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 .
Do share retweet and Like if its was worth your time . Would give me some happiness on the other side
Dominant producer of paste PVC
2nd Largest in PVC Suspension
EPS CAGR = 37%
PE 22.5
When ROCE / ROE is above the PE then it generally means that there is a good chance of Revaluation .. ( Backtesting some value winners )
Acc to Management they will be able to sustain the margins to a good level
Execution from management should be good , but lets see