Discover and read the best of Twitter Threads about #balajiamines

Most recents (11)

A thread on key takeaways from #BalajiAmines Annual Report-2022.

Courtesy @ash_lodha
👉Business blueprint since beginning:

1) Focus on import substitute products.
2) Use local technology to develop & manufacture products.
3) Alter design & processes to make products cost effective.
👉Largest Indian producer of the following products:

• Methylamines
• Ethylamines
• Di-Methyl Acetamide (DMAC)
• Di-Methyl Amine Hydrochloride (DMA HCL)
• Dimethylformamide (DMF)
Read 14 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
How Weekly SuperTrend protected us from huge drawdowns

Complex exit rules lead to confusion and i like supertrend because it is very simple.

Examples -

1. #Deepaknitrite
Read 9 tweets
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.

In this 🧵 we have studied value chains of various businesses

Like & Retweet for better reach 🧪👨‍🔬
Read 14 tweets
#Balajiamines Q3 22 Concall Highlights 🧪🧪

Like & Retweet for better reach !

Operational Highlights

1. Revenues stood at ₹475 Cr in Q3FY22 compared to ₹366 Cr in Q3FY21, growth of 29.4% YoY

2. EBITDA stood at 109.3 Cr translating 23% EBITDA margins
3. Sales volumes were down by 13.77% from 31,993 MT in Q3FY21 to 27,589 MT in Q3FY22. As few of the clients couldn’t procure Key Starting Materials (KSMs) to match the products.
4. Despite sluggish demand for few of the products and shut down of acetonitrile and DMF plants for debottlenecking which were completed in the month of November 2021, the revenues showed a decent growth of 44% which stood at ₹556 Cr in Q3FY22
Read 11 tweets
#LaurusLabs #DeepakNitrite #BalajiAmines - Posting Q2 Concall Snippets 🙏 Deep Dive Before their Upcoming Q3 Results. A 🧵 15 Companies 🙏

(Our Team Has Worked Really Hard.If You feel it's Valuable, RT/Share To Educate Investor Community ♥️)
Read 4 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
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

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

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

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