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Jan 10 • 6 tweets • 2 min read
Sadhana Nitro. Why is it an FBB stock as described by @NiftyGranmaster? Let's analyze! The company is a well established player in the chemical industry with strong presence in Nitrobenzine and it's derivatives. #Multibagger #SumitBansal
1/
It is venturing into production of Para AmminoPhenol (PAP) a highly sought after chemical in the global market, due to reduction of around 60000 TPA capacity in China. Sadhana is setting up a 36000 TPA plant to meet this shortfall.
2/
Most importantly, Sadhana will use Nitrobenzine as feedstock unlike the Para Nitro Chloro Benzene (PNCB) route used by majority of Chinese players and Valiant Chem in India.
3/
The PNCB route generates certain hard to remove toxic impurities which impacts the final quality of the product, reducing ability to demand premium pricing in the global market.
4/
The manufacturing process of PAP with Nitrobenzine as feedstock is very complex and many well known players have failed to crack the technology.
5/
If Sadhana is successful in producing PAP from Nitrobenzine without any technical hitch, then it would indeed become a top bull in the chemical industry in India, matching the likes of Atul, Aarti, PI Industries etc
6/

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More from @OverView11

P K Profile picture
Apr 30
On 29th April, @niftygranmaster added #BetaDrugs to his portfolio. The first SME stock. He had posted on 24th about the potential of companies, working on cancer cure. Let’s now take a deeper look at Beta Drugs and review its growth potential
2/ The company’s growth has indeed taken off in FY22.

FY 2018 - Rs.50 Crores

FY 2019 - Rs.64 Crores

FY 2020 - Rs.90 Crores

FY 2021 - Rs.116 Crores

FY 2022 - Rs.183 Crores

Net profit in FY22 more than doubled to Rs.25Crore with EPS at Rs.26.
3/ Beta Drugs had fully acquired Adley Formulation Pvt Ltd (AFPL) and Adley Lab Ltd (ADL) resulting in backward integration of APIs & other raw materials. This has made key difference in its operating margins and revenues.
Read 16 tweets
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Apr 16
On 13th April, @NiftyGranmaster entered #DYNACONS. What do we know about the naughty little animal that Sumitji unleashed on 14th April? It went berserk running up, 20% in a day! Dynacons Systems & Solutions Ltd. #DSSL Follow this thread...🧵 Image
2/ #DSSL is growing fast and is getting ready to fight the big guns as well as the fragmented local service providers, in the IT Infrastructure Industry. Founded in 1995, it has stuck it out and grown slowly but steadily and has reached a stage where it can win larger contracts
3/ #Dynacons has built strong engineering skills and has the manpower to deliver services to large corporates, banks and industries, nationwide. It also has presence in Singapore for handling Asia Pacific operations #Multibaggers
Read 14 tweets
P K Profile picture
Feb 5
Sadhana Nitro Chem - A Deep Dive. Let’s look deeper into the key products and the chemical process of @NiftyGranmaster's first FBB pick! Spotting upcoming industry winners is no mean task. And #SumitBansal ji is turning out to be a grand master at this! Time and again! 1/
Sadhana Nitro Chem is not a new kid on the block. It was established in 1973 and has been in the forefront of Nitrobenzene (NB) production in India. The company also has a wholly owned subsidiary in Belgium, catering to the European market. 2/
During 50 years of its operation, it has fined tuned its technology and stayed strong. The decades of struggle, manufacturing the highly toxic NB and its derivatives has helped to make it a very hard nut to crack. 3/
Read 13 tweets

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