Why the business deserves such valuations is very clear. There are almost no other business which ever sector having such gross margins . Ignore Chemical sector etc. Any business you take this Margins is exceptional and can do magic
With such increase in the Raw material price they have maintained the margins to a great extend without passing the raw material prices .. Exceptional Work
Strong and Biggest Capex is underway for Clean Science and this will definitely increase the sales and margins will be kept near these 50-60 odd percent which will take the PAT exponentially ( Compounding )
New Product Addition HALS
With such increase in Raw Material Prices the company is able to continue such margins where all other Chemicals felt the pressure some even after passing the cost .. Shows their specialization and management perfection to achieve this
Capex taken seriously with focus
Do go through this
Fastest Growing Speciality Chemical companies
Even with such a good margins already ..
Hope you like this thread about Clean Science already made a thread on Tatva Rest will post during the coming times .
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A Detailed business analysis of a niche Auto ancillary company having industry high ROCE, ROE with top class renowned management
A special situation play - A Demerger story that is ready to unfold itself
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Before diving deep into this wonderful business let's have a look at India's Growth story as a whole
As per World Bank, Asian Development Bank and the International Monetary Fund projections, India will remain the fastest-growing major economy in the world during 2021-24
Now this is a trigger by itself to every industry in India and ensures fast growth in most parts of the economy
Now let's have a crisp view about the growth in Auto Industry
The PV volume growth is expected to be between 4-4.5% CAGR in the next few years , a 1.5X gear up
How my twitter circle and followers exploded from 0 in Sep 2021 to 51,400 in Sep 2022 ?
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