Sudarshan Chemicals
AR Notes (2019-20)
To know about Sudarshan, watch this:
sudarshan.com/perch/resource…
AR Notes (2019-20)
To know about Sudarshan, watch this:
sudarshan.com/perch/resource…
1/
From MD’s Desk
•Global Challenge
•Highlights FY20
•Thrust for FY21
From MD’s Desk
•Global Challenge
•Highlights FY20
•Thrust for FY21
2/
•A Prominent Leader and the Largest Producer in the Indian Pigment Space
•Having manufactured over 4,000 varieties of product specifications, Sudarshan caters Coatings, Plastics, Inks and Cosmetics industry.
•A Prominent Leader and the Largest Producer in the Indian Pigment Space
•Having manufactured over 4,000 varieties of product specifications, Sudarshan caters Coatings, Plastics, Inks and Cosmetics industry.
3/
Performance Highlights
Performance Highlights
4/
Business Model
The rationale of how Sudarshan Chemicals
Create,
Deliver, &
Capture Value
in
Economic, Social, Cultural or other contexts.
Business Model
The rationale of how Sudarshan Chemicals
Create,
Deliver, &
Capture Value
in
Economic, Social, Cultural or other contexts.
5/
Investment Case
•Industry Tailwinds
•Cost Advantages
•Domestic Demand
•Focus on Only Pigment
•Market leader in Colour Pigment
•Global Presence
•Capex Plans
•R&D
•New Products Launch
•Specialty Pigments
Investment Case
•Industry Tailwinds
•Cost Advantages
•Domestic Demand
•Focus on Only Pigment
•Market leader in Colour Pigment
•Global Presence
•Capex Plans
•R&D
•New Products Launch
•Specialty Pigments
6/
Emerging Stronger
•Building Capabilities
•Building Visibility
•Building History
•Building Presence
Emerging Stronger
•Building Capabilities
•Building Visibility
•Building History
•Building Presence
7/
Industry
•Opportunities relevant globally ~$ 8.6 Bn
•~3% CAGR over the next 5 yrs
•Strong, sustainable growth in manufacturing with substantial export opportunities for India
•Target application segments are coatings, inks, plastics, & cosmetics
Industry
•Opportunities relevant globally ~$ 8.6 Bn
•~3% CAGR over the next 5 yrs
•Strong, sustainable growth in manufacturing with substantial export opportunities for India
•Target application segments are coatings, inks, plastics, & cosmetics
8/
Pigment Categories
•Organic pigments
•Effect Pigments
•Inorganic pigments
Pigment Categories
•Organic pigments
•Effect Pigments
•Inorganic pigments
9/
Financial Parameters
Financial Parameters
10/
Some large Shareholders
•Akash Bhansali: 8.04%
•Rohit Kishore Rathi: 6.00%
•Amansa Capital: 3.15%
•Vijay Kr Rathi: 3.06%
•Vijay Kedia: 2.05%
Some large Shareholders
•Akash Bhansali: 8.04%
•Rohit Kishore Rathi: 6.00%
•Amansa Capital: 3.15%
•Vijay Kr Rathi: 3.06%
•Vijay Kedia: 2.05%
11/
The Promoters’ holding in the company reduced by 10% in Q4FY20.
It was due to the reclassification of Mr. Kishor L. Rathi Group from the Promoters group to the Public category.
The Promoters’ holding in the company reduced by 10% in Q4FY20.
It was due to the reclassification of Mr. Kishor L. Rathi Group from the Promoters group to the Public category.
12/
Financial Performance of Subsidiaries
Financial Performance of Subsidiaries
13/
Consolidated FS
•Balance Sheet
•Profit & Loss A/c
•Cash Flow Statement
Consolidated FS
•Balance Sheet
•Profit & Loss A/c
•Cash Flow Statement
14/
Risk Management
•Market Risk
I. Interest rate Risk
II. Forex Risk
•Credit Risk
•Liquidity Risk
Risk Management
•Market Risk
I. Interest rate Risk
II. Forex Risk
•Credit Risk
•Liquidity Risk
15/
This brings us to the end of the AR Notes on
Sudarshan Chemicals.
A Resilient & Strong Company in the Pigment Industry
End
This brings us to the end of the AR Notes on
Sudarshan Chemicals.
A Resilient & Strong Company in the Pigment Industry
End
