Discover and read the best of Twitter Threads about #NGLFineChem
Most recents (3)
#NGLFineChem Q3 FY22 concall highlights 🧪🐕
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1. During the quarter, Revenues stood at ₹81 Cr (12% growth YoY), EBITDA was at ₹12.5 Cr (44% decline YoY) and PAT stood at ₹9.9 Cr (44% decline YoY).
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1. During the quarter, Revenues stood at ₹81 Cr (12% growth YoY), EBITDA was at ₹12.5 Cr (44% decline YoY) and PAT stood at ₹9.9 Cr (44% decline YoY).
2. Gross margins were at 48% (compared to 60% in Q3 FY21) and EBITDA margins were 15.4% (30.8% in Q3 FY21).
3. Continuing rise in input prices (27% YoY in Q3), fuel costs (167% YoY in Q3) and freight costs (43% YoY in Q3) led to margin and profitability contraction during the quarter.
Cost leader in Animal Pharma
NGL Fine Chem 🐕🐕🦺🐶
#nglfinechem
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@unseenvalue @punitbansal14
A Thread 🧵
CMP - 2820
Topics Covered :
1. Company overview
2. Management
3. Business segments
4. Business strategy
5. Backward Integration
NGL Fine Chem 🐕🐕🦺🐶
#nglfinechem
Like and Retweet for better reach !
@unseenvalue @punitbansal14
A Thread 🧵
CMP - 2820
Topics Covered :
1. Company overview
2. Management
3. Business segments
4. Business strategy
5. Backward Integration
6. Revenue split
7. Products
8. Manufacturing facilities
9.R&D expenditure
10.Capex
11.Financials
12.Risks
1. Company overview
Established in 1981, NGL Fine Chem manufacturers and markets APIs, Intermediates and Finished Dosage forms for human and animal pharmaceutical products
7. Products
8. Manufacturing facilities
9.R&D expenditure
10.Capex
11.Financials
12.Risks
1. Company overview
Established in 1981, NGL Fine Chem manufacturers and markets APIs, Intermediates and Finished Dosage forms for human and animal pharmaceutical products
They cater to various Indian and global companies with high quality and reliable products. They acquired Macrotech Polychem for ₹7Cr in 2019 as part of a backward integration strategy.
An analysis of #Sequent - India’s largest Animal Health Company
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A thread!🧵
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
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A thread!🧵
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
7. FMCG like business
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
Promoters and management
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
