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Detailed Analysis of India Pesticides Ltd - A high margin agrochemical company!!
CMP - ₹228
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CMP - ₹228
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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
• 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
2. BUSINESS VERTICALS
• The company has 2 main business divisions which are:
a)Pesticides
b)Bulk Drugs
Detailed Analysis of Dhanuka Agritech- A domestic formulation player who is entering into the patented agrochemicals CRAMS business
CMP - ₹790
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CMP - ₹790
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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.
• 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:
Detailed Analysis of Astec Lifesciences- A generic CRAMS player entering into Fluorination
CMP - ₹1,498
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CMP - ₹1,498
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1. BUSINESS SEGMENTS OF ASTEC LIFESCIENCES
• The company has two main business divisions which are:
a)Enterprise Sales
b)CRAMS
• 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.
Detailed Analysis of Bharat Rasayan - A fully integrated player in the agrochemical space
CMP - ₹ 9,816
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CMP - ₹ 9,816
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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.
• 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.
• Bharat Rasayan is present in all parts of the agrochemical value chain except the key starting materials as shown in the image.
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
✍️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
(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
✍️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
