Discover and read the best of Twitter Threads about #navinfluorine

Most recents (6)

#Navinfluorine investor presentation Q2fy21

Revenue 512 cr
High value business
H1FY20/H1FY21 - 253/332 ,increase 32%
Ebidta - 146 cr
Operating PBT - 125cr

H1FY21 revenue contribution from high value business - 65%

#Nifty #sensex #StockMarket #stocks
Q2FY21
Revenue 308 cr
High value business Q2Fy20/Q2Fy21- 141/201 ,increase 42%
Ebidta 93cr
PBT 83cr

H1Fy20/H1Fy21

Legacy business 253/180 ,decrease 29%

High value business
253/332 ,increase 32%

Total revenue 506/512 ,increase 1%

Operating Ebidta 128/146

#chemicals
Speciality chemicals well balanced growth driven by life sciences & crop science segments

CRAMS Strong customer traction augurs well

H1FY20/H1FY21

Speciality business
180/199 ,increase 11%
CRAMS 72/133, increase 84%
High value business units 253/332,increase 32%
#crams #cdmo
Read 6 tweets
Navin fluorine
Traction in life & crop science business
Speciality chemicals & CRAMS(Dewas plant with cGMP) accounted for 64% sales in q1fy21
Company AR FY20,25% drugs approved by USFDA in fy19 contained fluorine molecules
Traditional inorganic fluoride & refrigerant business impacted due to slowdown in steel,glass industry due to COVID
$410mn 7 year contract starting q4fy22 for supply of high performance product in fluorochemical space,longterm visibility,capex $61.5mn thru debt,internal accruals
EV/EBIDTA of 29.74 it's more richly valued compared to Aarti,SRF
Fluorospar 60% raw material cost for navin,main producer China,company has dependance of 20%
Shift of businesses from China will aid Navin
Read 6 tweets
Thread on Fluorine (F) containing APIs (F-APIs):

Around 30% of Modern drugs & about half of the blockbuster drugs contain fluorine atoms.

F-applications are on a continuous surge. It took more time to understand and develop the Chemistry of Fluorine (1/1)
due to complexities associated with it. Lately, Medicinal Chemist discovered importance of the Fluorine in drugs and now this tiny atom has become indispensable in the drug discovery field. Fluorine gives superb properties to Drug molecules (2/2)
The presence of Fluorine is evenly distributed in all modern drugs and agrochemicals. Early applications and household usage of Fluorochemicals were as refrigerant gases. #GujaratFluorochem & #NavinFluorine were early players (3/3)
Read 9 tweets
New Position: #NAVINFLUORINE
Long @ 1655

4T VCP + WIB

Risk 1% on portfolio. Image
2nd Entry #NAVINFLUORINE
Long @ 1695

Total Risk 1.6% of Portfolio Image
Exited @ 1667. Taking too much time & not working out. Sold at breakeven.
Read 3 tweets
#NAVINFLUORINE

Long @ 1202

WIB Breakout

Missed on Friday, so caught it today on pullback Image
New ATH

Long @ 1202 Image
New ATH at 1409.95 & 2nd Entry at 1305. 1st is already free now!

Yesterday stop saved by mere 5 points, but was hoping this move today. Thankfully it acted as expected! ImageImage
Read 5 tweets

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