Clean science and technology Ltd
#Cleanscience
#IPO
Key points
//Thread//🧵
🧪Clean science is one the fastest growing company in india
🧪China +1 theme playing out exporting 35% of its products to china thats commendable 🙌
@josephseby78 @caniravkaria @TSG_Capital
#Cleanscience
#IPO
Key points
//Thread//🧵
🧪Clean science is one the fastest growing company in india
🧪China +1 theme playing out exporting 35% of its products to china thats commendable 🙌
@josephseby78 @caniravkaria @TSG_Capital
🧪More than 70% of its products are exported all over the world
🧪One of the only companys in india with lowest waste production, most of the byproduct that comes out as waste is water
🧪Largest Manufactures and exporter of its prodcuts in 🇮🇳
🧪One of the only companys in india with lowest waste production, most of the byproduct that comes out as waste is water
🧪Largest Manufactures and exporter of its prodcuts in 🇮🇳
🧪Key Competitors in its product
*Camlin Fine Science
*Atul
*Solvay
*Yasho Industries
*DSM Nutrition
*Shandong Pharma
*Hongrui Fine Chem
*Cosmos Nanjing
*Haining Chem
*Mithila rasayan
*Camlin Fine Science
*Atul
*Solvay
*Yasho Industries
*DSM Nutrition
*Shandong Pharma
*Hongrui Fine Chem
*Cosmos Nanjing
*Haining Chem
*Mithila rasayan
Revenue Mix -
⚗Performance chemicals
*MEHQ
*BHA
*Ascorbyl Palmitate
More than 69%+ towards revenues
⚗Performance chemicals
*MEHQ
*BHA
*Ascorbyl Palmitate
More than 69%+ towards revenues
💊 Pharmaceutical intermeditates
*Guaiacol
*DCC
More than 16%+ towards revenue
🇮🇳 Company has also applied for Initiation of anti dumping investigation for DCC from china
*Guaiacol
*DCC
More than 16%+ towards revenue
🇮🇳 Company has also applied for Initiation of anti dumping investigation for DCC from china
👨🌾 FMCG Chemicals
*4-MAP
*Anisole
More than 12%+ towards revenues
*4-MAP
*Anisole
More than 12%+ towards revenues
👨🔬Clean science has well diversified client portfolio
👨🔬Top 5 customers contribute towards 35% of the total revenue
👨🔬 Clean science has a very strong R&D team
👨🔬Production facilities are completely backward integrated which gives them a edge over pricing
👨🔬Top 5 customers contribute towards 35% of the total revenue
👨🔬 Clean science has a very strong R&D team
👨🔬Production facilities are completely backward integrated which gives them a edge over pricing
#Cleanscience
Margins - 40% PAT
RoE- 40%
TTM PE- 48x
Super cheap in comparison with other chemical companies, on par RoE's with Deepak Nitrite
Fully integrated and debt free company
Margins - 40% PAT
RoE- 40%
TTM PE- 48x
Super cheap in comparison with other chemical companies, on par RoE's with Deepak Nitrite
Fully integrated and debt free company
♻️Green chemicals is the future
♻️This is one of the reason they are able to get chinese customers because of their environmental friendly approch
♻️The Green Chemicals market is expected to grow by USD 45 billion by 2025
CAGR of 10.5% from 2019 to 2025
♻️This is one of the reason they are able to get chinese customers because of their environmental friendly approch
♻️The Green Chemicals market is expected to grow by USD 45 billion by 2025
CAGR of 10.5% from 2019 to 2025
@nakulvibhor @chartmojo @nid_rockz @jeevanpatwa @ipo_mantra @Puretechnicals9
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