#VALIANTORG #VALIANT

(1)

Chart view:

The stock corrected to restest it's "LOW" since coming to the mainboard.

Significantly bounced back with volume before touching previous low.

Recaptured 20DMA in the reversal, 50DMA acted as resistance.

Chart suggests a clear reversal.
(2)

Product portfolio
(3)

Strong product portfolio development will enable the integration more feasibly. Management is quite good at doing the integration successfully.
(4)
As the whole Dalal street knows, heavy CAPEX completed in recent years might bring the topline growth soon.

Capex detail in the following comment.👇👇👇
(5)
Completed the expansion of chloro-phenols capacity at Sarigam from 4,800MTPA to 18,000MTPA in a span of two years.

Increased the production capacity at Tarapur and Vapi plants from 13,000MTPA to 16,000MTPA.

Undertook expansion at Jhagadia plant for hydrogenation ...Cont...
(6)
They has a land in Sayakha and Dahej (total around 80,000sqmtr). These are option to use future for further expansion projects.
(7)
Jhagadia plant expansion is an example of how keen management is to look forward and initiate backward integration.
(8)
Expansion in Vapi and Tarapur aims to something else.
The company can utilize their plant and the competency in the chemical field to produce value-added products in the portfolio which are mostly import-substitutes.

Eventually, the efficiency of the plant improved as well.
(9)
Management:
Aarti group is a stalwart of the Indian chemicals industry. Chandrakant Gogri was awarded the prestigious ‘Distinguished Alumnus Award’ by UDCT in 1995 for his entrepreneurial achievements in the chemicals industry.
(10)

This is the company's journey till now.

• • •

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

Keep Current with Ditto Davis

Ditto Davis Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

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

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

Did Thread Reader help you today?

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

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(