Discover and read the best of Twitter Threads about #tatvachintan

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If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !

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1 #Divislabs

Read 21 tweets
#tatvachintan Q1 23 concall Highlights 🧪🧪

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1. Q1 23 Revenues 88.4 Cr vs Q1 22 106.8 Cr - Decline of 17%

2. EBITDA 15.2 Cr Q1 23 vs 26.3 Cr - Decline of 42%

3. EBITDA margins 17% for Q1 23 vs 25%
Forex loss of 4.9 Cr.
Actual EBITDA = 20.17 Cr. EBITDA margins 23%

4. Geopolitical issues, covid lockdowns in china and semiconductor shortages affected the company’s performance as SDAs demand gone down.
Expecting Good revival from Q3 FY 23 for SDA
5. SDA have highest margins compared the other products manufactured by Tatva Chintan
Read 12 tweets
#TatvaChintan Q4 Concall Highlights

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Link :…

Read the thread below 👇
• On going chip shortage affected SDA revenues in Q4.

• SDA are used in manufacturing of zeolites which have application in emission control of vehicles.

• Q1 and Q2 will have lower demand due semiconductor shortage.
• Got formal approval from 2 large customers for SDA segment. Supply for one of the customer will start from Q2 2023, for second customer supply is expected to start from Jan 2023.
Read 33 tweets
🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵....
Read 4 tweets
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.

In this 🧵 we have studied value chains of various businesses

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Read 14 tweets
#TatvaChintan Q3 FY22 concall highlights 🧪

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Video Link :

Operational Highlights :

1. It was one of the most challenging quarter
2. Revenue was down by 15.3% QoQ due to contraction in demand from the auto industry.
Semiconductor shortage led to slow down
in the industry growth
3. EBITDA margins contracted to (-26.27%) QoQ due to raw material prices and other expenses, Management had highlighted the unsustainability of EBITDA margins in the previous concall.
4. Overall YoY performance stood
strong with revenue growth of 30.6%

5. Demand outlook is strong but consumers are facing difficulties due to semiconductor shortages

Incremental Overheads:
1.Freight Cost were up 2.5% of sales
2.Power cost were up 2% of sales
Read 16 tweets
#LaurusLabs #DeepakNitrite #BalajiAmines - Posting Q2 Concall Snippets 🙏 Deep Dive Before their Upcoming Q3 Results. A 🧵 15 Companies 🙏

(Our Team Has Worked Really Hard.If You feel it's Valuable, RT/Share To Educate Investor Community ♥️)
Read 4 tweets
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

Read 4 tweets
Mega 🧵 on Tatva Chintan.

What excites me. What is the biz. What am i gonna do about the co.

Now that company is listed with around 💯%+ gains, probably a good time to understand #tatvachintan

Let’s dive right in. Image

First let us understand the types of products the company makes. This is a chemicals company. The primary line of products they are into is called PTC: Phase transfer agents. Before I explain what that is, let us do a small dive into chemistry.
The basic building blocks of matter (everything around you) are atoms. They come in 118 flavors, called elements. The water you drive is made of 2 Hydrogen atoms & 1 Oxygen atom: H2O. Image
Read 36 tweets

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