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A thread and summary of my study on #Yasho industries.
Let's write it in Q/A format so that it is more clear.
Q1 : What is the business about ?
Ans : Yasho is a fine & spec chem company with 3 plants in Vapi Gujarat. 580 employees, 140 types of chemicals and 2000+ clients
Let's write it in Q/A format so that it is more clear.
Q1 : What is the business about ?
Ans : Yasho is a fine & spec chem company with 3 plants in Vapi Gujarat. 580 employees, 140 types of chemicals and 2000+ clients
Q2 : What are the categories it operates into ?
Ans :
1. Consumer chemicals : Aroma (clove oil) and Food Antioxidants (for edible oils). 20% revenue with single digit margin. Stagnated growth and no pricing power. Not in focus from 2016.
Highly competitive market.
Ans :
1. Consumer chemicals : Aroma (clove oil) and Food Antioxidants (for edible oils). 20% revenue with single digit margin. Stagnated growth and no pricing power. Not in focus from 2016.
Highly competitive market.
2. Industrial Chemicals : Higher margin products (double digit) which includes rubber chemicals (tyres, sugical gloves etc), lubricant additive (ethanol blending) and speciality chem (intermediates for pharma and agrichem). Focus is on this sector. New capacity addition coming
