that what we invest in, it is something that is sustainable in the medium/long term & wherever possible we tie up with good anchor customers so that but we should be able to manage the biz. in the worst of times,." Image
#deepakntr
3/

2⃣ INTEGERATION - Like a tree with strong roots, Deepak has and is growing taller with fresh branches and new off-shoots to fulfill its growth aspirations.

So, integration in backward, forward, horizontal & vertical.

P1: Simple process
P2: Integrated process ImageImage
Read 21 tweets
#LaurusLabs #DeepakNitrite #BalajiAmines - Posting Q2 Concall Snippets 🙏 Deep Dive Before their Upcoming Q3 Results. A 🧵 15 Companies 🙏

(Our Team Has Worked Really Hard.If You feel it's Valuable, RT/Share To Educate Investor Community ♥️)
Read 4 tweets
We have found a probable secret🤫to finding multi-baggers like

⚡RACL Geartech 346%
⚡ION Exchange 168%
⚡Deepak Nitrite 167%

(1 year return)

Read the🧵to find out how.
Retweet🔁to reach maximum #investors

#stocks
First, we need to know that how do a company become multi-bagger?

𝗕𝘆 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗶𝗻 𝘀𝗵𝗮𝗿𝗲 𝗽𝗿𝗶𝗰𝗲

But how do share prices increase🔼

-Earnings growth
-Sudden momentum
-Big Investors "buy"
-Regulatory changes
-Management changes
-other factors

#StockMarket
Among the above factors, few are out of our reach.

But we can always analyse from 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗴𝗿𝗼𝘄𝘁𝗵🚀

Revenue🔼
𝗠𝗮𝗿𝗴𝗶𝗻🔼
Profit🔼
𝗥𝗢𝗘🔼

Find companies that are focusing on 𝗠𝗮𝗿𝗴𝗶𝗻 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻 & hence increasing its 𝗥𝗢𝗘💯

#investors
Read 7 tweets
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🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨

#StockMarket #stocks
@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁

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@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁

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💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 tweets
A Detailed Thread on #JubilantIngrevia as Promised

Let's start with the #Technicals to time the Entry

A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout

For Investment I use the Weekly Chart with 10EMA ImageImage
Let's Deep Dive into the Fundamentals of #JubilantIngrevia

Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany

They are into Speciality Chemicals ,nutraceuticals and Life Sciences

Revenue Split and Region wise Revenue in the Below Presentation Image
Who are its Competitors ?

Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene

Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that

Its a competitor to other Speciality Chemicals like Balaji Amines also in some
Read 14 tweets
Here are some downstream derivatives for #phenol
#Deepaknitrite will be doing 700 Cr capex for the products which are used in paints & coatings , lifesciences.
Check the following list & comment what can be downstream derivatives of #phenol ?
Like and retweet for more learnings🧪
Read 5 tweets
#deepaknitrite
@nishkumar1977
Info Thread on DN
Deepak Nitrite Upcoming Expansion Plans for next 6 months
1/Large CoGen Plant to help margins.
2/ Brownfield expansion for Pharma and Agro intermediaries
3/ New Phenol Derivative products.
4/ IPA Capacity to double 60,000 TPA.
Important Event -> Anti Dumping Duty on Phenol can be a huge game changer (Currently provisional anti dumping duty has been imposed ). Can add about 100 - 150 crores to bottom line if it gets approved.
Deepak nitrite already has bough 125 acres of land for future expansion.
Technically currently its bearish but right at support levels of 750 - 755.
Q2 numbers should be healthy with speciality chemicals and phenolics perfroming well . Performance products should be laggard again but better than Q1. Expecting an eps of 10 plus this quarter.
#Chart
Read 3 tweets
#DeepakNitrite

To all the Serious investors, I am sharing a method to calculate.

Future Stock value, based on the PE-EPS model. There are many complex models available. But, I follow a very simple method.
We know that

Stock CMP=PE*EPS.😀

In order to find the future value of the stock, we need Future PE and Future EPS. Right!!!!

So,

Future Stock Price=Future PE * Future EPS.😎
So, let us do it for my favorite stock

I collected the stock price monthly data from bseindia.com by clicking the following link. You can also download it from here.

bseindia.com/markets/equity…
Read 14 tweets
#DeepakNitrite manufactures Basic #Chemicals, Fine & Speciality Chemicals and Performance Products.
Major products of the company are #Phenol #Acetone #Cumene #DASDA #Inorganic Salts #Xylidines #Toluidines
#Revenue Mix and #Location details as below:
Company’s turnover entails from the Domestic Revenues which stood at 58% of Total Revenues and the rest 42% came from Exports
Recently company has started commercial production of #Isopropyl Alcohol #IPA.
Isopropyl alcohol is mixed with water for use as a rubbing-alcohol antiseptic. It is also used in aftershave lotions, hand lotions, and other cosmetics.
Read 26 tweets
API molecules are made by connecting fragments/intermediates. This joining process-synthesis takes place in the presence of ´solvent´. When India is taking a giant leap in manufacturing APIs, it needs thousands of liters of solvent
Listing some commonly used solvents here
Ethanol, Methanol
Toluene, Xylene
Acetone
THF, DMF, DMSO
Dioxane
Acetonitrile
DCM
Ethyl acetate
Diethyl Ether
Cyclohexane
Acetic acid

Find out companies who make them or which solvents are being imported

India needs ´Atmanirbhar´ supply chain for becoming competitive
Surprised to know that India is import dependant on Acetic acid. About 75% is made from methanol. The biological route accounts for only about 10% of world production, for the production of vinegar as many food purity laws require vinegar used in foods to be of biological origin
Read 9 tweets

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