Key highlights from Q2 FY23 concall of #AlkylAmines🧪🧪
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#AlkylAmines coming up with new products which are largely import substitutes and these products have a revenue potential of around Rs.600- Rs.800 Crores at full capacity utilization.
They are entering into products where the competition is low is the key or where competition is restricted because of technological difficulty
Management of #alkylamines mentions 3 problems in the pharma industry- inventory build up, difficulty in exports and supply chain issues with China.
-End of September, the company has entered into an MoU with Welspun Corporation to purchase a 90 acre land parcel along with civil structure in Dahej for a consideration of Rs130 crore. The company hopes to complete the transaction by this quarter itself and this acquisition will
enable future expansion of the business while simultaneously de-risking the operations
#Antony Waste Handling Cell - Undervalued Opportunity in a Defensive Sector? ♻♻🚛
CMP - ₹313
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1. Company Overview: Antony Waste has been in the business of waste management for over 2 decades. They have experience in solid waste collection, transportation, processing and disposal services. They primarily cater to Indian Municipal Corporations.
2. Business Model: The Company has 3 main business segments
• Collection and Transportation of Waste: They do door to door collection of MSW from households, slums, commercial establishments and other bulk-waste generators (community bins) from a designated area through primary
Detailed Analysis on #Manorama Industries - A niche player in the specialty chemicals space🍫🍫
CMP - ₹1,049
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1. Introduction
-Manorama Industries is engaged in manufacturing cocoa butter equivalents (CBE), butter products & other related by-products from the waste products like sal seeds, mango kernel etc
-Manorama is one of the pioneers in manufacturing specialty fats and butters from
tree-borne and plant-based seeds and nuts.
-They are one of the world’s largest producers and suppliers of specialty fats and butters made from exotic seeds and nuts such as mango kernels, sal seeds, and shea nuts, among others, to the premium food,
1. Introduction:
-Fairchem Organics Ltd is engaged in the business of manufacturing of Oleochemicals and Nutraceuticals for the past 25 years
-Earlier known as Adi Finechem, the business was merged with Privi specialty and later de-merged to Fairchem Organics.
-Fairchem is the one of the only manufacturers of Linoleic Acid and Dimer Acid in India
-Waste materials while manufacturing vegetable oil are used to manufacture linoleic acid and dimer acid which are generally value added products
Key highlights from Heranba Industries Q2 FY23 concall🧪🧪
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60% of the company’s products go towards the kharif crops and 40% of the products go towards the rabi crops however, due to crop pattern changes the company is expecting to see a change in this mix for this year
The company has received one registration in Europe in Q2 FY23.They expect to receive 2 registrations in Q4FY23 in the US
The market for pyrethroids is a $700 million and the company plans to get 2 product registrations from the US by the end of the year and plans to achieve a
1. Introduction
-Deepak Nitrite is one of the leading chemical intermediates manufacturers of basic as well as specialty chemicals.
-The company initially started off with small-scale manufacturing of sodium nitrite and sodium nitrate and gradually widened its product portfolio
to offer more than 100 products to more than 1000 customers across 30 countries.
-It has its presence in Basic Intermediates, Fine & Specialty Chemicals, Performance Products and Phenolics.
-Deepak Nitrite Ltd (DNL) has been a front runner in tapping import substitution