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Apr 17

Vadilal Industries Ltd🍦🍨
About the company:
➞ Vadilal Industries Ltd. is one of India’s most iconic and enduring food and beverage companies, best known for its wide range of ice creams and frozen desserts.

➞ The company was founded in 1907 by Vadilal Gandhi in Ahmedabad, Gujarat, initially starting as a small soda fountain.

➞ Vadilal Gandhi used the traditional Kothi method to make ice cream during the early days of the business.

➞ The business was later passed on to his son, Ranchod Lal Gandhi, who began a one-man operation with a hand-cranked machine and opened a small retail outlet in 1926.

➞ Over the decades, Vadilal evolved from a local soda and ice cream maker into a multinational enterprise with a presence in over 45 countries.

➞ The company is engaged in the manufacturing of ice cream, frozen desserts, juicy, and candy.

➞ It also processes and exports a wide range of processed food products such as frozen fruits and vegetables, canned fruit pulp, ready-to-eat, and ready-to-serve products.

🧁 Product Portfolio
➞ Ice Creams: Includes cones, candies, bars, ice-lollies, cups, family packs, and economy packs across a wide variety of flavors. Vadilal offers more than 150 flavors in over 300 different packs and forms, making it one of the largest ice cream ranges in India.

➞ Frozen Desserts: Features popular offerings like Cassata, which has been a long-time favorite among Indian consumers.

➞ Processed Foods: Offers a wide range of frozen vegetables, ready-to-eat snacks, curries, and breads, catering to domestic and export markets.

➞ Dairy Products: Includes flavored milk and other dairy-based items that complement its ice cream and dessert line-up.

➞ All products are 100% vegetarian and egg-free, appealing to a broad and diverse consumer base both in India and internationally.

📈 Brand Position
➞ Vadilal is the second-largest ice cream brand in India, reflecting its strong nationwide presence and legacy.
➞ It holds the number one position in key categories such as Cones, Cups, and Candy.
➞ The company commands a 16% market share in the organized Indian ice cream market, indicating significant consumer trust and market penetration.

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Apr 16

Rama Phosphates Ltd
➞ Rama Phosphates Limited (RPL) was incorporated in 1982 and officially established on September 4, 1984.
➞ The company is headquartered in Mumbai, India.
➞ RPL is a prominent manufacturer of phosphatic fertilizers, particularly Single Super Phosphate (SSP).
➞ Its product portfolio includes fertilizers, sulphuric acid, micro nutrients, and soya oil.
➞ Over the years, RPL has evolved into a diversified enterprise with operations across fertilizers, chemicals, micronutrients, and soya-based products.

➞ Rama Phosphates Limited stands tall in the fertilizer industry with its leading brands “Girnar” and “Suryaphool”.
➞ The company has built its foundation on integrity and remains passionate about continuously improving its products and services.
➞ RPL contributes to sustainable agricultural growth by ensuring the availability of fertilizers across the country at affordable prices.
➞ It offers a one-stop solution for the diverse needs of Indian farmers, helping them feed the nation’s growing population.
➞ The company plays a vital role in the success of India’s Green Revolution, supporting food security and rural prosperity.

➞ Product Profile:
a) Fertilizers:
➞ Fortified fertilizers such as Zincated and Boronated Single Super Phosphate (SSP) in both powder and granule form.
➞ Mixed fertilizers including various grades of NPK.
➞ Water-soluble complex fertilizers for efficient nutrient delivery.
➞ Micronutrients like Magnesium Sulphate.
➞ Additional agri-inputs such as insecticides and soil conditioners.

b) Chemicals:
➞ Sulphuric Acid (98%).
➞ Oleum (23%).
➞ Linear Alkyl Benzene Sulphonic Acid (LABSA).

c) Oil:
➞ Extraction of Soyabean Crude Oil.
➞ Production of Soya De-oiled Cake (DOC).
➞ Refining of Soya Edible Oil.
➞ Manufacturing of Lecithin, a valuable soy-based by-product.

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Apr 15

Gallantt Ispat Ltd.
About the company:
➾ Incorporated in 2005, Gallantt Ispat Limited is a leading iron and steel manufacturing company located in Eastern Uttar Pradesh.
➾ The company operates across multiple sectors, including Iron & Steel, Agro, Power, and Real Estate.
➾ Leading manufacturer of TMT bars with an installed capacity of 950,000 TPA.
➾ Profitable growth driven by strong cost optimisation, backward integration, and value addition initiatives.
➾ Well-entrenched presence in key consumption states such as Uttar Pradesh and Gujarat.
➾ Strong presence in the infrastructure sector, catering to both private and public projects.
➾ Promoted by a first-generation entrepreneur with over 40 years of experience in the steel and power sectors.
➾ Executes premium construction projects.
➾ Growth predominantly funded through internal accruals; the company is net debt-free.

Gallantt Ispat Limited – Business & Product Overview

Gallantt Ispat Limited, part of the Gallantt Group, operates in the integrated steel manufacturing sector in India. The company focuses on producing value-added steel products with manufacturing facilities primarily located in Gorakhpur (Uttar Pradesh) and Kutch (Gujarat).

➾ Sponge Iron
• Application: Raw material for steelmaking, used in induction furnaces and electric arc furnaces.
• Manufacturing: Produced from iron ore and non-coking coal through the direct reduction process.
• Key Use: Acts as a primary input for billets and structural steel.

➾ Mild Steel (MS) Billets
• Application: Intermediate product used in re-rolling mills to manufacture TMT bars, angles, and structural components.
• Strength: Known for uniform quality and consistent chemical composition.
• End Use: Construction, fabrication, and infrastructure projects.

➾ TMT Bars (Thermo-Mechanically Treated Bars)
• Application: Widely used in civil construction and infrastructure development.
• Strength: High tensile strength, corrosion resistance, and earthquake resistance.
• Grades: Typically available in Fe-500 and Fe-550 grades.

➾ Structural Steel
• Products: Includes angles, channels, beams, and flats.
• Application: Used in bridges, buildings, towers, industrial sheds, and infrastructure.
• Advantages: Durable, cost-effective, and easy to fabricate.

➾ Ferro Alloys
• Types: Primarily ferro-manganese and silico-manganese.
• Usage: Added during steelmaking to improve strength and performance of the final product.
• Positioning: Largely used for internal consumption, with surplus sold to third parties.

➾ Captive Power
• Capacity: In-house coal-based thermal power generation for operational efficiency.
• Advantage: Reduces reliance on external electricity and helps in cost control.

Integrated Manufacturing Facility Highlights
Gallantt Ispat operates a fully integrated steel plant, meaning it produces everything from raw materials (sponge iron) to finished goods (TMT bars and structural steel).
The company’s plant also includes sinter plants, waste heat recovery systems, rolling mills, and pellet plants.

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Apr 11

Chambal Fertilisers & Chemicals Ltd🌾
About the company:
⟹ Chambal Fertilisers and Chemicals Limited (CFCL) is a prominent Indian agrochemicals company headquartered in Kota, Rajasthan.
⟹ Established in 1985 by the KK Birla Group, it is now part of the Adventz Group.
⟹ CFCL is one of the largest private-sector producers of urea in India, contributing to approximately 13% of the country’s total urea production.
⟹ The company is primarily engaged in the production of urea from its own manufacturing plants.
⟹ CFCL also markets and deals in other fertilisers and agri-inputs.
⟹ It has a joint venture in Morocco for the manufacture of phosphoric acid.
⟹ The company was earlier engaged in the software business; however, in FY21, it sold assets and transferred liabilities to exit the segment.

⟹ Product Portfolio
Beyond urea, CFCL markets a comprehensive range of agricultural inputs under the ‘Uttam’ brand, including:
⟹ Di-Ammonium Phosphate (DAP)
⟹ Muriate of Potash (MOP)
⟹ Kissan eMart (digital agri-input marketplace)
⟹ NPK Fertilisers
⟹ Single Super Phosphate (SSP)
⟹ Crop Protection Chemicals (insecticides, fungicides, herbicides)
⟹ Specialty Plant Nutrients

⟹ Business Overview
⟹ The company is primarily engaged in the manufacturing of Urea.
⟹ It is also involved in marketing other fertilisers such as DAP, MOP, NPK fertilisers, Specialty Plant Nutrients, and Crop Protection Chemicals.
⟹ Through a joint venture, CFCL is engaged in the manufacture of phosphoric acid in Morocco.

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Apr 9

India Shelter Finance Corporation Ltd
About the company:
➟ India Shelter Finance Corporation Limited, incorporated in 1998, is engaged in the business of housing finance.

➟ For the past 15 years, the company has been providing affordable home loans and loans against property, primarily in Tier 2 and Tier 3 geographies across India.

➟ The company focuses on serving low- and middle-income customers, especially those who are building or buying their first homes.

➟ India Shelter maintains a granular portfolio with an average ticket size (ATS) of approximately ₹10 lakhs, supported by a Pan-India distribution network spanning 265 branches across 15 states.

➟ With a 15-year vintage since its operational inception in 2010, the company has developed a deep understanding of the affordable housing finance segment.

➟ The company has a strong commitment to corporate governance, driven by a diverse and experienced Board with expertise across various areas of banking and finance.

➟ India Shelter is managed by an experienced professional team, backed by marquee investors who bring strategic guidance and financial strength.

➟ It employs technology-enabled underwriting and risk management systems, which have been tested through business cycles, ensuring robust performance. Most business processes are digitized end-to-end, enhancing efficiency and scalability.

➟ Business Profile: The company finances the purchase and self-construction of residential properties for first-time home loan takers through home loans and also offers loans against property (LAP).

➟ Assets Under Management (AUM): As of Q3 FY25, the company’s AUM stands at ₹7,619 crores. The AUM has grown at a CAGR of 35% between FY19 and FY25.

➟ Customer Profile:
    ➟ 70% of borrowers are first-time mortgage borrowers.
    ➟ 99% of loans have a woman applicant, promoting financial inclusion.
    ➟ 74% of borrowers are self-employed, catering to informal income groups.
    ➟ 91% of customers are from Tier 2 and Tier 3 cities.
    ➟ 73% of loans are extended to the Economically Weaker Section (EWS) and Low-Income Group (LIG).

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LNPR Capital®

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Apr 5

NACL Industries Ltd
About the company:
⟹ NACL is an established player in the agrochemical industry, engaged in both technicals and formulations.
⟹ The company serves both the Indian and international markets.
⟹ NACL offers a diversified portfolio of over 50 products, covering all major crops.
⟹ It has a strong logistic network, with products sold through more than 55,000 retail counters across India.
⟹ NACL has emerged as a reliable contract manufacturer for several major multinational companies (MNCs).
⟹ The company exports products to over 30 countries worldwide.
⟹ NACL has forayed into the international branded business by registering its brands in South-East Asia and Africa.
⟹ The company is actively working on expanding its presence in these international regions.

Business Profile
NACL Industries is a leading agrochemical company engaged in the following business segments:
⟹ Domestic Retail Business – Supplies crop protection solutions directly to farmers across India.
⟹ Domestic Institutional Business – Supplies agrochemical products to B2B customers, including large Indian companies.
⟹ Exports Business – Supplies both technical and formulated agrochemicals to multinational companies and global distributors.

Product Portfolio
NACL Industries offers a wide range of agrochemical products catering to major crop segments. Its portfolio is diversified across Insecticides, Fungicides, Herbicides, and Plant Growth Regulators (PGRs) & Nematicides, supporting crop health and productivity throughout various stages of the cultivation cycle.

⟹ Insecticides
NACL’s insecticide range addresses pest management needs across a broad spectrum of crops. These products are effective against chewing, sucking, and boring insects and play a critical role in crop protection.
Key molecules include:
• Profenofos – Broad-spectrum insecticide used mainly in cotton and vegetables.
• Lambda-Cyhalothrin – Synthetic pyrethroid effective against a wide range of pests.
• Imidacloprid – Systemic insecticide used in seed treatment and foliar spray for sucking pests.
• Bifenthrin – Widely used for termites and insect control in fruits and vegetables.
• Thiamethoxam – Neonicotinoid class insecticide with fast action on sucking pests.
• Omethoate – Organophosphate compound used for aphid and mite control.
⟹ Fungicides
Fungicides from NACL are targeted at preventing and controlling fungal diseases that reduce yield and quality in crops such as paddy, wheat, and horticultural crops.
Key molecules include:
• Myclobutanil – Effective against powdery mildew and other fungal infections.
• Propiconazole – Systemic fungicide widely used in cereal crops.
• Tricyclazole – Specialized in controlling blast disease in rice.
• Thifluzamide – Used to control sheath blight in paddy.
• Difenoconazole – Broad-spectrum fungicide effective on fruits and vegetables.
• Azoxystrobin – A modern strobilurin fungicide with preventive and curative action.
• Tebuconazole – Triazole fungicide with high efficacy on a wide range of fungal pathogens.
⟹ Herbicides
Herbicides help in weed management, thereby enhancing crop productivity. NACL’s herbicide portfolio includes pre-emergent and post-emergent solutions suitable for cereals, pulses, and rice.
Key molecules include:
• Pretilachlor – Pre-emergent herbicide mainly used in paddy.
• Bispyribac Sodium – Post-emergent herbicide for direct-seeded rice.
• Metribuzin – Controls broadleaf weeds and grasses in sugarcane and potato.
• Clodinafop-Propargyl – Post-emergent herbicide for wheat.
• Quizalofop Ethyl – Controls grassy weeds in soybean and groundnut.
• Flucarbazone Sodium – Effective against tough grass weeds in cereals.
⟹ PGRs & Nematicides
This segment supports plant health, growth regulation, and protection from nematodes, enhancing overall crop quality and yield. NACL’s branded offerings are well recognized among farmers.
Key products include:
• Atonik – Plant growth enhancer improving cell division and root development.
• Gallant EG & Gallant Gold – Performance-based brands enhancing crop vigour.
• Rhino, Rozzer, Senior, Sirius, Smash, Surya – A range of branded solutions catering to nematode control and plant stimulation.

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