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Mar 5 ā€¢ 14 tweets ā€¢ 6 min read
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.

In this šŸ§µ we have studied value chains of various businesses

Like & Retweet for better reach šŸ§ŖšŸ‘Øā€šŸ”¬
#aartiindustries
#deepaknitrite
#Cleansciences and #Camlinefinesciences
#Navinfluorine
#Alkylamines & #BalajiAmines
#VinatiOrganics
#Paushak
#Valiantorganics
#Neogenchemicals
#Fairchemorganics
#DMCC
#Tatvachintan
#Fineorganics

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More from @ValueEducator

Value Educator Profile picture
Feb 26
Why šŸŽµ music labels is unique business model ?
@NeilBahal

Watch the video !
Link :

1. High Entry Barriers
It's not easy to create catalogue of 1 Lk songs in short time. Each movie will have 4-5 songs and in a year about 100 movies might be released, Image
so about 500 songs will be produced in a year. To create catalogue of 25000 songs it will need 50 years. Industry will keep consolidating, as bigger players will acquire the smaller music labels.
2. Get the acquisition costs recovered in 3-5 years and keep the content with you for lifetime without any incremental costs.
Keyword : Without incremental costs Image
Read 8 tweets
Value Educator Profile picture
Feb 19
#Hikal Q3 FY22 concall highlights šŸ’ŠšŸ§Ŗ

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1. Revenues for the quarter stood at ā‚¹515 Cr (11% growth YoY).

2. EBITDA for the quarter was ā‚¹93 Cr (2% growth YoY). EBITDA margins were 18.1% for the quarter. PAT stood at ā‚¹45 Cr (12% growth YoY).
3. Revenue from the Pharmaceuticals segment was ā‚¹268 Cr which is flat YoY. Operating profit from the Pharmaceuticals segment was ā‚¹36 Cr (25% decline YoY).
4. Revenue from the Crop Protection segment was ā‚¹246 Cr (27% growth YoY) and the operating profit for this segment was ā‚¹38 Cr (22% growth YoY).
Read 14 tweets
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Feb 19
#Fermentabiotech Q3 2022 Concal Highlights

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Operational Highlights

1. The revenues for the quarter stood at ā‚¹93Cr with growth of 3.2% YoY
2. EBITDA stood at ā‚¹2.2Cr translating to EBITDA margins of 2.36%

3. The company posted a loss of (-ā‚¹8 Cr) and negative PAT margins
4. Q3-FY22 gross margins are better by 3.6% over Q2-FY22. However due to lower sales and under absorption of cost the EBITDA margins have dropped approximately by 3%.
Read 14 tweets
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Feb 19
#Rossaribiotech Q3 2022 Concall Highlights

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Operational Highlights

1. Revenues for the quarter stood at ā‚¹428.4Cr, up 104% from same period previous year
2. EBITDA stood at ā‚¹46.7 Cr translating to EBITDA margins of 10.9%

3. PAT stood at ā‚¹22.5 Cr with PAT margins of 5.3%

4. Undertaking price hikes wherever possible to offset these raw material pressures.
5. This is the first full quarter of consolidation of recent acquisitions of Unitop and Tristar in Rossariā€™s performance. Both these companies delivered growth during the period, which assisted overall performance.
Read 14 tweets
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Feb 19
#JBChemicals & Pharmaceuticals Q3 FY22 concall highlights šŸ’ŠšŸ’Š

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1. They were the fastest growing company among the Top 30 companies in the domestic formulations market as per IQVIA. JB grew at 27% vs market growth of 18%.
2. Revenues for the quarter stood at ā‚¹601 Cr (10% growth YoY).

3. EBITDA excluding ESOP cost stood at ā‚¹153 Cr (10.5% decline YoY). Gross margins for the quarter stood at 66% although there was significant cost inflation.
4. Cost pressure persists on raw material and packing material, which is expected to continue in the medium-term.

5. During Q3 FY22, Domestic Formulations business launched 12 new products including Molnupiravir, Cilacar TM, Azovas-T and Pirfenidone.
Read 12 tweets
Value Educator Profile picture
Feb 19
#SequentScientific Q3 FY22 concall highlights šŸ©šŸ•ā€šŸ¦ŗ

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Watch the video to understand the business details :


1. Revenues for the quarter stood at ā‚¹358 Cr (4.8% growth YoY).
2. Growth was mainly driven by the Formulations business which grew at 18.5% YoY on a constant currency basis whereas the API business declined by 20% YoY driven by logistic challenges and subdued demand for Albendazole.
3. Growth in the API portfolio excluding Albendazole has been strong in the first 9 months. Albendazole demand still remains subdued but there is a strong recovery in demand QoQ.
Read 17 tweets

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