Navin fluorine
Traction in life & crop science business
Speciality chemicals & CRAMS(Dewas plant with cGMP) accounted for 64% sales in q1fy21
Company AR FY20,25% drugs approved by USFDA in fy19 contained fluorine molecules
Traction in life & crop science business
Speciality chemicals & CRAMS(Dewas plant with cGMP) accounted for 64% sales in q1fy21
Company AR FY20,25% drugs approved by USFDA in fy19 contained fluorine molecules
Traditional inorganic fluoride & refrigerant business impacted due to slowdown in steel,glass industry due to COVID
$410mn 7 year contract starting q4fy22 for supply of high performance product in fluorochemical space,longterm visibility,capex $61.5mn thru debt,internal accruals
$410mn 7 year contract starting q4fy22 for supply of high performance product in fluorochemical space,longterm visibility,capex $61.5mn thru debt,internal accruals
EV/EBIDTA of 29.74 it's more richly valued compared to Aarti,SRF
Fluorospar 60% raw material cost for navin,main producer China,company has dependance of 20%
Shift of businesses from China will aid Navin
Fluorospar 60% raw material cost for navin,main producer China,company has dependance of 20%
Shift of businesses from China will aid Navin
Newer application of fluorine in electrical,automotive,constructio,medical industry will give new businesses to Navin
On corrections good stock to hold in your portfolio
#navinfluorine
#fluorine #stocks #markets #Nifty #sensex
#StockMarket
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On corrections good stock to hold in your portfolio
#navinfluorine
#fluorine #stocks #markets #Nifty #sensex
#StockMarket
unroll
@threadreaderapp
Stock Analysis on Navin Fluorine: A company Transforming into a Butterfly 🦋
Video Link🎥:
Great video from @soicfinance to understand Navin fluorine
Video Link🎥:
Great video from @soicfinance to understand Navin fluorine
insightssuccess.in/navin-fluorine…
Good read up on Navin fluorine past ,present & future
#navinfluorine
Good read up on Navin fluorine past ,present & future
#navinfluorine
