Discover and read the best of Twitter Threads about #jubilantingrevia

Most recents (11)

#JubilantIngrevia Q1 23 Concall highlights

Like & Retweet for better reach !

Operational highlights

1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
quarter.
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
using various business excellence tools & techniques to maintain competitiveness in an ongoing challenging global environment.

3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
Read 59 tweets
JUBLINGREA said that its estimated cash outflow of FY23 will be around INR550 crore and for FY24 and FY25 will be INR650 crore and INR600 crore respectively, which are intended to be funded through internal accrual along with reduction in debt.
Q&A Insights: Rahul Veera of @AbakkusInvest asked about the breakup of INR1,250 crore incremental investment. Shyam Bhartia Chairman replied that specialty chemical is INR750 crore, nutrition and health solution is INR200 crore, and chemical intermediates is INR300 crores.
Read 11 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 -
#Deepaknitrite
#JubilantIngrevia
#Sequent
#Alkylamines
#Balajiamines
#Neulandlab
#Nocil

1. #Deepaknitrite
Read 9 tweets
It's Time to Bargain Hunt 💯
24 Picks to Beat the Market!🚀

Kindly 'Like & retweet' for max reach 🙏

A major thread🧵

@kuttrapali26 @caniravkaria @Puretechnicals9 @ProdigalTrader @nakulvibhor
1/ RELIANCE INDUSTRIES LTD.

⚡Volatility Contraction Pattern (VCP) + Descending Channel Formation + Retracement
⚡All are indicating that stock might show a quick rally of 15-20% in upcoming weeks
⚡Timeframe - 3 months

#RelianceIndustries #nifty50
2/ TATA CONSULTANCY SERVICES

⚡Volatility contraction pattern + Double bottom formation + May form Inverted Head & Shoulder pattern
⚡As the company announced the buyback, this stock has a low chance of risk. One may add for 4-5 months for 20% from this IT giant.

#TCS
Read 26 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
#JubilantIngrevia - Thread ⚡️

Global Integrated Life Science Products and Innovative Solutions Provider

Market Cap- 12,153Cr
FY21 Sales- 3,491Cr
Q1FY22 Sales- 1,145 Cr

~1,400 Total customers
3 Segments and 165+Products
60+ New products in the pipeline over the next 3-4 years
(2/n)
Ingrevia has strong presence in diverse sectors like Pharmaceuticals, Life Science Ingredients, Contract Research & Development Services, and Therapeutics, Performance Polymers, Food Service, Auto, Consulting in Aerospace

FY21- EBITDA-627Cr(17.9%)
ROCE-20.2%

900Cr CAPEX
(3/n)
Ingrevia is born out of a union of ‘Ingredients’ and ‘Life’ (‘Vie’ in French)

Demerged from Jubilant Life sciences on 01.02.2021 and was listed on 19.03.2021

Increased focus on the LSI and Pharma Businesses, Capture Growth Opportunities and Unlock Value for Shareholders
Read 19 tweets
Why #JubilantIngrevia can be next big growth story?

Here is the thread.

Pharma serving to regulated market are under stress due product price erosion. Market is comfortably giving higher multiples to step down segment in value chain i.e. raw material suppliers.
eg. Alkyl & Balaji Amine. Very few Pharma are growing well. But again, they can’t grow in isolation as the question is what makes them so special other than promoters? Stagnancy is imminent after certain size.
Hence investing in Raw material supplier (KSM) companies’ de-risk your portfolio. They don’t deal directly with FDA. End users (Pharma players) can’t afford to lose them due to regulatory issues and delays due to vendor switch.
Read 12 tweets
Jubilant Ingrevia Ltd, conducted their conference call today at 5:00 pm.

"Keep adding value to our products and customers."

Here are the key takeaways 😁😁...

#jubilantingrevia
Business Report
- Despite covid related challenges, company has performed well In FY21.

- They were able to deliver uninterrupted service due to strong supply of raw material and logistics support.

- Company is able to maintain their margins with strong Operating leverage.
- Companies demerger from Life sciences whole business has improved their operating efficiency with good management structure.

- There has been a good demand in CDMO for pharma and agro side business.

- Company is looking for clients from all prespective And take what's better.
Read 24 tweets
#jubilantingrevia

Extracts from the investor presentation by the company for March 2021

#Q4updates🐝
#Nifty #sensex #stocks #pharma #cdmo #API #specialitychemicals
Extracts from the investor presentation by the company for March 2021

#Q4updates🐝
Extracts from the investor presentation by the company for March 2021

#Q4updates🐝
Read 10 tweets
"Jubilant Ingrevia - understanding it's product applications " - thread

Note : We played demerger of jubilant life and clients received ingrevia shares.

wealthyvia.com/offerings/supe…
Ingrevia—a union of ‘Ingre’ denoting ingredients and ‘vie’ in French meaning life (i.e., ingredients for
life). Operating under three segments -- specialty chemicals, nutrition & health solutions and life
science chemicals
JIL offers more than 350 products to more than 1,400 customers globally.
Read 56 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

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