Discover and read the best of Twitter Threads about #balajiamines

Most recents (6)

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
A Thread on #Laurus Labs as Promised
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday ! Image
#Fundamentals

Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness

API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer

#Laurus Labs - Into API and formulations . One among the lowest cost producer
Current PE - 33 Price 662 .

#Syngene - CRAMS and CDMO - Means mostly does work for other Multinational Companies . PE Rating 62

#Sun Pharma - Formulation Major - PE 33

Now looking at the others and #Laurus Labs there are some outstanding Numbers to see
Read 11 tweets
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper

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

👉🧵
Read 4 tweets
🌟Top 3( high growth +strong business) companies of my favorite😍 sectors for long term.

1⃣chemical sector - #deepaknr #balajiamines #tatachemical

2⃣power - #adanitransmissons #tatapower #adanipower

3⃣Fmcg - #ltfoods #hindustanfoods #hatsun
4⃣cement - #jklakshmi #birlacement #prism

5⃣ packaging - #polyplex #jindalpoly #cosmofilms

6⃣textiles - #luxind #srf #welspun

7⃣ fertilizers - #fact #gnfc #rcf
1⃣ sugar sector -#renukasugar #dalmiabharat #Uttamsugar

2⃣ agrochemical - #piind #upl #paushak

3⃣ beverage sector - #radico #globus #ifbagro

If you love ❤ & like 💞 ,then share more sectors companies.
Read 4 tweets
#BalajiAmines blasts it out of the park! Pat grows from 20 cr to 78 cr yoy. and this is after they incurred a loss of 8.5 cr in CFL division. outdid Alkyl as well! Image
#Balajiamines commissions its ethyl amines project & now becomes the largest manufacturer of its products both in ethyl and methyl amines. Image
Brilliant performance continues by #Balajiamines, goes one better on its stupendous performance last quarter. PBT goes 3x from 40 crores last year same quarter to 120 crores this year Image
Read 6 tweets
#balajiamines investor presentation Nov 20

H1fy21 / H1fy20 in cr
Revenue 496/ 467
Ebidta 125/87.96
PAT 82/54
Sales vols up by 8.3% ,from 21376 to 23150 MT YoY

Increased volume off take
Amines 5094 MT
Amine derivative 9916
Speciality chemicals 8140 MT

#sensex #Nifty #stocks
Demand for Acetonitrile,DMF,NEP,DMA,TEA continues to remain elevated ,intermediates for Covid 19 drugs
Debottlenecking of Acetonitrile plant commenced ,production output to jump to 18-20 tons from current 9 tons/day
Antidumping duty will lead to higher capacity utilization of DMF
Subsidiary Balaji speciality pvt chemicals ltd received REACH certification from EU for Diethylene triamine,sales runrate of 10 crs/month
Ethylamines mfg commence end of FY21,DMC to begin in Fy22

Expansion plans
Acetonitrile - installed capacity 9000 TPA, clearance for 18000TPA
Read 11 tweets

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