Discover and read the best of Twitter Threads about #valiantorganics

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Crude Impact On Chemical Sector 🧪🧪oil

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The crude oil prices have made new highs and are sustaining above 100$/ barrel levels. Due to global tensions and supply disruption challenges, the natural resource is expected to continue the uptrend. Image
The uptrend in crude oil prices will have a direct impact on the petrochemical derivatives and downstream products of crude oil, thus impacting the margins in the chemical sector.
The aromatic compounds such as benzene, toluene, xylene etc are direct petrochemical derivatives, thus higher dependency of the chemical companies on the petrochemical value chain will result in margin erosion.
Read 23 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
#ValiantOrganics - A Fundamentally Sound Stock which can give 2X Returns in medium to long term.

CMP – 995.40 (22/12/2021)

🌟Special Inputs from @rohanshah619🌟

(Must read 🧵Thread for Investors !)

#TechnoFunda + #HarmonicTrading

Views Invited 🙏🙏🙏
1⃣

#ValiantOrganics is engaged in manufacturing and marketing of specialty chemicals.

Company manufactures chemicals for a variety of industries such as speciality and agro chemicals, cosmetics, pharmaceuticals.

#TechnoFunda #StockMarket #Investing #Trading
2⃣

Company’s Chairman Chandrakant Gogri is the founder of Aarti Industries and has a good amount of experience in this segment.

#ValiantOrganics #TechnoFunda #StockMarket #Investing #Trading
Read 16 tweets
#valiantorganics Update :
1. OA capacity expanded to 4800 MT
2. ONA (Raw material for OA) capacity increased to 7200 MT. It will increase the margins. (New Product)
3. #PAP #paraaminphenol Production started. 200 MT in Q1 and expected to be 2300 MT in FY22. Total capacity 9000MT
4. Increased the stake in bharat chemicals from dhanvallabh venture LLP ( from 40 to 50%)
5. #bharatchemicals capacity of #paracetamol increased to 9000 MT
6. Raw material price increased in Q1, which will be passed on in Q2. #OA,#ONA,#PA,#PNA,#PAP will started contributing
7. New capex for #apis (chemicals for APIs). Mostly for apis manufactured by #aartiindustries and #aartidrugs
Intermediates will be manufactured for following APIs :
1. Ranolazine
2. Benazeprill
3. Elagolix
4. Pranlucast
5. Moxifloxacin
6. Ramipril
7. Montelukast
8. Quinapril
Read 4 tweets
Analysis: Valiant Organics – Potential multi-bagger from house of Aarti Industries
A thread! 🧵

CMP – Rs. 1547

Covers:
🧑‍💼Management & Promoters
🧾History, Company Overview
🥑Main products, raw materials, and manufacturing facilities
contd..
#investing #valiantorganics
🧾Summary of historical financials
🙈Ok, so why look at Valiant now?
🌆Capex details
🚾Estimates of peak revenue potential of capex.
🧑‍💼Management & Promoters

1. Chandrakant Gogri – MD of Aarti industries, well known stalwart in Indian chemical industry. Aarti stands tall and is counted amongst highly ethical and efficient chemical players in the country with over five decades of experience..
Read 26 tweets

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