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Aug 11 • 15 tweets • 5 min read
#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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Aug 12
#NatcoPharma Q1 23 Concall Highlights

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1. Growth in revenue from operations - Q1FY23 vs Q1FY22 : ~115%

2. Growth in export formulations - Q1FY23 vs Q1FY22 : ~400%

3. Growth in domestic formulations - Q1FY23 vs Q1FY22 : ~ -56%
4. Cost of materials was much higher in the corresponding last quarter because of the write off of covid inventory which is why there is a significant difference in COGS

Revlimid :
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2. Revenue share is expected to taper off
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Aug 12
#kajariaceramics Q1 23 Concall Highlights

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1. Sales volume of 23.33 million square meters in Q1 FY2023. In Q1 consolidated revenue from operation increased by 80% on a year-to-year to Rs.1008 Crores from Rs.562 Crores in Q1 FY2022 because
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2. EBITDA margin for this quarter stood at 15.23% as compared to 14.32% in the corresponding quarter of the previous year.

3. Revenue from the bathware segment grew by 93% from Rs.37 Crores to Rs.71 Crores in Q1. Revenue from the plywood segment grew by 279%
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4. In the Q1 the north prices for gas were around Rs.52, south was about Rs.60 and west was about Rs.67. Prices are very fluctuating right now. Gas is around 38% of company’s cost.
Read 20 tweets
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Aug 11
#Mayuruniquoters Q1 23 Concall Highlights

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Operational and Financial Highlights
1. Mayur Uniquoters Ltd being a market leader in the synthetic leather industry and an organised player has been able to leverage the emerging opportunity
and deliver exemplary performance in the past year both in national and international markets.

2. The company has achieved revenue from operations on a standalone basis amounting to Rs 200.93 crores and PBT Rs 35.95 crores and PAT Rs 28.64 crores during the quarter which has
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3. Revenue from operations on a consolidated basis is Rs 200.44 crores and PBT is Rs 33.89 crores and PAT Rs 27.1 crores which has increased by 24%, 4% and 9% respectively from the last quarter.
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Aug 11
#Princepipes Q1 23 Concall Highlights

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1. Volume and value grew 69% and 83% y-o-y respectively, led by building materials segment. Revenue grew 83% to 604cr in Q1 2023 compared to 331cr in Q1 2022. Volume grew by 69% to 31215 MT.
PAT declined to 16cr in Q1 2023 from 18cr in Q1 2022

2. EBITDA was 44cr indicating a growth of 6%. Margins was 7.3%, which dropped from 15-17% levels Margins to remain under pressure in Q2. Margin guidance for December quarter is around 13-15%. Margin Drop was because of
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3. Demand for agri in Q1 was weak while for SWR and Plumbing was resilient. Softening PVC prices resulted in a muted sentiment across value chain causing destocking among channel partners.
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Aug 11
#arihantsuperstructure Q1 23 Concall Highlights

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Operational highlights:
1. Total revenue of 89.61 cr, with EBITDA of 19.90 cr. EBITDA margin stood at 21.3%. Company reported PAT of 10.70 cr with 11.94% margins.
2. Sold 0.405 million square feet in area with 533 units sold.

3. Values of sales stood at INR 234.8 cr and total collection was INR 110.6 cr.

4. Received OC for two projects in Taloja with delivery of 390 units.
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6. In the next three years, management plans to deliver 1,000 to 1,200 units per year from existing inventory and ongoing projects.

7. Total portfolio value around INR 7,680 cr.
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Aug 11
#ajmerarealty Q1 23 Concall Highlights 🏡🏡

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Operational Highlights:

1. Sales stood at INR 400 cr which included around 354 cr from Ajmera Manhattan.

2. The collections stood at INR 210 cr.
3. Company record revenue of INR 55 cr, with EBITDA of INR 18 cr. EBITDA margins stood at 33%.

4. PAT of INR 12 cr and 21% PAT margins.

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6. Good demand despite challenges in macro markets, despite challenges
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7.Greenfinity and Sikova Project contributed to this quarter’s revenue which includes first time revenue recognised from Greenfinity.

8. Debt reduced by INR 25 cr in this quarter from INR 825 cr to INR 805 cr, Debt ratio stood at 1.12x.
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