Discover and read the best of Twitter Threads about #JUBLINGREA

Most recents (5)

Neil, the IPOBase strategy you shared in your newsletter - which was shared by your friend - was popularized in India by my research which was published in March 2021. It is actually O'Neil's work, but had never been popularized here because no one ever did a #deepdive on it. (1)
But #IPOBase in not only about buying the high of the listing week. It is infact an extremely poor interpretation of the work.

A strategy is not only limited to a setup, what makes it effective is when you manage it according to its nature & potential. (2)
The entire fintwit community took the setup from my research - which was done on all IPOs listed since 2017 and parts of it was published on twitter - but didn't paid attention to the trade management rules which resulted into underperformance for them. (3)
Read 16 tweets
Jubilant Ingrevia Ltd.
#JUBLINGREA

Annual Report 2022 Thread 🧵🧵🧵

Key pointers:
1. Company
2. Speciality Chemicals
3. Nutrition & Health
4. Chemical Intermediates
5. CapEx Plans

Let’s dive in 🥽 Image
1. Company:

Jubilant Ingrevia is a part of the globally-present multi-billion dollar Jubilant Bhartia Group, vertically-integrated Life Science products and innovative solutions provider catering to diverse sectors namely pharmaceutical, agrochemical, nutrition, consumer and Image
industrial customers with customised products and solutions that are cost-effective and conforming to excellent quality standards.

The company has globally certified manufacturing facilities that house critical technology platforms used to develop and deliver a broad portfolio
Read 39 tweets
JUBLINGREA said that its estimated cash outflow of FY23 will be around INR550 crore and for FY24 and FY25 will be INR650 crore and INR600 crore respectively, which are intended to be funded through internal accrual along with reduction in debt.
Q&A Insights: Rahul Veera of @AbakkusInvest asked about the breakup of INR1,250 crore incremental investment. Shyam Bhartia Chairman replied that specialty chemical is INR750 crore, nutrition and health solution is INR200 crore, and chemical intermediates is INR300 crores.
Read 11 tweets
#JUBLINGREA #FY21AR Compiled together some interesting insights from various pages.

Its an extremely informative AR with broad industry & segment wise overview. MUST READ

Lot of moving parts but looks very optimistic & strong growth outlook.

bseindia.com/xml-data/corpf… ImageImage
Read 6 tweets
I believe this company has more potential to become lifescience global major...this is original vam organics.. from which the entire group fortune rises from pharmova to food. Now focused separate company. Avaliable at 10× ebita ,1.4× sales. # ingrevia Image
Jubilant ingrevia is unique company
World's largest produces vitamin B, pyiridines , acetic anhydride, india's largest produces of ethyl acetate, pharma grade ethanol. It's unique KSM company with out any actual peers. It's 40 year old company with great management
High entry barriers with patent and economy of scale... Chemistry is the real asset of Jubilant Ingrevia.
A focused separate management and free cash flow to reinvest in the same business..is a dream combination... last decade Ingrevia literally powered pharmova( acquisition) Image
Read 10 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!