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29 Oct, 6 tweets, 5 min read
#Navinfluorine investor presentation Q2fy21

Revenue 512 cr
High value business
H1FY20/H1FY21 - 253/332 ,increase 32%
Ebidta - 146 cr
Operating PBT - 125cr

H1FY21 revenue contribution from high value business - 65%

#Nifty #sensex #StockMarket #stocks
Q2FY21
Revenue 308 cr
High value business Q2Fy20/Q2Fy21- 141/201 ,increase 42%
Ebidta 93cr
PBT 83cr

H1Fy20/H1Fy21

Legacy business 253/180 ,decrease 29%

High value business
253/332 ,increase 32%

Total revenue 506/512 ,increase 1%

Operating Ebidta 128/146

#chemicals
Speciality chemicals well balanced growth driven by life sciences & crop science segments

CRAMS Strong customer traction augurs well

H1FY20/H1FY21

Speciality business
180/199 ,increase 11%
CRAMS 72/133, increase 84%
High value business units 253/332,increase 32%
#crams #cdmo
Capacity expansion - High performance product (HPP)
$410 Mn (2800cr) contract signed with global company
$61.5mn(436cr) capex required
Contract period 7yrs,sales will be evenly staggered
Q4fy22 expected commencement of supplies
Project will be executed at Dahej
#navinfluorine
High performance product HPP is not part of Navin fluorine existing product portfolio,new set of oppurtunity for application of fluorine in a new vertical

Increase share of high value business, CRAMS & Speciality provide 65 % of topline

#navinfluorine #specialitychemicals
Focus on core business
Piramal pharma & #navinfluorine mutually agree on @PiramalGroup increasing its stake to 100% in convergence chemicals

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TheMarket🐝 Profile picture
31 Oct
@SyngeneIntl conference call transcript Q2FY21

Revenue from operations up 12%, 519 cr ,Ebidta 169 cr, PAT 84 cr
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TheMarket🐝 Profile picture
29 Oct
Piramal Q2 results update
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12% YoY increase net profit 1124cr
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