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Aug 11, 2022 15 tweets 5 min read Read on X
#Diamines & Chemicals

Market Cap : 414 Cr
How I Identified ?

1. Diamines and chemicals is into manufacturing of #piperzaine and #ethylenediamines

They have > 40% market of piperazine which goes into ciprofloxacin (API)

#aartiindustries & #neulandlabs manufacture ciprofloxacin
2. R&D Expenses increasing year on year
3. Investing 14.5 Cr for Pilot plant for newer downstream Products
4. Details of new products
5. Price trend of ethylenediamines
6. Debt free company with cash of 40 cr and investments in stocks of 12 cr
7. Cost of new capex
8. Potential of new plant
9. New Land acquisition at Dahej
10. Excellent Cash flow generation
11. ROCE & Reduction in Inventory Days
12. JV with KLJ Organics
Soon I will be starting Micro cap focused Model Portfolio (<1000 cr Market cap Opportunities ) which are unidentified and less discussed on social media

Register : forms.gle/W1yM4eURZAcYGT…

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