Thread by @PrasadWakchaure

What a fantastic company & Mgmt. Growing without taking debt, Stock 10 yr CAGR 46%, No equity dilution for a decade. Uninterrupted dividend-paying since 1952, 1300 Acre integrated manufacturing campus. Serves diverse products/sector/geographies/customers (1/1)

Broadly presence in Dye, Agrochemicals, Pharma API intermediates, Polymer, Fragrance, Bulk & specialty chemicals. World leader in date Palm tissue culture plants.
Agrochemicals: 3 fungicides, 10 herbicides, 1 insecticide, and their intermediates (2/2)

Pharma segment: Through subsidiary Atul Biosciences

World’s largest manufacturers of Dapsone, an API with USFDA approval

➤ API intermediates (21 products)
➤ Peptide API intermediates (10 products)
➤ Phosgene based bulk chemicals (34 products)
(3/3)

Presence in API intermediate & Peptide API intermediates will make them easier to foray in API.

Phosgene based bulk drugs is another niche area and have wide applications in making other API.

#Paushak is another player in Phosgene area
#Neuland is in Peptide API CDMO
(4/4)

Its #Atul Ltd. Founded in 1947, Debt-free, 3200 Cr cash, RoCE 34%, 1100 Cr Capex done in last 5 years

Atul Bioscience is expanding with Capex of 135 cr at a new facility in Ambernath, indicates the company wants to grow in API segment (5/5)