Here are my notes ✍️of Q3 FY22 Concall of #BlackRoseIndustries

A Thread 🧵
- Out of their 32,000 MTPA Capex for Acrylamide Liquid 20,000 MTPA is for Merchant Sales

And other 12,000 MTPA is for Captive Requirement
- Awaiting Clearance for their 3,600 MTPA Capex for Acrylamide Solid

- Subdued and Low Growth in this Quarter is due to the Covid 3rd Wave
- Revenue degrowth by 9% although EBITDA and PAT Margins Improved

- Company is almost a Debt Free Company Now
- Revenue Break Up -

34% - Chemical Manufacturing
65% - Chemical Distribution
1% - Others

In this Quarter Revenue from Chemical Manufacturing has drastically increased which was 23-25% last Quarter
- Hexamine is one of the new product added in their Chemical Distribution Business

- Chemical Manufacturing Business saw a very good growth in revenue from 25 Cr in the previous Quarter to 31 Cr in this Quarter
- Capacity Utilization Level is around 60% in Acrylamide Liquid & Polyacrylamide Liquid

- Acrylamide Solid & NMA to add in their revenue from Q4
- Acrylonitrile key raw material for acrylamide prices have touched low and company expects good realisation

- Demand for Acrylamide Liquid has remained Stable and company has gained market share in in Acrylamide Liquid
Thats all from my side Guys

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Feb 8
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Fantastic Results by Natural Capsules 👏 👌

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⬆️ 24% QoQ
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"I like people admitting they were stupid , I know I will perform better if I rub my nose in mistakes "

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3⃣Does #Arthavruksha have a team ? If yes then how big

4⃣ How does it earn money?

5⃣ What were Initial Investments in #Arthavruksha
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Q . What does #Arthavruksha do ?

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