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Investor, Technology leader with European bank ⌨️, Learner. Value Investing 💹 since 9 years. Simplicity is the key to Happiness 🙂. Tweet for only information

Feb 13, 2022, 5 tweets

Clean Science & Tech. Ltd- One of the leading manufactures specialty chemicals such as Performance Chemicals (MEHQ, BHA, and AP), Pharmaceutical Intermediates & FMCG Chemicals globally. Leading Manufacturer of Green Chemistry.
@kuttrapali26 @AvadhMaheshwar2 #longterm
🧵...1/5

2) Revenue - Clean Science’s top 10 customers amounted to Rs 245 Cr. of revenue
🌟SEGMENT
Performance Chemicals-70%
Pharmaceutical-16%
FMCG-13%
Oths-1%
🌟GEOGRAPHY (Exports & Domestic)
US-12%
CHN-37%🏅
EUR-14%
Ind- 31%
OTHs - 6%

3) Product - The company’s products are used as key starting level materials, as inhibitors or as additives by diverse Industries such as Textiles, Agriculture, Personal Care, FMCG. Its Key customers include Bayer AG, SRF Ltd, Gennex Lab, Nutriad Int NV & Vinati Organics

4) R&D- The Co. developed key products in HALS series using in-house R&D capabilities & has become the first Indian company to develop HALS series which find application in diverse end industries including polymerization inhibitor, water treatment, paint & coatings industry etc

5) USP ⚡️World’s largest producer of 4 out of the 7 products that it manufactures
⚡️It is expanding capacities by at least 20K mt for its existing products
⚡️FII/FPI have increased holdings from 3.8% to 5.1% in Dec, 21 qtr
⚡️ It is almost debt free
⚡️3 Years ROE 44%
#Research

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