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More from @ValueEducator

Jan 4
Detailed Analysis on the business of #NavinFluorine 🧪🧪

CMP - ₹3942

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1. COMPANY OVERVIEW
NFIL was incorporated in 1967 and is part of the Padmanabh Mafatlal Group. It is one of the largest manufacturers of specialty fluorochemicals in India with manufacturing facilities at Surat and Dahej in Gujarat and at Dewas in Madhya Pradesh. The company
manufactures specialty fluorochemicals in its Surat and Dahej facility which find applications in end-use industries such as Pharmaceuticals, Agrochemicals, Dyes and Pigments and others. The company does its CRAMS operations from its facility at Dewas in Madhya Pradesh which
Read 36 tweets
Jan 3
Detailed Analysis on the business of #Syngene International - India’s largest listed #CRO

CMP - ₹590

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1. Company Overview
-Syngene provides end-to-end discovery, development and manufacturing services to innovative pharma companies involved in the development of patented drugs.
-Syngene was established in 1993 as a subsidiary of Biocon with the objective of providing contract
research services to overseas customers. It was India’s first CRO.
-In 2015, the company was spun off from Biocon through an IPO and became a separately listed entity Image
Read 37 tweets
Jan 3
Key highlights from HLE Glasscoat Q2FY23 concall

CMP - ₹667

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After sales service is a high margin business for HLE Glascoat and it has grown to 7-8% from 3-4% three years ago. This 7 to 8% revenue share is for India, In European market 40% revenues come from after sales business Image
Generally HLE Glascoat passes on the increase in raw material prices to the customers but when the raw material prices are volatile it becomes difficult to pass on
Read 5 tweets
Jan 2
Detailed Analysis of #Shankara Building Products

CMP - ₹670

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1. Company Overview
Shankara Building Products is a leading organised retailer of home improvement and building products with presence across retail network of 91 stores in 10 states and 1 union territory under the brand name Shankara Buildpro. The Company also has own processing
facilities and caters to other customers like channel and enterprise.

2. Management
-Sukumar Srinivas (Managing Director) is the key man behind the company. He holds a post graduate diploma in business management from the IIM, Ahmedabad. He has 39+ years of experience industry.
Read 29 tweets
Jan 2
Key highlights from GMM Pfaudler Q2FY23 concall

CMP - ₹1587

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GMM Pfaudler has recently commissioned an 80,000 litre furnace at Karamsad, which is India’s biggest furnace. The company has already received an order for three 80,000 litre furnaces and is expecting order for another five furnaces
The margin expansion in International business of GMM Pfaudler is due to growth in services part of the business
Read 6 tweets
Jan 1
Key highlights from EKI Energy Q2FY23 concall

CMP - ₹1302

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Companies can sell the carbon credits and plastic credits and receive money for the same. One carbon credit is 1 ton of CO2 or greenhouse emission gas reduction from the atmosphere
The company is looking to generate around 1 billion credits by the year 2027 out of which 200 million credits have been achieved till now
Read 7 tweets

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