Discover and read the best of Twitter Threads about #Jubilant

Most recents (8)

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Read 18 tweets
Mission 1 Lakh share price

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Read 6 tweets
➡️Demergers unlock significant value for shareholders.

Recent examples:
#Jubilant Lifesciences
#CESC
#Arvind
#TataCommunicaitons
#Strides

➡️ Sharing 10 very interesting 'Potential Demergers' which can create some serious #wealth !!

~ ~ Short Thread ~ ~
1. #GHCL (Gujarat Heavy Chemicals Ltd)

→Demerging the Chemicals & Textile business is on the cards.

Possibility in 2 quarters.
2. Piramal Enterprises (#PEL)

→Three way Demerger possible :

~ RealEstate
~ Pharma(CDMO)
~ NBFC

Possibility in 2 to 3 quarters.
Read 12 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
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

(3/n)
Read 7 tweets
New Position: #JUBILANT
Long @ 721.5

#Shakeout

Risk 0.6% on portfolio. Image
2nd Entry: #JUBILANT
Long @ 752

Total open risk 1% on portfolio Image
#JUBILANT

Booked 1/3rd @ 875.

Little extended + Old resistance above.

Having 3 entries 722, 752 & 760. Now stop trailed at breakeven. Image
Read 4 tweets
1/N

Indian Investors have converted this famous WB quote to buy “quality” at any price! IMHO this is one of the costliest incidences of Chinese whisper!!!!!

However today I look at #Jubilant FoodWorks which appears to be a fair company at absurd valuations Image
2/N

My observations basis limited history of 10 yrs

Positives
•Remarkable past execution (30 mins delivery)
•Excellent historical growth
•Great Return Ratios (ROCE, ROE)
•Reasonable growth expectations going forward Image
3/N

Negative

•Doesn’t own the brand!! (Risk of dispute not factored)
•Questionable Promoters (Tried to extract a royalty for using the “Jubilant” brand. This for a co. which pays royalty to use #Dominos brand!!)
•Growth Slowdown (from ~40% to ~15%)
•Decline in return ratios
Read 6 tweets

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