Discover and read the best of Twitter Threads about #nglfinechem

Most recents (3)

#NGLFineChem Q3 FY22 concall highlights ๐Ÿงช๐Ÿ•

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1. During the quarter, Revenues stood at โ‚น81 Cr (12% growth YoY), EBITDA was at โ‚น12.5 Cr (44% decline YoY) and PAT stood at โ‚น9.9 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.
Read 23 tweets
Cost leader in Animal Pharma
NGL Fine Chem ๐Ÿ•๐Ÿ•โ€๐Ÿฆบ๐Ÿถ
#nglfinechem
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@unseenvalue @punitbansal14

A Thread ๐Ÿงต

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 Image
They cater to various Indian and global companies with high quality and reliable products. They acquired Macrotech Polychem for โ‚น7Cr in 2019 as part of a backward integration strategy.
Read 21 tweets
An analysis of #Sequent - Indiaโ€™s largest Animal Health Company
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A thread!๐Ÿงต
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
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.
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