Recent Business environment has been mix for Chemical, Pharma & API companies πŸ§ͺπŸ₯πŸ’Š. Its time to decode what happened across the industry and how companies are surviving through these headwinds.
An educational thread πŸ”–πŸ§Ύ on what happened across and summary of their concall ☎️☎️
Aarti Drugs, Surviving in Headwinds,margins under pressure πŸ“‰
bit.ly/30V1CVa
Eris Lifesciences, Growth levers to be triggered in Cardio Metabolic SegmentπŸ«€
bit.ly/3xkwM4f
AuroPharma, Will injectables help in recovery? πŸ’‰
bit.ly/3FILIfn
Granules, Will backward Integration help to bring back the growth? πŸ“ˆ
bit.ly/30OxUAV
IPCA Lab, Facing challenges in API Segment πŸ“Š
bit.ly/3HZYDvA
SMS Pharma, Working silently in APIs segment πŸ”‡
bit.ly/3p2XOtk
Rallis India, Ongoing capex to boost the top line πŸ“ˆ
bit.ly/3DPE5Du
IOL Chemical, Facing Headwinds in Ibuprofen πŸ’Ή
bit.ly/3I0aHwH
HCG, Capex is completed and it is at cusp of growth πŸ“ˆ
bit.ly/3FUzNv2
PI Industries, Bio & Electronic Chemical Products and Entry in Human Pharma would be key growth driver πŸ§ͺ⚑
bit.ly/32Gj3th
Alkyl Amines, High RM Cost lowering the margin πŸ“¦
bit.ly/3HZtNmH
Suven Pharma, Growth likely to taper due to high Maintenance Opex πŸ“Š
bit.ly/317zsqb
Divis Lab, Focused on upcoming off patented APIs πŸ”Ž
bit.ly/3HZQG9C
Laurus Lab, Bullish on CDMO Business 🎯
bit.ly/3nXY3q4
Praj Industries, Ethanol is accelerating the growth πŸ“ˆ
bit.ly/3CZ706I
Dharamsi Morarji, Focused on better margin products under specialty chemicals 🎯
bit.ly/3E1Dmzc
Deepak Nitrate, Initiated Depend On Deepak πŸ”Ž
bit.ly/3nXi28g
Dishman Carbogen, Confident on phase 3 molecules 🎯
bit.ly/3cXPnKa
Hikal, Heavy rainfall deteriorated revenues β›ˆοΈπŸ’΅πŸ“‰
bit.ly/3cWXUNq
Neuland Lab, Positive on CMS Business πŸ“ˆ
bit.ly/313Vr0Q
Syngene, Keeping supply chain robust 🚚🚚
bit.ly/3cTo0Rh
Ami Organics, Creating China Substitute Products πŸ”„πŸ”„
bit.ly/3rcCaFy
Jubilant Ingrevia, Doubling revenue by FY 26 2οΈβƒ£βŽπŸ’°
bit.ly/3I261pY
Sunpharma, Androgen Inhibitor for acne treatment is a milestone πŸ—Ώ
bit.ly/3cXUWrM
Strides Pharma, US Generic to remain under pressure, Stellis to focus on Sputnik Lite πŸ”Ž
bit.ly/3HTuG09
Solara Active Pharma, Doing Backward Integration in Ibuprofen side πŸ‘·πŸΌ
bit.ly/3CZflr8
Hester Biosciences, Developing recombinant Poultry Vaccines πŸ”πŸ’‰
bit.ly/3xwlutH
Fermenta Biotech, dependant on Vitamin D3 demand πŸ’ŠπŸ’ŠπŸ’Š
bit.ly/32JB0Hz

𝐏𝐋𝐄𝐀𝐒𝐄 𝐑𝐄𝐓𝐖𝐄𝐄𝐓 π…πŽπ‘ π–πˆπƒπ„π‘ 𝐑𝐄𝐀𝐂𝐇

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More from @HansrajCapital

27 Nov
#RBIGuideline
- Capital requirement for Universal Bank & Small Finance Banks has raised to 1000 Cr. from 500 Cr. & 300 Cr from 200 Cr respectively
- Initial lock-in of 40% stake of promoters for 5 years (No Change)
- Maximum promoter stake raised to 26% of paid up voting equity share capital from 15%, in the long run of 15 years
- It applies to new as well as on existing banks
- Promoter can bring down holding to even below 26% after lock in of 5 years
- RBI is trying to stop corporates from entering banking
- Promoters can infuse more money so it will help banks in distress position
- It is important for the growth of banks as small shareholding affects individual's interest in business
Read 4 tweets
26 Nov
#FreightCost
As Ocean freight rates have dropped by $10-15/t since Nov. What are the possibilities in future lets understand

Reasons of drop:
- As Winter Olympics are near so China wants clean environment so reducing fossil fuels consumption
- China instructed large power consuming industries to lower the production and it ramped up its coal production from 11 Mnt to 12Mnt so because of that China's coal stock has returned from its low
- Short term demand disruption of Coal Import from China led to less congestion on ports
- After the Evergrande collapse in China, Its real estate sector impacted negatively and iron ore & related commodities consumption came down
Read 4 tweets
17 Sep
Let’s understand latest action taken on #PoonawalaFincorp #MagmaFincorp by SEBI, behind the scenes and what were recent development in company
Action Taken by SEBI and Reasons
-SEBI received insider trading alerts in Magma when the announcement was made regarding acquisition of a controlling stake in the Company by Rising Sun Holding (RSHPL, controlled by Poonawala group owned by Adar Poonawala,Serum Institute Owner).
-Magma made a preferential allotment to RSHPL to raise fresh capital of β‚Ή3,456 crores.
-Discussion started with the conversation between Mr. Abhay Bhutada (was working as Managing Director and CEO of Poonawalla Finance Pvt Ltd) & Kailash Baheti,CFO of Magma.
Read 9 tweets
11 Sep
At Hansraj Capital, we are initiating company analysis. Let’s understand all we need to know about #Xelpmoc before making any investment decision

Thread.....
Xelpmoc Design & Tech Limited, A company which is having innovation in name (xelpmoc is reverse of complex) and business both. The company is running under the supervision of MR. Sandipan Chattopadhyay(Ex-C.T.O. of Just Dial).
Company focus on technological solution under Artificial Intelligence & Data Analytics technologies where it operate under two different Business Model

- Invest in Start-Ups
- Providing Services to Corporate
Read 22 tweets

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