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Ankit Profile picture
Ankit
@StocksAndStoics
#Manufacturing Sector (Small Cap || Cyclical). Stock related tweets are for educational purposes only and not buy/sell recommendation. CA.
Apr 2, 2023 • 6 tweets • 2 min read
In the last 10 years, there have been only 3 occasions when Plastiblends India has traded below/near its book value.
1st one was during 2013 when small-cap index had corrected by 20-30% from the top. 2nd one was during Covid lows in Mar-Apr'20 and 3rd one is now. (1/6) And, each time Plastiblends India Limited (PIL) has recovered strongly.
PIL is the leading manufacturer & exporter of Masterbatches in India which is primarily used in the Plastics and Packaging industry in addition to being used in various other manufacturing industries. (2/6)
Jul 29, 2022 • 7 tweets • 3 min read
AGI Greenpac up 10%.
Recently they sold building products division to Hindware. They are now a pure play glass packaging company having the 2nd largest glass container manufacturing capacity in India. 75% of their revenue comes from packaging of alcoholic beverages. (1/7) Most of the big alcohol manufacturing companies are their clients including those from the FMCG sector where glass bottles are used. (2/7)
Jul 23, 2022 • 6 tweets • 2 min read
Chemcon Speciality management has guided for a turnover of 1000 cr. organically in the next 4-5 years during Q4FY22 concall.
They did a turnover of ~250 cr. in FY22 so guidance for growth of almost 4x. As per management, any inorganic growth can add further to this. (1/6) They get 87% of revenue from HMDS and CMIC both of which are majorly used in the pharma industry.
India is a net importer of both of these products.
The remaining 13% of the revenue they get is from oil well chemicals bromide used in the oil drilling industry. (2/6)
Nov 7, 2021 • 8 tweets • 3 min read
Gradual commissioning of various routes of DFC (Dedicated Freight Corridor) of Indian #Railways has started and one company that particularly stands to benefit from this is Gateway Distriparks Limited (GDL).
Ace investor Ashish Kacholia had recently entered this stock.(1/7) Image GatewayRail, a subsidiary of GDL, is the largest private container train operator of India.
The company provides inter-modal rail transportation service for EXIM containers between its rail-linked ICDs (Inland Container Depots) & various ports at Mundra,Nhava Sheva,etc.(2/7) Image
Jul 18, 2021 • 5 tweets • 2 min read
#GujAlkalies
Gujarat Alkalies & Chemicals seems a good cyclical buy at CMP from risk-reward perspective.
Company is one of the largest producer of caustic soda in India.
The entire Chlor-alkali sector has underperformed in last two years, however now the cycle has turned. (1/n) Caustic soda demand is mainly driven by manufacturing sector, aluminium being the largest consumer industry of caustic soda.
Other major consumer industry of caustic soda is Textile, Chemicals, paper & Pulp, Soap & Detergent, etc. (2/n)