InVed® Equity4Life® Profile picture
Jun 8, 2022 • 14 tweets • 4 min read • Read on X
A thread on key takeaways from #BalajiAmines Annual Report-2022.

Courtesy @ash_lodha
👉Business blueprint since beginning:

1) Focus on import substitute products.
2) Use local technology to develop & manufacture products.
3) Alter design & processes to make products cost effective.
👉Largest Indian producer of the following products:

• Methylamines
• Ethylamines
• Di-Methyl Acetamide (DMAC)
• Di-Methyl Amine Hydrochloride (DMA HCL)
• Dimethylformamide (DMF)
👉Sole Manufacturer in India for the following products:

• Morpholine
• Dimethylformamide (DMF)
• N-Ethyl-2-Pyrrolidone (NEP)
• N-Methyl-Pyrrolidone (NMP)
• Pharmapure Povidone
• Pharmapure Povidone (PVP K30 & PVP K25)
• Gamma Butyrolactone (GBL)
👉Competitive Advantage:

• Fully Automated plants controlled through DCS System.
• Only company to use indigenous technology to manufacture amines & allied products.
• Global presence in > 50 countries & > 1200 customers
• All facilities are zero liquid discharge units.
👉Product wise Performance
👉Key Numbers:
👉Key Ratio’s:
👉Takeaway from Chairman's Speech:
👉Capex Blueprint:
👉Management Discussion & Analysis
👉Management Discussion & Analysis
đź“ťBalaji Specialty Chemical Ltd (BSCL)- subsidiary of Balaji Amines Ltd:
👉Financial performance of Balaji Specialty Chemical Ltd (BSCL).

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with InVed® Equity4Life®

InVed® Equity4Life® Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @InVed_E4L

Dec 3, 2022
Va-Tech Wabag
- VA Tech Wabag - global player in the water treatment industry
- Geographies - India, the Middle East, North Africa, Central and Eastern Europe, China and South East Asia
- More than 1400 projected completed since 1995
1/n

#Equity4Life
-Complete life cycle solutions including conceptualization,design,engineering,procurement, supply,installation,construction n O&M services for sewage treatment, processed n drinking water treatment, effluent treatment, sludge treatment, desalination n reuse for institutional
2/n
Growth in Q2 topline
- Resumption of project in Sibur, Russia
- start of execution on other new international projects

Growth in PAT - 77%
- Increase in International EP Projects
- Faster execution pace
- Efficient Debt Control Measures
- Reduction in Borrowing Cost
3/n
Read 14 tweets
Mar 25, 2022
#Relaxo
Historically has taken support near 20MEMA multiple times. Currently near the same support.

1/n
- One of the few listed footwear company.
- Robust Distribution network Pan India
- Industry slowly consolidating from unorganized to organised sector.
- Increasing online presence as well with more than 70% of the products listed online.

2/n
Industry Overview:
- India is the 2nd largest footwear manufacturer
- Growing trend of premiumization and shifting to branded footwear.
- Indian footwear market size is expected to grow 10.8% CAGR.

3/n
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(