Discover and read the best of Twitter Threads about #specialtychemicals

Most recents (5)

Detailed Analysis of India Pesticides Ltd - A high margin agrochemical company!!

CMP - ₹228

Like and retweet for maximum reach!!

#chemicalstocks #specialtychemicals #specialtychemicalstocks Image
1. COMPANY OVERVIEW
• India Pesticides Ltd was incorporated in 1984. The company is into agrochemical technicals and formulations and is among the top five manufacturers for few of their herbicide and fungicide products. The company also manufactures some active pharmaceutical
ingredients for the pharma industry.

2. BUSINESS VERTICALS
• The company has 2 main business divisions which are:
a)Pesticides
b)Bulk Drugs Image
Read 40 tweets
Detailed Analysis of Dhanuka Agritech- A domestic formulation player who is entering into the patented agrochemicals CRAMS business

CMP - ₹790

Like and retweet for maximum reach!!
#chemicalstocks #specialtychemicals #specialtychemicalstocks Image
1. COMPANY OVERVIEW
• Dhanuka Agritech was present only in the formulations part of the value chain and was primarily a domestic business. The company right now is doing capex at Dahej where it will manufacture technicals and intermediates for the first time.
Therefore, the company will have presence in all parts of the value chain except the KSMs when their capex at Dahej comes online. This can be seen in the image below: Image
Read 37 tweets
Detailed Analysis of Astec Lifesciences- A generic CRAMS player entering into Fluorination

CMP - ₹1,498

Like and retweet for maximum reach!!

#chemcialstocks #specialtychemicals #specilatychemicalstocks Image
1. BUSINESS SEGMENTS OF ASTEC LIFESCIENCES

• The company has two main business divisions which are:
a)Enterprise Sales
b)CRAMS
• The company sells active ingredients/ technicals and bulk formulations in their Enterprise Sales business. As a part of their growth strategy, The company entered into the CRAMS business in FY13.
Read 32 tweets
Detailed Analysis of Bharat Rasayan - A fully integrated player in the agrochemical space

CMP - ₹ 9,816

Like and retweet for maximum reach!!
#bharatrasayan #specialtychemicals #chemicalstocks Image
1. COMPANY OVERVIEW
• Bharat Rasayan is in the agrochemicals business where it manufactures intermediates, technicals and formulations. It is also into the CRAMS business where the majority of the customers are global MNCs.
2. BUSINESS AND KEY PRODUCTS
• Bharat Rasayan is present in all parts of the agrochemical value chain except the key starting materials as shown in the image. Image
Read 25 tweets
Valiant Organics CMP 2795
✍️A Specialty Chemical Manufacturing Company.
✍️The products of the company find several applications mainly in the agro-chemical, pharmaceuticals, rubber, dyes, pigment & in the making of veterinary drugs
✍️Fully integrated manufacturing facilities
✍️Revenue: Domestic 85% & Export 15%
(Agro 40%,Specialty 30%,Dyes+Pigments 20%,API 10%)
✍️Rev. share from API is likely to increase in coming yrs
✍️One of the most competitive producers of Chlorination, Ammonolysis,Acylation,Hydrogenation & Methoxylation based specialty products
✍️Inorganic growth & organic capital expansion without much increase in Debt Equity
✍️Leveraging a de-risked biz model
✍️The synergistic acquisition of Amarjyot chemical ltd last year
✍️Ability to forward integrate by adding high-margin & high value products to maximise growth
Read 9 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!