#Balaji amines-Excellent bottom line growth due to operational efficiency, top line almost flat due to COVID , fy20-21 ( Both Brothers are in my PF ) 
Balaji amines-DGTR recommends anti dumping duty on DMF , if it is implemented then positive for Balaji amines .
#Balaji amines - Excellent results, announced new capex , CFO not up to the mark .
#Balaji amines excellent growth and capex will continue, import substitution ( some products)
Balaji amines- continuation of anti dumping duty on DMF
#Balaji amines- superbbbbb results, already 3X for me but ye dil maange more .
Balaji concall-( Balaji sp.chemicals)India currently imports 29,000 MT of EDA and 7,000 MT of PIP and around 3,000 tons of
DETA per annum. balaji is planning to address this opportunity by progressively grabbing share of import
market in coming years.
DETA per annum. balaji is planning to address this opportunity by progressively grabbing share of import
market in coming years.
The debottlenecking exercise for Acetonitrile plant is currently being undertaken and
should get completed by end of March 2021. Post this the production of Acetonitrile is
expected to ramp up to 18 tons to 20 tons per day from 9 MT per day.
should get completed by end of March 2021. Post this the production of Acetonitrile is
expected to ramp up to 18 tons to 20 tons per day from 9 MT per day.
completed capex of about Rs. 128 Crores in our 90-acre Greenfield projects out of the
total capex of Rs. 150 Crores and expect to commission the production of Ethylamine by end of FY 2021.
total capex of Rs. 150 Crores and expect to commission the production of Ethylamine by end of FY 2021.
for DMF according to management if market dynamics remain the same, then they ramp up capacity utilization to
further 50% to 60% in the coming quarters. ( currently around 45%)
further 50% to 60% in the coming quarters. ( currently around 45%)
The production of Ethylamine in Greenfield Project will commence by next month. That plant
has capacity to manufacture 50 tons of Ethylamine per day. And then maybe after 2 to 3 quarters,
the plant of Dimethyl Carbonate (DMC) will commence manufacturing.
has capacity to manufacture 50 tons of Ethylamine per day. And then maybe after 2 to 3 quarters,
the plant of Dimethyl Carbonate (DMC) will commence manufacturing.
according to management they were
talking of only about 10,000 tons of DMC, but while working they believe the capacity may go up
to 12,000 to 13,000 tons per annum. By November 2021, they may commence the manufacturing
of 40,000 to 50,000 MT capacity of Methylamines
talking of only about 10,000 tons of DMC, but while working they believe the capacity may go up
to 12,000 to 13,000 tons per annum. By November 2021, they may commence the manufacturing
of 40,000 to 50,000 MT capacity of Methylamines
there has been huge jump in the logistic costs. For example, earlier transporting they used to pay USD 800 per container to Europe. Today, they are paying more than
USD 2500 to USD 3,000. . Until otherwise this improves, the exports will remain at the same levels.
USD 2500 to USD 3,000. . Until otherwise this improves, the exports will remain at the same levels.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
