Dr Prashant Mishra Profile picture
Aug 4, 2021 37 tweets 7 min read Read on X
Jubilant ingrevia - Products integration ( Source Hemant Bubna) Image
Products integration -For Vitamin B3 Image
Jubilant Ingrevia Image
Life science chemicals -Market Share Image
Ethyl acetate-One of the key products of Jubilant’s Life science business
Manufacturing from -bio-ethanol and acetic acid.
Jubilant is also the 7th largest Ethyl Acetate manufacturer in the world and has the largest market share in the domestic market.( See Below ) Image
ethyl acetate produced through bio- ethanol gives a much lower carbon footprint of 2.29 (cO2 per ton of chemical) as against 5.66 (cO2 per ton of chemical) through petro route. it is an important downstream product of bio-ethanol and acetic acid.
Acetic Anhydride
acetic anhydride is made from acetic acid. Jubilant holds more than half of the domestic market share in the production of acetic anhydride. it is also the 7th largest global manufacturer of acetic anhydride and the 4th largest in terms of merchant sales globally
company has two state of the art production unit for ethanol manufacturing in Gajraula (Uttar Pradesh) and nira (maharashtra). ethanol produced is supplied to oil marketing companies for ethanol Blending Programme (eBP) in india making them the 4th largest supplier on Pan india
Monochloroacetic Acid (McAA)/ sodium Monochloro Acetate (sMcA)
Jubilant is the only integrated producer,manufacturing monochloroacetic acid/Sodium monochloro acetate by utilising acetic acid and acetic anhydride.The company is a prominent exporter of mcaa and Smca.
Manufacturing of Acetic anhydride from Acetic acid . Image
Acetaldehyde
Acetaldehyde market in India is anticipated to grow at CAGR of 4% owing to its extensive utilization in the production of agrochemicals, pharmaceuticals, paints and coatings industries. Acetaldehyde, also known as ethanal, is an organic compound and is used as a
as a chemical intermediate for the manufacturing of various petrochemical products. Indian Acetaldehyde market is highly fragmented owing to the easy availability of raw material and production process, which encouraged the domestic manufacturers to enter this market.
Acetaldehyde finds its major application in the production of Pyridine & Pyridine bases, Pentaerythritol, Acetic Acid and Acetate Esters. Demand for Acetaldehyde in India is driven by the growing demand for Pyridine and Pyridine base in production of agrochemicals and
More than 50% of Pyridine produced is used in the manufacturing of pesticides and herbicides. Moreover, rising demand for Pentaerythritol in plasticizers, paints and coatings is boosting the demand for Acetaldehyde in India. Increasing construction activities coupled with rising
concern towards protection of surface coatings is likely to increase the consumption of Pentaerythritol in paints and coatings, which is further accelerating the growth of India Acetaldehyde market. Furthermore, Acetaldehyde is also used as precursor to produce other chemicals.
Again See the value chain of manufacturing of Ethanol - Acetaldehyde - pyridine - fine in gradients and crop science chemicals Image
@threader_app compile
Diketene market in india-
Until 2020, the Indian diketene market was valued at US$ 31.5 Mn, and is further expected to increase to US$ 48.4 Mn by 2030, expanding at a value CAGR of over 4%.
Pharmaceuticals & nutraceuticals is the key growth engine, likely to yield over two-fifths of the total revenue.

The India Brand Equity Foundation establishes that the country is the largest provider of generic drugs globally.
The Indian pharmaceutical sector generated over 50% of the global demand for various vaccines, 40% of generic demand in the U.S and a quarter of all medicines in the U.K. By 2025, the pharmaceutical industry will reach US$ 25 billion.
Recently, the Union Cabinet has amended existing FDI policies in the pharmaceutical segment to permit 100% investment with regard to medical devices manufacturing subject to certain conditions. pharmaceutical sector cumulatively attracted an FDI inflow worth over US$ 16 billion
between April and June 2020.
Based on these aforementioned broad trends, investments in diketene derivatives and associated products is likely to burgeon, creating massive revenue pools in the future.
Global Diketene Derivatives market Image
Acetic acid - ketene- Diketene- Butanol Image
Rice fortification will increase growth of vitamin B3 market indianexpress.com/article/india/…
Paraquat is a herbicide and it require pyridine as a raw material for manufactring and Due to Paraquat ban in Brazil and Thailand Pyridine, prices were lower in last q but Beta picoline is a co product during pyridine manufacting so because of low pyridine demand even
beta picoline production was low because of This has resulted into improvement in Beta Picoline prices.( Just for knowledge sharing)See Diagram Below Image
Jubilant Ingrevia AR-
CDMO-
-We currently have seven molecules in our
pharma CDMO pipeline out of which four are in Phase
III for anti‑viral and cosmetic applications and three
are in Phase II for anti‑neoplastic, anti‑retroviral and
anti-thrombotic applications.
-Our agrochemical CDMO pipeline includes four
molecules, one in Stage III for insecticides and three
in Stage II for insecticide and fungicide application.
We are also planning to file DMFs for our intermediates regulated markets from our GMP facility at Bharuch
-Our Vitamin B3 is manufactured
through an eco-friendly route, starting from a renewable
source, instead of conventional fuels, thereby reducing
our carbon footprint.
-We offer Vitamin B4 (Choline Chloride) which helps maintain liver health in animals.
We hold the domestic market leadership position in Choline Chloride.
We have also diversified into herbal replacer of
Choline, Methionine, Non-antibiotic growth promoter (under brand ‘Phytoshield’) which is a plant-based natural offering for animal health
In FY 2021, our in‑house RDT team developed ‘Propionic Anhydride’ in record time to capture the growing demand in Agrochemicals (mainly herbicides), Pharmaceuticals (APIs) and Dyes segments.
Our team has successfully
commissioned the global scale plant at Gajraula for
supply across India and the global market. The demand
for Propionic Anhydride is expected to grow on account
of strong growth from Agrochemical Segment (Growth in
Clethodim).
Clethodim- is a post-emergence herbicide used to control annual and perennial grasses in a wide variety of broad leaf crops including soybeans, cotton, flax, peanuts, sunflowers, sugarbeets, potatoes, alfalfa and most vegetables ( In FY 20 UPL also started its production)
Jubilant ingrevia -Acetaldehyde is used to manufacture Pentaerythitol and read about Market of Pentaerythrutol - Growth, Trends and Forecast (2020-2025) businesswire.com/news/home/2020…
Jubilant ingrevia - 50 plants in 5 sites ( Total Plant Area almost 1000 Acres) Image

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More from @drprashantmish6

Sep 5, 2023
Study this company -
Valiant Communications Ltd( Some Good Points from recent business updates)Although i consider Valiant name as a high risk investment idea because of my old experience with valiant organics , some similarities between valiant organics and valiant communications are
low promotors holding
Recently promotor sold some shares.
( Disclosure - Its not my original idea )
✍️Valiant has become the 1st Indian company whose make “Phasor Measurement Unit (PMU)” has been re-type test approved with latest technical specifications by the Council Of Scientific And Industrial Research–National Physical Laboratory (CSIR–NPL) Based on this approval, the Company has applied for Proof of Concept (PoC) to the Power Grid Corporation of India Limited. It is important to mention that PMU is a key component of “One Nation, One Grid, One Frequency” concept and smart-grid projects. PMU plays a key role in Grid Automation, Grid Stabilization and Load Management of the Power Grid. Globally, there are very few foreign manufacturers, manufacturing PMUs at present. The PMU opportunity is also of global nature. Being an indigenous manufacturer, Valiant is apparently a beneficiary of all business opportunities that are notably arising in the Indian Public Sector out of the ‘Make in India.
✍️Valiant has successfully partnered in the Indian market with Tejas Networks Limited. Both the Companies are determined to replicate their business synergies at the global level also. In a recently concluded tender at Bhutan Power, Tejas (with Valiant’s partnership) has been declared lowest bidder (L1), for which the final PO is awaited. Valiant has also partnered with Tejas and another Tata’ flagship company, for power utility markets in Australasia for multi-years contracts. Given the global reach of the Tata Group, the management is optimistic about the outcome about such opportunities.
✍️Valiant and Tejas have now partnered for the forthcoming large-scale business opportunities for their products supplies at the State Electricity Boards (SEBs) of Kerela, Tamil Nadu, Telangana and Gujarat. These business opportunities are valued at over ` 100+ crores for Valiant
✍️The management expects to improve its operating profit margins in forthcoming quarters in the light of
: • Expected better product-mix;
• Earlier years supplies are entering in AMC phase now, resulting a top-up revenue for services;
• New cutting-edge technology driven products are being offered.
✍️Target IndustriesImage
Cyber Security business: The Company is expected to receive its maiden government contract in the current
quarter. Our Company has already successfully conducted a Proof of Concept (PoC) trials with India's premier Grid
Operator for a few of its Cyber Security products and these successful trials for early detection and warning systems
of cyber-attacks, ransomware attacks and network intrusion to safeguard their Gird communication systems, will
start to generate business revenue in the coming quarters. This opportunity is of very large scale, both domestically
and internationally, due to the unique cyber-security solutions that our Company offers.
The Government has a heightened focus on Cyber Security for all its departments and with a view of protecting
critical infrastructure and its data. This should translate into induction of our Cyber Security products in the
Government Sector under the ‘Make in India’ and the ‘Atmanirbhar Bharat’, path-breaking initiatives taken by the
Government of India.
Read 5 tweets
Jun 22, 2023
Synergy Green -Why i like this company ( No recommendation )
1- Policy change in wind energy sector. Read this

2- Bullish wind energy sector ,read this

3-capacity addition-
4-Clients.



Image
Image
5- Raw Material Prices are now stabilized , so i feel with increase in capacity and stable raw material price now margins should be better. Image
Read Investor PPT from Inox wind- Favorable macro environment for wind Sector. Image
Read 6 tweets
Jun 9, 2023
Ami Organics Concall ( Only imp points)
✍️ our business model is designed in such a way that the revival of the Chinese chemical industry has a minimum to no bearing on us.
✍️On the demand side, we were witnessing gradual upswing in the demand in H2 FY '23. And I believe the revival will continue in H1 FY '24
✍️Electrolyte additives- we have received approval from 6 customers worldwide. We have also received plant-scale trial commercial orders of few metric tons. And we are also expecting a bigger commercial order during the current quarter.
we have developed 2 more products in this segment. One of them is liquid electrolyte additive to increase electrocapacity of the Lithium-Ion batteries and one more additive for solid-state battery
✍️we have been able to expand the scope of our contract with Fermion, and we have added a couple of high value intermediates for the same. This means we will now be doing 3 advanced intermediates for them which increases the value of our contract manyfold.
✍️Fermion contract-( darolutamide, Nubeqa )that is a long-term contract, and it will start supplying from Q3 of FY '24. The full capacity supply will be starting FY '25. Because it is a pharma business, and it takes some time for registrations in 180 countries worldwide. So, in Q3 and Q4, it will be giving us a sizable revenue. But from FY '25, it will be giving us a full revenue, And in that contract only, we have 3 more products, and all 3 products are additional to the contract. So that will also help us to grow more in terms of numbers in the upcoming years.
✍️This product is growing unexpectedly to 200 or 300x a year. Whatever they expected in 2026, they already closed in 2023. So, it's going very fast. And the basic API manufacturing plant in Fermion is fully utilized and the intermediate which they are trying to source from us, they are currently making it in-house. They don't have any source other than us.
✍️ Baba Fine Chemicals acquisition - we are gaining entry into a very high entry barrier semiconductor industry and its products main application in photo resistance chemical in semiconductor industries and they are making very high purity chemicals, And going forward the market is more than $2 million in photo resistance chemicals,It will definitely grow more than 3x to 4x in a year,Baba Fine Chem is currently manufacturing and delivering, is exclusively for one customer. But there are more than 40 products, which are already developed and the samples of which can go to the world. Apart from U.S., other countries like Japan, Korea, etc, we have started promoting this product in those countries also.
✍️Export for the year was at 59%, whereas domestic business was at 41%.
✍️ balance sheet, we have a net debt-free balance sheet with cash and cash equivalent of around INR59 crores
✍️We are targeting this year, that the specialty chemicals segment will grow around 25% to 30% against our normal growth of 22% to 25% of our pharma segment, developed some molecule in sp chemicals with versatile applications, including electronic donor, polymer industry as well as some paint industry additive, UV Absorber, as well as some electronic industry. So, cumulatively once it is all in, it will bring a lot of large volume and large value.
✍️Capex INR200 crores plus next year.

✍️Anticoagulant Basket-Apixaban and rivaroxaban is a growth driver for us for the next 2 years because it's going to be launched. And our generic player worldwide more than 26 customers in apixaban. They are all ready to launch. And also, they won some litigation in U.K. against the originators, so that will help us to start moving very fast. In rivaroxaban, the originator has qualified us, and they started placing order in Q4 FY '23. So now we are supplying to originator as well the rivaroxaban. So, it's a very good growth driver for us in the anticoagulant segment.For Edoxaban three customers in Japan qualified Us.
✍️Ankleshwar facility is upcoming facility which will be ready by December '24 operationally. So that will come with a very huge volume, 4x volume than our unit 1 in Surat. So that will be definitely help us with our FY '24, FY '25 & FY '26 growth of pharma.( Asset turnover Normally 3 but we have high value products.)
✍️Currently, on an average basis, considering sales as a base, our working capital cycle is 108 days. And I try to bring this at 100 days. So, we are continuously working on it
✍️The advantage for Ami Organics or, say, for Indian manufacturer, is that the U.S. and other European countries have stopped buying any battery cells or anything which is generated from China. So that is an added advantage that any manufacturer based outside of China will need to have a raw material from outside China. So that is helping us to push ourselves in a faster mode of getting the orders and all.
✍️Normally, our product basket is well distributed and none of the basket is more than 15%
Ami organics
Ami organics - Image
Read 5 tweets
May 11, 2023
See my f2f with @vivbajaj at 71 min how i identified John cockrail one year back which is now near to all time high , there is now substitute for reading and hardwork .
twitter.com/i/web/status/1…
John Cockerill- Decarbonisation of steel Image
Decarbonising Steel Production pib.gov.in/PressReleasePa…
Read 6 tweets
Mar 18, 2023
Read about ELIN Electronics. 1drv.ms/w/s!AhKBGZ1SnP…
ELIN ELECTRONICS Image
Image
Read 8 tweets
Mar 3, 2023
Sealmatic india -
✍️Manufacturer of Mechanical seal for
• Pumps
• Compressors
• Rotary Applications
• Seal Supply System Components
Sealmatic designs and manufactures mechanical seals and associated products, sealing support systems mainly for the oil & gas,
refinery, petrochemical, chemical, pharmaceutical, fertilizer, power, mining, pulp & paper, aerospace, marine and many more industrial applications.
✍️With a wide range of products and services, Sealmatic has solutions for every sealing requirement – such as Pusher Seals, Standard Cartridge Seals, Elastomer Bellows Seals, Metal Bellows Seals, Engineered Seals, Split Seals, Gas-Lubricated Seals and many more.
Read 31 tweets

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