~Ethanol Demand to rise from Govt push for 20% ethanol blending by 2025
~Launched BioPrism tech portfolio for producing bio-based Renewable Materials
~Identified growth areas like Bioplastics, Lignin products, specialty
chemicals, & others
3/ CEO & MDโs Note
~Praj continues to dominate the bioenergy sector in India
~Engg Business saw good unique opportunities
~Delivered Solutions as part of critical vaccine supply chain
4/ Technologies introduced under Biomobility Platform in FY21 provided
~Reduced water requirement
~Enhanced plant capacity
~Increased ethanol yield
~Reduction in emissions
~Pharma Grade Ethanol
~Production of Compressed Biogas from agri-residues and pressmud
5/ Bio-Prism Platform & Lignin Valorization
6/ R&D & Award Highlights
~Gained 5 Indian & 6 Foreign Patents in FY21
~Bagged awards for innovation and waste management
7/ Business Highlights
1st Gen Ethanol Domestic:
~Govt push to create opportunity for new 10 bn liters PA capacity
~Good traction for B-heavy molasses and sugar syrup based ethanol plants
1st Gen Ethanol International
~Traction for Pharma grade Ethanol
~Demand up for biofuels
8/ Business Highlights Contd
2nd Gen Ethanol
~Has 3 orders for advanced biofuel refineries in India
~Expect demand from North Europe
Compressed BioGas
~Expecting setup of 5000 CBG plants in next 5 years
Others
~Developed process for making Isobutanol
~Scaling up SAF in India
9/ Business Highlights Contd
~CPES got orders from a US-based Industrial Gases Company
~Slowdown in domestic Brewery Segment
~Got repeat orders for Zero Liquid Discharge Solutions
~HiPurity to see demand rise from pharma & personal care segments
10/ R&D Developments
~Joined with Institute Of Chemical Technology, Mumbai (ICT) for process development and reactor design research
~Produced breakthrough in making โBio-bitumenโ based on Lignin
~Filed for over 300 patents to date
11/ Outlook for the Future
~Ethanol demand to rise for blending
~CBG opportunity to rise
~Bioenergy to become mainstream due to focus on sustainability
A Leading Housing Finance Company concentrating on Affordable Housing
Put on your helmets & Enjoy the ride ๐
Retweet for wider reach ๐
1/ Performance Overview
~Annual Revenues exceeded Rs 1000 Cr for the first time
~AUM reached Rs 9454 Cr
~Spread at 5.76% in FY21
~Active Customer base at >1.25 Lacs
2/ 10 Year Report Card
~Developed Niche & maintained disciplined and conservative underwriting
~Scaled the business sustainably
~Promoted financial inclusion & led to the development of the sector
In the year 2010, @vijayshekharโs company One97 Communications, which owns Paytm, was looking to raise just 120 Cr. Valuing the whole company at around 500 Cr.
Fast forward 11 years.
A 370X jump in valuation.
That's the power of ownership of business and equity
Coincidentally, in 2010, India saw its biggest IPO till-date of Coal India
INR 15,200 Cr.
Paytm is all set to break that record this year with its
IPO
One of our investor friends is an ex @PPFAS but does not want his name to appear here.
He made some hard-hitting points to disprove the opinion formed in the above blog post which we believe cannot remain confined in a closed investor group.
So here we go.
~Comparison of PPFAS with NASDAQ 100 for the entire time period is a flawed logic (check image)
~35% allocation is overseas and not NASDAQ.
~allocation to NASDAQ based stocks was very low in the initial period