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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
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1 #Divislabs
#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.
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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
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
#TatvaChintan Q4 Concall Highlights
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Link : valueeducator.com/tatva-chintan-…
Read the thread below 👇
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Link : valueeducator.com/tatva-chintan-…
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.
• 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.
🚀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 🧵....
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper
short 🧵....
▶️Pharma:
#IndocoRem
#LaurusLabs
#AlkemLabs
#JBChemPharma
▶️Hospitals:
#HGS
#NHrudalaya
▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower
#ShyamMetalics
#TinplateIndia
#UshaMartin
▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan
Cont...
#IndocoRem
#LaurusLabs
#AlkemLabs
#JBChemPharma
▶️Hospitals:
#HGS
#NHrudalaya
▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower
#ShyamMetalics
#TinplateIndia
#UshaMartin
▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan
Cont...
▶️Textiles:
#RUPA
#KRPMills
#Nitinspinner
#SiyaramSilk
#Indocount
#VTL
#Trident
#HimatsinghkaSeide
#Ambicacotton
▶️Logistics:
#AllCargo
#AegisLogistics
▶️Energy:
#GSPL
#GujaratGas
#MGL
▶️Auto Ancillary:
#SSWL
#Banco
#GNAAxels
Cont....
#RUPA
#KRPMills
#Nitinspinner
#SiyaramSilk
#Indocount
#VTL
#Trident
#HimatsinghkaSeide
#Ambicacotton
▶️Logistics:
#AllCargo
#AegisLogistics
▶️Energy:
#GSPL
#GujaratGas
#MGL
▶️Auto Ancillary:
#SSWL
#Banco
#GNAAxels
Cont....
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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In this 🧵 we have studied value chains of various businesses
Like & Retweet for better reach 🧪👨🔬
#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.
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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
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
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
#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 ♥️)
(Our Team Has Worked Really Hard.If You feel it's Valuable, RT/Share To Educate Investor Community ♥️)
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper
Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever
👉🧵
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper
Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever
👉🧵
▶️Pharma:
#GuficBio
#LaurusLabs
#AlkemLabs
#JBChemPharma
▶️Hospitals:
#MaxHealth
#KIMS
▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower(GPIL)
#ShyamMetalics
#TinplateIndia
#TataSteelBSL
#SunflagIron
▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan
Cont...
#GuficBio
#LaurusLabs
#AlkemLabs
#JBChemPharma
▶️Hospitals:
#MaxHealth
#KIMS
▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower(GPIL)
#ShyamMetalics
#TinplateIndia
#TataSteelBSL
#SunflagIron
▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan
Cont...
▶️Textiles:
#LUX
#RUPA
#VTL
#Nitinspinner
#SiyaramSilk
#Indocount
#TRIDENT
#KPRMills
#HimatsinghkaSeide
#Ambicacotton
▶️Agrichem:
#Heranba
#Sumitomo
▶️Energy:
#GSPL
#GujaratGas
#MGL
▶️Auto Ancillary:
#SSWL
#Banco
#GNAAxels
Cont...
#LUX
#RUPA
#VTL
#Nitinspinner
#SiyaramSilk
#Indocount
#TRIDENT
#KPRMills
#HimatsinghkaSeide
#Ambicacotton
▶️Agrichem:
#Heranba
#Sumitomo
▶️Energy:
#GSPL
#GujaratGas
#MGL
▶️Auto Ancillary:
#SSWL
#Banco
#GNAAxels
Cont...
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.
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.
Products.
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.
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.
