#UPL #Basics
-5th largest agrochem. company in the world (Mark. Cap: 34,699 Cr.)
-ROCE: 10.36 %
-ROE: 14.87 %
-D/E: 1.52
-Trading at a discounted price based on both P/S ratio (0.97) and Trailing P/E
@saketreddy @unseenvalue @caniravkaria @nid_rockz @ThetaVegaCap @DhanValue
-5th largest agrochem. company in the world (Mark. Cap: 34,699 Cr.)
-ROCE: 10.36 %
-ROE: 14.87 %
-D/E: 1.52
-Trading at a discounted price based on both P/S ratio (0.97) and Trailing P/E
@saketreddy @unseenvalue @caniravkaria @nid_rockz @ThetaVegaCap @DhanValue
-Profit growth 5Years: 12.18
-MF increased their holding last month
-Wider footprint and extensive product portfolio to drive growth
-Arysta merger synergies to improve margins
-Long term revenue based on the company’s robust R&D initiatives on several new products
#Macquarie
-MF increased their holding last month
-Wider footprint and extensive product portfolio to drive growth
-Arysta merger synergies to improve margins
-Long term revenue based on the company’s robust R&D initiatives on several new products
#Macquarie
++Some inputs from the #Macquarie research regarding the UPL debt concerns.
-UPL is expected to generate healthy cumulative FCF of Rs72bn over the next 3 years.
-Leverage to decline. Healthy FCF generation to support deleveraging for UPL.
-UPL is expected to generate healthy cumulative FCF of Rs72bn over the next 3 years.
-Leverage to decline. Healthy FCF generation to support deleveraging for UPL.
The acquisition of Arysta made them to take a loan of $3 billion.
300 crore * 70 ~ 21,000 crore.
@caniravkaria @Viral_ortho @saketreddy @nid_rockz @investor994 @Subrama76307360
300 crore * 70 ~ 21,000 crore.
@caniravkaria @Viral_ortho @saketreddy @nid_rockz @investor994 @Subrama76307360
