Tweet

The Tycoon Mindset

1 Jul, 11 tweets, 2 min read

Sequent scientific concall was today at 9:00 am

" Sequent 2.0 will be changing the company from branded generic animal company to specialty pharma. "

Here are the key highlights 😀

Overview

- This year has been a landmark year for sequent

- The better days are ahead as animal industry

- Globally animal health industry got distinctly got separated.

- Company was partly insulated against the effect of covid

- Company reached out to experts for next pahse of growth; sequent 2.0

- Total filings have now been 23 in total

- First formulation development from Indian R&D business was Commercialized before the

- First phase of vizag project is complete, a CDMO unit will be created

- Commercialized Zoetis distribution arrangement in india

- Minority stake have been consolidated.

- Formulation business has been encouraging

- Company has been able to reduce net debt and expects to be a debt free company in next 2 years

- Curve going ahead will be steeper but company refrains from giving guidance numbers

- Company is focusing to accelerate revenue growth in the later part of sequent 2.0 journey.

- ESOP cost will be around 60 crores, it is a non cash cost.

- Capex would be 25% towards API and rest would be for Formulations

- Vision is to keep improving ROC but not to shy away from growth opportunities

Turkish Market

- The country is a jewel is a crown as it provides injectable business.

- Company has kept adjusting the price list as the currency is moving

- There is no sustainable impact and infact the Turkish market has performed very well

China market

- Company is relying on Carlyle group for expertise.

- But because of geopolitical reason the company is waiting for the situation to settle.

Sequent 2.0

- Building a global value leader in animal health

- Will make injectable as a core business

- Deeper oenetration in current key strategic animal health market and select expansion into new geographies like US and South East asia

- Company is transforming from branded generic to speciality business of animal healthcare

- Such specialized products will cater the demand of US and Europe market

- Company is moving towards the direction of creating demand

- There will be directional changes happening

For more equity stock market discussion

Join our telegram channel of 7k members 😀🙏

T.me/thetycoonminds…

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @tycoonmindset05

The Tycoon Mindset

@tycoonmindset05

29 Jun

Kiri Industries Ltd conducted there conference call today at 2:00 PM

Here are the key concall highlights.😀

Business Updates:
• Standalone Revenue increased 30%.
• Operating Expense is constantly look, & was down 24% QoQ o last year.
• Gross margin has been back to pre-covid level.
• Co. has been debt free, hence interest cost decreased.

Dystar:
• Kiri has been awarded 481.6 Mil$ from Dystar.
• There are more 30 days for the appeal, and there are chances for appeal from Dystar as well.
• This may take around 4-8 months to get the fund. Mgmt expect Q1:FY 22.
• Tax is expected to be around 10% LTCG.

Read 14 tweets

The Tycoon Mindset

@tycoonmindset05

28 Jun

Sugar Industry: Decoding the major trend in Sugar Industry & Understanding the Filters to seize the good companies in this cyclical industry.

Retweet for maximum reach to spread knowledge. 🙏🙏

🧵👇

How Sugar is Made?

- Sugar is mainly made from sugarcane, of which 20% is made from Sugar Beans.
- Depending on variety & sowing time, growing cycle of sugarcane is 1-1.5 years. As the cane grows, it is sent to mills for processing.

Sugar in India is sourced from third party. In the mills, sugar is first crushed in "Roller", where Juice, Bagasse & Mud is separated

- From the crushed mixture, Bagasse is separated & burned in boiler which produces energy (internally consumed). Mud is used in biogas fertilizer

Read 35 tweets

The Tycoon Mindset

@tycoonmindset05

14 Jun

Anupam Rasayan India Ltd conducted their conference call today at 4:00 pm.

" Continue to focus on cost efficiency and improving productivity."

Here are the key takeaways 😁😁...

Business Report
- This 37 year track record holder in custom synthesis has strong growth during this period.

- With strong client base of about 18 MNC and other 65 clients they have strong demand hold.

- At present the company has 6 manufacturing facilities.

- With vast presence around globe they are able to grow business effectively During this period only India became the major contributor of business.

- There was decline in business from Europe , Singapore and Us regions.

Read 19 tweets

The Tycoon Mindset

@tycoonmindset05

14 Jun

Kajaria Ceramics, conducted their conference call today at 4:00 pm.

Here are the key takeaways 😀

Business Updates:
• Achieved highest ever turnover in Q4, led by higher utilization, land efficiency and industry growth.
• Utilization- 98%
• Volume growth: 34%.
• Bath-ware segment growth: 72%
• April Sales was 75% of target, May company did 35% of target and in June 75%+.

Realization:
• Gas price has gone up 20-21% this year for Kajaria.
• Paper price has also gone up (for packing)
• Company has increased the price of ceramics by 2.5%.
• There is always lag of 45 days for transfer of increasing RM price to consumer.

Read 16 tweets

The Tycoon Mindset

@tycoonmindset05

11 Jun

#CenturyPlyboard conducted their today at 3:30 APM.

Here are the key takeaways 😀😊

Business Update:
• Q4 was the best quarter for century in history of co.
• Laminate has shown very good performance with increasing margins.
• Q1 FY22 has been affected due to covid, however things have improved now.
• Strengthen the balance sheet and net debt near to 0.

Capacity Utilization & CAPEX:
• Plywood capacity has been ramped up and now is 100%+. Capacity would be increased here, with CAPEX spent.
• Laminates: Current utilization is low. Hence capex can be in next year. Laminates can add another 15-16%

Conti.

Read 15 tweets

The Tycoon Mindset

@tycoonmindset05

11 Jun

Mayur Uniquoters Limited, conducted their conference call today at 3:00 pm.

"Focused to grow business margin. "

Here are the key takeaways 😁😁...

Business Report
- Business has delivered good growth

- Due to lockdown situation, manufacturers has faces tough issue due to low demand preveilsd in the market.

- Company has gained good and huge demand from international markets.

- Companies products are widely accepted in both domestic and international market.

- They expect from 3rd week of June automotive business will show positive sign.

Read 12 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!