Some Gyan on Cement ( all copy paste(civilread.com)
Cement is primarily characterized into two types:-
1Hydraulic cement
2Non-hydraulic cement.
Hydraulic cement:
The cement which hardens in the presence of water because of Hydration
This type of cement can also harden in underwater. Portland cement is the best example for hydraulic cement.
Non Hydraulic cement:
The cement which doesn’t harden underwater is called non-hydraulic cement.
This type of cement hardens when it reacts with the atmospheric carbon dioxide (carbonation). This cement is resistant to attack by chemicals after setting. Non-hydraulic cement is manufactured using non-hydraulic lime, gypsum plasters and oxychloride, which has liquid properties
14 Different types of cement :- 1. Ordinary Portland Cement
most common cement which is extensively used. It has good resistance to cracking and dry shrinkage but less resistance to chemical ,it is not suitable for the construction work which is exposed to sulphates in the soil.
2. Rapid Hardening cement:
Rapid hardening cement is very similar to ordinary Portland cement (OPC). The early strength is achieved by adding excessive C3S in the mix and by lowering the C2S content in the cement.
this type of cement is used where there is a need for high early strength. Ex. Pavements, busiest roadways
The strength of Rapid Hardening cement at age of 3 days is almost same as the 7 days strength of Ordinary Portland cement
This type of cement is not used for massive concrete constructions.
3. Low heat portland cement: –
This type of cement is manufactured by lowering the C3S content and increasing the C2S content. It possesses less compressive strength than ordinary Portland cement. It has less lime content than OPC.
This type of cement is mostly used in the construction of retaining walls and it is strictly not suitable for thin concrete structures.
4. Sulphate Resisting Portland Cement:-
It is manufactured by keeping the percentage of C3A below 5%. It is used where the structure is prone to severe sulphate attacks(alkaline conditions) such as construction in the foundation of soil, marine conditions, sewage treatment tanks.
5. High alumina Cement:-
This type of cement has rich alumina content about 35% which helps in gaining ultimate high strength within a short period. This type of cement is used where a structure is subjected to the action of sea water, chemical plants and furnaces.
6. Blast furnace slag cement:-
This type of cement is cheaper than Ordinary Portland cement. it is manufactured by intergrinding of OPC clinker and blast furnace slag. Blast furnace slag cement develops low heat of hydration and has less early strength.
7. Coloured Cement:-
This type of cement is also known as Colcrete. It is manufactured by adding coloring pigment to the OPC. it is used in joining tiles.
8. Pozzolana cement :-
The pozzolana is a material which is formed due to the volcanic eruptions. It is a siliceous material having about 80% clay in ,it is manufactured by mixing 30% of pozzolana to Ordinary Portland cement clinkers.
This type of cement is used in construction of dams and weirs. 9. Air-entraining cement:-
This type of cement is manufactured by adding 0.025–0.1% of air entraining agents to the ordinary Portland cement clinker.
Air entraining agents are generally made up of wood resins, calcium agents, vegetable oils and animal fats.
10. Hydrophobic cement:-
This type of cement is manufactured by grinding ordinary Portland cement clinker with water oleic acid or stearic acid. These acids forms as a water repellent film around the cement particle which increases the shelf life of cement.
The formed around each grain of cement reduces the rate of deterioration of the cement during long storage, transport, or under unfavourable conditions.
11. Expansive cement:-
This type of cement is manufactured by adding stabilizer which stabilizes the cement to expand. This can be achieved by adding 8-20% of sulphoaluminate & 15% of stabilizer to the ordinary Portland cement clinker.
Concrete made up of OPC shrinks while setting due to loss of free water. Concrete also shrinks continuously for a long time. Cement used for grouting should not shrink or change volume for this,. the expansive cement doesn’t show any volume change after hardening.
12. White Cement:-
This type of cement is obtained by lowering the iron oxide content in the Ordinary Portland cement. The strength and durability is same as OPC. This type of cement is used for joining tiles and other interior works.
13. Waterproof portland cement:-
This type of cement is manufactured by adding small percentages of metal sereates in OPC during grinding. This type of cement is used in foundations, water tanks & other water retaining structures.
14. Oil-well Cement:-
In order to extract oil from the stratified sedimentary rocks, Oil wells are dug to a greater depth. For safe pumping out of extracted oil steel casing is inserted.
It is likely that if oil is struck, oil or gas may escape through the space between the rock formation and steel casing. To fill this space Oil well cement is used. Oil well cement is manufactured by adding retarders (Starches or cellular products) to Ordinary Portland cement.
Cement manufacturing process
Clinker is a nodular material produced in the kilning stage during the production of cement and is used as the binder in many cement products. The lumps or nodules of clinker are usually of diameter 3-25 mm and dark grey in color.
Clinker is produced by heating limestone and clay to the point of liquefaction at about 1400°C-1500°C in the rotary kiln. Clinker, when added with gypsum (to control the setting properties of cement and ensure compressive strength) and ground finely, produces cement
Clinker can be stored for long periods of time in a dry condition without degradation of quality, hence it is traded internationally and used by cement manufacturers when raw materials are found to be scarce or unavailable.
Cement sector of india -
-Of the total capacity, 98% lies with private
sector and the rest with public sector.
- The top 20 companies account for around
70% of the total production.
-India’s overall cement
production capacity was nearly
545 million tonnes (MT) in
FY20 and accounted for over
8% of the global installed
capacity in FY20.
- India is the world’s secondlargest cement producer.--
Of the total 210 large cement
plants in India, 77 are situated in
the states of Andhra Pradesh,
Rajasthan & Tamil Nadu.
Top cement producers in india
cement production and consumption in different regions
Installed capacity in different regions
NTPC Ltd.are
collaborating with cement manufacturers (such
as Ultratech Cement, Rajshree Cement, Dalmia
Cement and ACC plants) across the country to
supply fly ash. This also helps achieve 100%
utilisation of the by-product (fly ash) produced
during power generatio
The Government of India has decided
to adopt cement instead of bitumen for
the construction of all new road
projects on the grounds that cement is
more durable & cheaper to maintain
than bitumen in the long run
How companies are working to reduce cost of production
Growth Drivers for Cement industry --
--The demand of Cement industry is expected to achieve 550-600 million tonnes per annum constantly by 2025 because of the
expanding requests of different divisions i.e. housing, commercial construction and industrial construction.
Housing and Real Estate
- Government initiatives like Housing for All will push demand in the
sector.
- Real estate market in India is expected to reach US$ 1 trillion by 2023.
-Strong growth in rural housing and low-cost housing to amplify demand.
Public Infrastructure
- As per Union Budget 2019-20, the Government is expected to upgrade 1,25,000 kms of road length over the next five years under NIP
. Union Budget 2021-22, the government approved an outlay of Rs. 1,18,101 crore (US$ 16.22 billion) for the Ministry of Road
Transport and Highways.
Government announcements in November–December 2020 regarding
key infrastructure projects such as National Highway projects in Nagaland (worth US$ 560.88 million), Rajasthan (worth US$ 1.14 billion), Karnataka (worth US$ 1.49 billion)
and Telangana (worth US$
1.80 billion).
As per the Union Budget 2021-22, National Infrastructure Pipeline
(NIP) expanded to 7,400 projects from 6,835 projects.
Government of India’s push with Smart Cities Mission and AMRUT.
Industrial Development
- Strong economic growth is expected to lead to growth of the industrial
sector and in turn increase in demand in the long run.
-Cement demand in different sector
Study this company -
Valiant Communications Ltd( Some Good Points from recent business updates)Although i consider Valiant name as a high risk investment idea because of my old experience with valiant organics , some similarities between valiant organics and valiant communications are
low promotors holding
Recently promotor sold some shares.
( Disclosure - Its not my original idea )
✍️Valiant has become the 1st Indian company whose make “Phasor Measurement Unit (PMU)” has been re-type test approved with latest technical specifications by the Council Of Scientific And Industrial Research–National Physical Laboratory (CSIR–NPL) Based on this approval, the Company has applied for Proof of Concept (PoC) to the Power Grid Corporation of India Limited. It is important to mention that PMU is a key component of “One Nation, One Grid, One Frequency” concept and smart-grid projects. PMU plays a key role in Grid Automation, Grid Stabilization and Load Management of the Power Grid. Globally, there are very few foreign manufacturers, manufacturing PMUs at present. The PMU opportunity is also of global nature. Being an indigenous manufacturer, Valiant is apparently a beneficiary of all business opportunities that are notably arising in the Indian Public Sector out of the ‘Make in India.
✍️Valiant has successfully partnered in the Indian market with Tejas Networks Limited. Both the Companies are determined to replicate their business synergies at the global level also. In a recently concluded tender at Bhutan Power, Tejas (with Valiant’s partnership) has been declared lowest bidder (L1), for which the final PO is awaited. Valiant has also partnered with Tejas and another Tata’ flagship company, for power utility markets in Australasia for multi-years contracts. Given the global reach of the Tata Group, the management is optimistic about the outcome about such opportunities.
✍️Valiant and Tejas have now partnered for the forthcoming large-scale business opportunities for their products supplies at the State Electricity Boards (SEBs) of Kerela, Tamil Nadu, Telangana and Gujarat. These business opportunities are valued at over ` 100+ crores for Valiant
✍️The management expects to improve its operating profit margins in forthcoming quarters in the light of
: • Expected better product-mix;
• Earlier years supplies are entering in AMC phase now, resulting a top-up revenue for services;
• New cutting-edge technology driven products are being offered.
✍️Target Industries
Cyber Security business: The Company is expected to receive its maiden government contract in the current
quarter. Our Company has already successfully conducted a Proof of Concept (PoC) trials with India's premier Grid
Operator for a few of its Cyber Security products and these successful trials for early detection and warning systems
of cyber-attacks, ransomware attacks and network intrusion to safeguard their Gird communication systems, will
start to generate business revenue in the coming quarters. This opportunity is of very large scale, both domestically
and internationally, due to the unique cyber-security solutions that our Company offers.
The Government has a heightened focus on Cyber Security for all its departments and with a view of protecting
critical infrastructure and its data. This should translate into induction of our Cyber Security products in the
Government Sector under the ‘Make in India’ and the ‘Atmanirbhar Bharat’, path-breaking initiatives taken by the
Government of India.
Ami Organics Concall ( Only imp points)
✍️ our business model is designed in such a way that the revival of the Chinese chemical industry has a minimum to no bearing on us.
✍️On the demand side, we were witnessing gradual upswing in the demand in H2 FY '23. And I believe the revival will continue in H1 FY '24
✍️Electrolyte additives- we have received approval from 6 customers worldwide. We have also received plant-scale trial commercial orders of few metric tons. And we are also expecting a bigger commercial order during the current quarter.
we have developed 2 more products in this segment. One of them is liquid electrolyte additive to increase electrocapacity of the Lithium-Ion batteries and one more additive for solid-state battery
✍️we have been able to expand the scope of our contract with Fermion, and we have added a couple of high value intermediates for the same. This means we will now be doing 3 advanced intermediates for them which increases the value of our contract manyfold.
✍️Fermion contract-( darolutamide, Nubeqa )that is a long-term contract, and it will start supplying from Q3 of FY '24. The full capacity supply will be starting FY '25. Because it is a pharma business, and it takes some time for registrations in 180 countries worldwide. So, in Q3 and Q4, it will be giving us a sizable revenue. But from FY '25, it will be giving us a full revenue, And in that contract only, we have 3 more products, and all 3 products are additional to the contract. So that will also help us to grow more in terms of numbers in the upcoming years.
✍️This product is growing unexpectedly to 200 or 300x a year. Whatever they expected in 2026, they already closed in 2023. So, it's going very fast. And the basic API manufacturing plant in Fermion is fully utilized and the intermediate which they are trying to source from us, they are currently making it in-house. They don't have any source other than us.
✍️ Baba Fine Chemicals acquisition - we are gaining entry into a very high entry barrier semiconductor industry and its products main application in photo resistance chemical in semiconductor industries and they are making very high purity chemicals, And going forward the market is more than $2 million in photo resistance chemicals,It will definitely grow more than 3x to 4x in a year,Baba Fine Chem is currently manufacturing and delivering, is exclusively for one customer. But there are more than 40 products, which are already developed and the samples of which can go to the world. Apart from U.S., other countries like Japan, Korea, etc, we have started promoting this product in those countries also.
✍️Export for the year was at 59%, whereas domestic business was at 41%.
✍️ balance sheet, we have a net debt-free balance sheet with cash and cash equivalent of around INR59 crores
✍️We are targeting this year, that the specialty chemicals segment will grow around 25% to 30% against our normal growth of 22% to 25% of our pharma segment, developed some molecule in sp chemicals with versatile applications, including electronic donor, polymer industry as well as some paint industry additive, UV Absorber, as well as some electronic industry. So, cumulatively once it is all in, it will bring a lot of large volume and large value.
✍️Capex INR200 crores plus next year.
✍️Anticoagulant Basket-Apixaban and rivaroxaban is a growth driver for us for the next 2 years because it's going to be launched. And our generic player worldwide more than 26 customers in apixaban. They are all ready to launch. And also, they won some litigation in U.K. against the originators, so that will help us to start moving very fast. In rivaroxaban, the originator has qualified us, and they started placing order in Q4 FY '23. So now we are supplying to originator as well the rivaroxaban. So, it's a very good growth driver for us in the anticoagulant segment.For Edoxaban three customers in Japan qualified Us.
✍️Ankleshwar facility is upcoming facility which will be ready by December '24 operationally. So that will come with a very huge volume, 4x volume than our unit 1 in Surat. So that will be definitely help us with our FY '24, FY '25 & FY '26 growth of pharma.( Asset turnover Normally 3 but we have high value products.)
✍️Currently, on an average basis, considering sales as a base, our working capital cycle is 108 days. And I try to bring this at 100 days. So, we are continuously working on it
✍️The advantage for Ami Organics or, say, for Indian manufacturer, is that the U.S. and other European countries have stopped buying any battery cells or anything which is generated from China. So that is an added advantage that any manufacturer based outside of China will need to have a raw material from outside China. So that is helping us to push ourselves in a faster mode of getting the orders and all.
✍️Normally, our product basket is well distributed and none of the basket is more than 15%
See my f2f with @vivbajaj at 71 min how i identified John cockrail one year back which is now near to all time high , there is now substitute for reading and hardwork . twitter.com/i/web/status/1…
Sealmatic india -
✍️Manufacturer of Mechanical seal for
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• Rotary Applications
• Seal Supply System Components
Sealmatic designs and manufactures mechanical seals and associated products, sealing support systems mainly for the oil & gas,
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