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Vikalp Profile picture
@SinghVikalp
Feb 13, 2022 • 5 tweets • 3 min read • Read on X
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Clean Science & Tech. Ltd- One of the leading manufactures specialty chemicals such as Performance Chemicals (MEHQ, BHA, and AP), Pharmaceutical Intermediates & FMCG Chemicals globally. Leading Manufacturer of Green Chemistry.
@kuttrapali26 @AvadhMaheshwar2 #longterm
🧵...1/5
2) Revenue - Clean Science’s top 10 customers amounted to Rs 245 Cr. of revenue
🌟SEGMENT
Performance Chemicals-70%
Pharmaceutical-16%
FMCG-13%
Oths-1%
🌟GEOGRAPHY (Exports & Domestic)
US-12%
CHN-37%🏅
EUR-14%
Ind- 31%
OTHs - 6%
3) Product - The company’s products are used as key starting level materials, as inhibitors or as additives by diverse Industries such as Textiles, Agriculture, Personal Care, FMCG. Its Key customers include Bayer AG, SRF Ltd, Gennex Lab, Nutriad Int NV & Vinati Organics
4) R&D- The Co. developed key products in HALS series using in-house R&D capabilities & has become the first Indian company to develop HALS series which find application in diverse end industries including polymerization inhibitor, water treatment, paint & coatings industry etc
5) USP ⚡️World’s largest producer of 4 out of the 7 products that it manufactures
⚡️It is expanding capacities by at least 20K mt for its existing products
⚡️FII/FPI have increased holdings from 3.8% to 5.1% in Dec, 21 qtr
⚡️ It is almost debt free
⚡️3 Years ROE 44%
#Research

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More from @SinghVikalp

Vikalp Profile picture
Mar 16
Since 1994, Exicom Tele-Systems has been a pioneer in two key domains:
EV Chargers & Critical Power.

With a strong focus on innovation, they're leading the charge towards sustainable mobility and reliable power solutions. #ElectricVehicles #exicomtelesystems
💡🔌 Image
Exicom Tele-Systems charging ahead in the EV sector!

With revenue from EV charging already at 31.7% in FY23, they're set on accelerating growth, eyeing a larger share in the booming market.

-Exicom aims to raise its revenue contribution from the EV charging business, which currently stands at around 30%.
-The company expects further expansion, aligning with the projected 50-60% CAGR in the EV charging market over the next four years.Image
Exicom Tele-Systems: It has three manufacturing hubs and two R&D centers in India, they're poised to drive advancements in EV technology.
-Annual capacity of 12,000 DC power systems and 44,400 AC chargers and DC fast chargers.

Company has good international presence. Image
Read 5 tweets
Vikalp Profile picture
Nov 24, 2023
Every one behind #TataTechnologies but another Tata company with book value of 840 and trading at 966. Decent dividend payout of 1.8%.

It can be key for Tata to build EV eco system. #Investing #longterm Image
#TataChemical -
Part of the Tata Group, the company is a global leading manufacturer of soda ash
and sodium bicarbonate (market position
of 3rd and 6th respectively) with manufacturing facilities in India, the US, the UK, and Kenya
🧵… #chemical #soda ash Image
Speciality Chemistry 🧪 -
✔️Agro Sciences: Company reaches to
80% of India's districts and has 7 power
brands through its subsidiary Rallis India, which offers crop protection and agri-input solutions.
✔️Nutritional Sciences: Company offers
range of nutritional solutions, prebiotics
and healthier alternatives to regular sugar for consumers.
✔️Material Sciences: This includes Highly Dispersible Silica and other grades of Precipitated Silica and silica dispersion used in several industry segments, including tires and rubbers.
Image
Read 6 tweets
Vikalp Profile picture
Nov 12, 2023
#Schneider Electric Infrastructure Limited, incorporated in 2011, is engaged in the business of manufacturing, designing, building and servicing technologically advanced products and systems for the electricity network. #Electric #Power #intruments Image
Products - Transformers, Power Transformers, Switchgears (Primary & Secondary Switchgears), Medium Voltage Switchgear, Protection Relays, Differential Relay, Electricity distribution management systems, a software suite for self-healing smart grid, e-House & smart cities Apps Image
Revenue Mix FY22-

Sale of products and services - 92%
Project Revenue - 7%
Others - 1%

Clients -
Tata Projects,
Ultratech Cements,
BEL,
IOCL,
Siemens among others. Image
Read 9 tweets
Vikalp Profile picture
Aug 26, 2023
🚗 Automobile auxiliary companies are vital in the auto industry, offering specialized components, tech, and services that boost vehicle manufacturing, safety, aesthetics, and more. From engines to electronics, they elevate quality and innovation, driving the automotive sector forward. #AutoInnovation #IndustryAdvancement
TOP 5 in India -
1 #MOTHERSONSUMI
2 #BOSCH
3 #BHARATFORGE
4 #SCHAEFFLERINDIA
5 #SONABLW PRECISION FORGINGS
🛠️ India's auto ancillary sector shines globally with top-notch quality and productivity.

A vital player in the global auto supply chain, India supplies critical components to big names like BMW, Ford, Mercedes-Benz, and more. As developed markets evolve, India's become a manufacturing hub. 🌍🇮🇳 #AutoIndustry #GlobalSupplier
The automotive ancillary sector can be divided into 9 industries:
Casting, bearings, batteries,
Tyres, lubricants, forgings, fasteners,
Diesel engines & other ancillary parts
Comparison of -
Sona BLW Precision
Fiem Industries Ltd
Sandhar Technologies
Banco Products
Read 8 tweets
Vikalp Profile picture
Jul 29, 2023
#PakkaLimited, is engaged in the business of specialty packaging products manufacturing and trading in specialty papers and Moulded products.

Revenue Split -
Paper - 88%
Moulded- 21% Image
Manufacturing - its facility located in Ayodhya, UP at the heart of India’s sugarcane belt.
Expansion - planning expansion of capacity in moulded products business by about 25% to 14 TPD through the installation of 8 new lines and growth in its integrated pulp mill capacity Image
Clients -
The Company’s customers comprise major QSR chains and restaurant and hospitality players, such as Starbucks, Pizza Hut, KFC, Café Coffee Day, McDonald’s, Social, Flurys, Haldiram’s, Chai Point, etc Image
Read 5 tweets
Vikalp Profile picture
Jul 16, 2023
#Zen Tech was incorporated in 1996. The co. designs develop & manufacture combat training solutions for the training of defense & security forces. It is actively involved in the indigenization of technologies, which are beneficial to armed forces, police & paramilitary forces. Image
Products - land based military training simulators, driving simulators, live range equipment and anti-drone systems. It also has a training platform in Hyderabad, with an integration of its complete product range, that provides a realistic battle experience. #growth #longterm Image
It has a defense training solutions with over 95% market share in tank simulators.
Order Book -
Annual Maintenance Contracts - 34%
Equipment - 66%
Export
Domestic - 95%
Overseas - 5%
#export #IndianArmy Image
Read 6 tweets

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