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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
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
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
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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Stock Analysis on Navin Fluorine: A company Transforming into a Butterfly 🦋

Video Link🎥:

Great video from @soicfinance to understand Navin fluorine
insightssuccess.in/navin-fluorine…

Good read up on Navin fluorine past ,present & future
#navinfluorine
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TheMarket🐝
@BullsforBears
Tata consumers products (TCP)
Tata global beverages renamed as TCP after merger of consumer portfolio of Tata chemicals with itself
2nd largest player in branded tea market ,330mn servings/day in 40 countries
Tata salt 1st iodized salt available in India
JV with
Starbucks 50:50,Starbucks store in India,1st store in 2012,more than 180 stores at present,long runway as it enters tier 2 ,3 cities ,rising price,consmptn

With PepsiCo, known as Nourishco for non carbonated drinks in India ,Tata water plus,Tata gluco plus Himalayan Image
Leadership
N chandrasekaran - Chairman

Sunil D'souza - MD & CEO ,Past MD whirlpool India,also worked for 15 years at PepsiCo

Under N Chandra company has sold loss making units in Russia,Sri Lanka,better capital allocation,more focus on growth
Read 15 tweets
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TheMarket🐝
@BullsforBears
Biologics (Bgs) are produced from living organisms or contain components of living orgs,derived from human,animal,or microorgs by Biotechnology
Eg..vaccines,blood & blood products,somatic cells,gene therapy,allergenics,tissues,recombinant therapeutic proteins
Composed of proteins,sugars,nucleic acids or complex combinations of the above or maybe living entities such as cells & tissues

Diff betn Chemical/Biological drugs

Chemical
Produced by chemical synthesis,low molecular weight,well defined chemical structure,stable
Completely characterised, mostly non immunogenic

Biologics
Produced by living cells cultures,high molecular weight,complex structure,process dependent,impossible to fully characterize,unstable,sensitive to external conditions,immunogenic
Read 9 tweets
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TheMarket🐝
@BullsforBears
Drugs going off patent

1)Gilead's Truvada
Used in HIV for treatment of adults & children in combination with other drugs
2019 sales $2.64bn
Off patent Sep 30,2020

2)Novartis Afinitor
immunosuppressant in transplant,renal &other cancers
2019 sales - $1bn
Generic Dec10,2019
3) Pfizers Chantix
Use Stoppage of Smoking,treat nicotine addiction,decreases craving
2019 sales $899mn
Off patent Nov 20

2)Merck Nuvaring
Birth control vaginal ring,contraceptive
2019 sales $742mn
Generic launched Dec 2019ĺ
5)Eli lilly Forteo
Treatment of severe osteoporosis,builds bone
2019 sales $645mn
Biosimilar launch Dec 2020

6)Gileads Atripla
Use treatment of HIV in adults & children,alone or in combination
2019 Sales $501mn
Generic expected Sep 2020
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