#Sakar healthcare cmp around 148 , oncology expansion is going on ( drugs and API ) .
-The company’s product profile is diversified and
comprises liquid injectables, tablets/capsules, oral liquid syrups, dry powder injections and syrups, and lyophilised
injectables.
-The product portfolio remains diversified with approximately 300 product registrations
Business model
1-The company manufactures and markets its product through own distribution channels
across Africa, Latin America, Asia and South East Asia and CIS countries.
•.
Company has received necessary approvals from national drug authority of Kenya,
Uganda, Yemen, Ethiopia, Congo, Ghana, Zimbabwe, Nigeria, Malawi, Cambodia,
Philippines, Vietnam, Peru & Cote-D’lvoire, to export and market the products in those
countries.
2-• CMO Buainess- The company is manufacturing Pharmaceutical products on contracts basis for reputed
clients.
• Some of the leading pharmaceutical brands in India are manufactured at Sakar
Manufacturing facility
-located at Changodar near Ahmedabad, Gujarat; the unit is ISO 9001:2008, WHO-GMP and EU-GMP certified (liquid and lyophilised injectables units).
- company has obtained European Union good manufacturing practice (EU-GMP) certification for its existing liquid and lyophilised injectables units, in accordance with the
European Medicines Agency (EMA) standards
Clients- (2018 information )
capex-( Capex for oncology drugs)
. The commercial operations for the ongoing capex
formulations and the API units are expected to commence from Q2FY2022, while the liquid and lyophilized unit is expected to begin its commercial operations from Q2FY2023
-Swiss based HBM Healthcare
Investments; a leading global healthcare private equity recently invested Rs 14.85 crore in Sakar Healthcare
through its wing COBRA.
Risk is -
- delay in expansion and debt trap
- increasing competition
- not much information is available about promoters quality
- promoters are Having another company Bisil plast which was a penny stock and now not traded
So invest carefully.
• • •
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5-POM-Polyoxymethylene-( Acetal,polyacetal and polyfromaldehyde) - This is also engineering thermoplastic
6-LFT- Long Fiber reinforece thermoplstics 7- PA6 and PA66
Plant location 1- Manesar 2- Puducherry
3-Chakan ( Pune) ( Recently started)
-Capacity from Manesar and Puducherry is around 110000 mtpa
- capacity in chakan (Pune )
phase 1 - 75000 mtpa ( already started ) presently i dont know the status of capacity utiliztion
total plan is to expand to 300000 mtpa gradually in next few years
Thermoplastic elastomers ( Thoda Gyan)
What is a Polymer?
It is necessary to explain some basic points before providing detailed information about Thermoplastic Elastomers (TPE).( From Elastron)
A polymer is a large molecule made of repeating small and simple chemical units. They are classified as follows according to their formation ability. TPEs (thermoplastic elastomers) belong to the elastomer class.
There was a clear distinction between rubber and plastics before TPEs were introduced. Rubbers are soft, flexible, and elastic, whereas plastics are known to be hard and rigid.
If you want to take any holiday club membership that please read my thread to know what will happen to you
1 - When you join their membership first they will asses your income and offer their membership to you accordingly, generally they offer lowest level membership
So lowest level membership will be very cost effective according to their presentation and you will start thinking that you got discounted membership in world class resorts but when you start planning of holidays then you will get Resorts of Rajasthan in April and May
and you will get hill station in December and if you want to travel hill stations in summer the you will get 👴 Baba ji ka thullu 2- Then their representative will call you and will tell you that upgrade to better membership by paying some money
Chemcon- CMP 455
HMDS is required for semiconductors
PLI for Penicillin G is a growth opportunity for Chemcon
Promotors holding around74.4%
Debt free
Good ROE and ROCE
-Their manufacturing facility is located at Manjusar near Vadodara in Gujarat and currently has 7 operational plants
-company is in manufacturer of oilfield chemicals,HMDS and CMIC
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