Discover and read the best of Twitter Threads about #Laxmiorganics

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25 different companies detail analysis threads posted in last 25 days !!!

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Read 5 tweets
If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !

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1 #Divislabs

Read 21 tweets
Key highlights from #LaxmiOrganics Q2 FY23 concall🧪🧪

CMP - ₹305

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-End of September, the company has entered into an MoU with Welspun Corporation to purchase a 90 acre land parcel along with civil structure in Dahej for a consideration of Rs130 crore. The company hopes to complete the transaction by this quarter itself and this acquisition will
enable future expansion of the business while simultaneously de-risking the operations
Read 15 tweets
#JubilantIngrevia vs #LaxmiOrganics 🧪🧪

A clash of organic vs inorganic growth strategies

Detailed Thread 🧵🧵

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About Jubilant Ingrevia

1. The company is a global provider of integrated life science products and innovative solutions that meet the highest quality standards to serve the pharmaceutical, nutrition, agrochemical, consumer and consumer goods industries
2. With over 40 years of chemical experience and an integrated practice, The company specializes in specialty chemicals, advanced stage complex chemical solutions, nutritional supplements, and pure nutritional ingredients such as vitamin B3 for
Read 41 tweets
#LaxmiOrganics Q1 2023 Concall Highlights

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1. Despite the market volatility and the inflationary pressure seen across the globe the Speciality Intermediates (SI) business saw growth both in the exports & in the contribution margins.
2. Commissioned a new plant for SI supplies to an agrochemical major. Most of this capacity is already contracted.

3. The AI business saw QoQ improvement in EBITDA Margins and exports also grew very well. Almost 40% of the revenues of the company came from exports in the Q1FY23.
4. The company optimizes procurement between imports and local supplies to support the margin expansion in the AI business that was aided also by the softening of petrochemicals and acetic acid prices internationally.

5. The quarterly EBITDA at 104 Crores resulted in an
Read 25 tweets
🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵....
Read 4 tweets
#Laxmiorganics Q3 concall Highlights 🧪🧪

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Operational Highlights

1. Revenue from operations stood at ₹860 Cr attributing to growth of 95% YoY

2. EBITDA stood at ₹118.7 Cr with EBITDA margins at 14%
3. Bounce back from the setback caused due to floods in previous quarter

4. Import duty on prime raw material “acetic acid” is now reduced from 7.5% to 5% which will have favourable impact on raw material cost
5. India is a very small producer of acetic acid and one of the large consumer globally
Read 11 tweets
🎯Listing 15 Momentum Stocks🎯

📈They look exciting for Trading & Investing📉
In this thread, scanned some interesting momentum stocks, which could be worth a look.
If you like this thread, please like & share.
#NimblrTA #stocks #StockMarketindia #watchlist #Trading
⏺️Stock 1

💡Cholamandalam Financial Holdings Ltd💡

✅CMP- 692.00


If stays above 680 ripe for 860 by Oct22.
#Cholamandalam #stocks #NimblrTA #watchlist Nimblr- Cholamandalam
⏺️ Stock 2

💡MMTC Ltd💡

✅CMP - 48.75


We may expect it to reach around 61-64 soon.
#MMTC #Stocks #NimblrTA #watchlist Nimblr-MMTC
Read 20 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
Second quarter FY22 revenues of #LaxmiOrganics are likely to be muted or subdued cause of floods and pricing pressure but now prices have flattened out and is in upward trend.

Q1 revenues of FY 22 are already 42% of total revenues of FY21.
Going forward in speciality unit of #laxmiOrganics there will be investment of around 250 crores and as this capex comes alive there will be jump in revenues and profitability.
Also fluorochemicals business for third vertical will come alive in last quarter of FY22 which is a 270 crores investment.
Read 7 tweets
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos

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

Read 4 tweets

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