Some companies that deliver future returns have hair on them to begin with.
#Camlinfine is one ex, has been going a transformation internally (not visible optically at present) and is now on strong footing with installation of commissioning of Diphenols capacity in Dahej.
#Camlinfine is one ex, has been going a transformation internally (not visible optically at present) and is now on strong footing with installation of commissioning of Diphenols capacity in Dahej.
Diphenols capacity helps them save on freight which was hitherto spent on importing from Italy.
This capacity makes them one of the very few players in the world with captive capacity of diphenols.
The diphenols derivatives to come will have substantially higher margins.
This capacity makes them one of the very few players in the world with captive capacity of diphenols.
The diphenols derivatives to come will have substantially higher margins.
The optionality remains in terms of the bumper outcomes that can come from their agreement with Lockheed Martin for supply of speciality chemicals that go into energy storage( a huge sunrise opportunity) over the next few years as the supplies begin.
Most importantly, no growth can be built on shaky grounds, the diphenols capacity establishes solid foundations for Camlin to now grow on without looking back.
A similar pattern was visible in a number of chemical companies that grew significantly over the course of last decade.
A similar pattern was visible in a number of chemical companies that grew significantly over the course of last decade.
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