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25 different companies detail analysis threads posted in last 25 days !!!
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2. #NGLFineSciences
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15. #JubilantIngrevia Vs #Laxmiorganics (V)
16. #Confidencepetro
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18. #Divislabs (V)
8. #MayurUniquoters
9. #Mitsuchemplast
10. #Garwarehitechfilms (V)
11. #Lauruslabs (V)
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14. #Ganeshaecosphere
15. #JubilantIngrevia Vs #Laxmiorganics (V)
16. #Confidencepetro
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18. #Divislabs (V)
If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !
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1 #Divislabs
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1 #Divislabs
1. Speciality business revenues increased 63% while margins got impacted due to unavailability of contracted coal supply. Exploring alternative solutions for coal
2. Flu situation in Europe and the US is normalizing but B3 demand is suppressed and there is excess inventory across the value chain.
3. Demand challenges for vitamin B3 are short term.
3. Demand challenges for vitamin B3 are short term.
#JubilantIngrevia vs #LaxmiOrganics 🧪🧪
A clash of organic vs inorganic growth strategies
Detailed Thread 🧵🧵
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A clash of organic vs inorganic growth strategies
Detailed Thread 🧵🧵
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About Jubilant Ingrevia
1. The company is a global provider of integrated life science products and innovative solutions that meet the highest quality standards to serve the pharmaceutical, nutrition, agrochemical, consumer and consumer goods industries
1. The company is a global provider of integrated life science products and innovative solutions that meet the highest quality standards to serve the pharmaceutical, nutrition, agrochemical, consumer and consumer goods industries
2. With over 40 years of chemical experience and an integrated practice, The company specializes in specialty chemicals, advanced stage complex chemical solutions, nutritional supplements, and pure nutritional ingredients such as vitamin B3 for
Segment wise highlights:
Speciality Chemicals :
1. The Specialty Chemicals Business revenue grew by 63% YoY, on account of better demand across all products within the segment.
Speciality Chemicals :
1. The Specialty Chemicals Business revenue grew by 63% YoY, on account of better demand across all products within the segment.
2. Margins are impacted mainly on account of higher cost of energy due to restriction on contracted coal supplies.
3. While the company expects the coal supply to normalize soon, we also continue to explore alternate energy solutions for the future.
3. While the company expects the coal supply to normalize soon, we also continue to explore alternate energy solutions for the future.
Business segments
The company has 3 business verticals which are as follows:
1. Specialty Chemicals
Pyridine & Picoline
Fine Chemicals
Crop Protection Chemicals
CDMO
The company has 3 business verticals which are as follows:
1. Specialty Chemicals
Pyridine & Picoline
Fine Chemicals
Crop Protection Chemicals
CDMO
2. Nutrition & Health Solutions
Animal & Human Nutrition and Health Solution
3. Chemical Intermediates
Acetyls
Ethanol
Animal & Human Nutrition and Health Solution
3. Chemical Intermediates
Acetyls
Ethanol
#JubilantIngrevia FY 2022 Annual Report Highlights
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1. Company Overview
1. The company is a global provider of integrated life science products and innovative solutions
that meet the highest quality standards to serve the pharmaceutical,
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1. Company Overview
1. The company is a global provider of integrated life science products and innovative solutions
that meet the highest quality standards to serve the pharmaceutical,
nutrition, agrochemical, consumer and consumer goods industry sectors
2. With over 40 years of chemical experience and an integrated practice,The company
specializes in specialty chemicals, advanced stage complex chemical solutions, nutritional
supplements, and pure nutritional
2. With over 40 years of chemical experience and an integrated practice,The company
specializes in specialty chemicals, advanced stage complex chemical solutions, nutritional
supplements, and pure nutritional
ingredients such as vitamin B3 for animal and human
nutrition. It offers over 350 products including premixed solutions, pyridines and picolines. The
extensive Acetyl product range serves 1,400+ of the company’s customers worldwide.
nutrition. It offers over 350 products including premixed solutions, pyridines and picolines. The
extensive Acetyl product range serves 1,400+ of the company’s customers worldwide.
#JubilantIngrevia Q1 23 Concall highlights
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Operational highlights
1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
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Operational highlights
1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
quarter.
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
using various business excellence tools & techniques to maintain competitiveness in an ongoing challenging global environment.
3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
Jubilant Ingrevia Ltd Q4 FY22 Earnings Concall Insights
#JUBLINGREA #JUBLINGREAQ4 #JubilantIngrevia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
#JUBLINGREA #JUBLINGREAQ4 #JubilantIngrevia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
JUBLINGREA said that its estimated cash outflow of FY23 will be around INR550 crore and for FY24 and FY25 will be INR650 crore and INR600 crore respectively, which are intended to be funded through internal accrual along with reduction in debt.
Q&A Insights: Rahul Veera of @AbakkusInvest asked about the breakup of INR1,250 crore incremental investment. Shyam Bhartia Chairman replied that specialty chemical is INR750 crore, nutrition and health solution is INR200 crore, and chemical intermediates is INR300 crores.
How Weekly SuperTrend protected us from huge drawdowns
Complex exit rules lead to confusion and i like supertrend because it is very simple.
Examples -
#Deepaknitrite
#JubilantIngrevia
#Sequent
#Alkylamines
#Balajiamines
#Neulandlab
#Nocil
1. #Deepaknitrite
Complex exit rules lead to confusion and i like supertrend because it is very simple.
Examples -
#Deepaknitrite
#JubilantIngrevia
#Sequent
#Alkylamines
#Balajiamines
#Neulandlab
#Nocil
1. #Deepaknitrite
3.#Sequent
It's Time to Bargain Hunt 💯
24 Picks to Beat the Market!🚀
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A major thread🧵
@kuttrapali26 @caniravkaria @Puretechnicals9 @ProdigalTrader @nakulvibhor
24 Picks to Beat the Market!🚀
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A major thread🧵
@kuttrapali26 @caniravkaria @Puretechnicals9 @ProdigalTrader @nakulvibhor
1/ RELIANCE INDUSTRIES LTD.
⚡Volatility Contraction Pattern (VCP) + Descending Channel Formation + Retracement
⚡All are indicating that stock might show a quick rally of 15-20% in upcoming weeks
⚡Timeframe - 3 months
#RelianceIndustries #nifty50
⚡Volatility Contraction Pattern (VCP) + Descending Channel Formation + Retracement
⚡All are indicating that stock might show a quick rally of 15-20% in upcoming weeks
⚡Timeframe - 3 months
#RelianceIndustries #nifty50
2/ TATA CONSULTANCY SERVICES
⚡Volatility contraction pattern + Double bottom formation + May form Inverted Head & Shoulder pattern
⚡As the company announced the buyback, this stock has a low chance of risk. One may add for 4-5 months for 20% from this IT giant.
#TCS
⚡Volatility contraction pattern + Double bottom formation + May form Inverted Head & Shoulder pattern
⚡As the company announced the buyback, this stock has a low chance of risk. One may add for 4-5 months for 20% from this IT giant.
#TCS
A Detailed Thread on #JubilantIngrevia as Promised
Let's start with the #Technicals to time the Entry
A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout
For Investment I use the Weekly Chart with 10EMA
Let's start with the #Technicals to time the Entry
A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout
For Investment I use the Weekly Chart with 10EMA
Let's Deep Dive into the Fundamentals of #JubilantIngrevia
Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany
They are into Speciality Chemicals ,nutraceuticals and Life Sciences
Revenue Split and Region wise Revenue in the Below Presentation
Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany
They are into Speciality Chemicals ,nutraceuticals and Life Sciences
Revenue Split and Region wise Revenue in the Below Presentation
Who are its Competitors ?
Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene
Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that
Its a competitor to other Speciality Chemicals like Balaji Amines also in some
Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene
Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that
Its a competitor to other Speciality Chemicals like Balaji Amines also in some
#JubilantIngrevia - Thread ⚡️
Global Integrated Life Science Products and Innovative Solutions Provider
Market Cap- 12,153Cr
FY21 Sales- 3,491Cr
Q1FY22 Sales- 1,145 Cr
~1,400 Total customers
3 Segments and 165+Products
60+ New products in the pipeline over the next 3-4 years
Global Integrated Life Science Products and Innovative Solutions Provider
Market Cap- 12,153Cr
FY21 Sales- 3,491Cr
Q1FY22 Sales- 1,145 Cr
~1,400 Total customers
3 Segments and 165+Products
60+ New products in the pipeline over the next 3-4 years
(2/n)
Ingrevia has strong presence in diverse sectors like Pharmaceuticals, Life Science Ingredients, Contract Research & Development Services, and Therapeutics, Performance Polymers, Food Service, Auto, Consulting in Aerospace
FY21- EBITDA-627Cr(17.9%)
ROCE-20.2%
900Cr CAPEX
Ingrevia has strong presence in diverse sectors like Pharmaceuticals, Life Science Ingredients, Contract Research & Development Services, and Therapeutics, Performance Polymers, Food Service, Auto, Consulting in Aerospace
FY21- EBITDA-627Cr(17.9%)
ROCE-20.2%
900Cr CAPEX
(3/n)
Ingrevia is born out of a union of ‘Ingredients’ and ‘Life’ (‘Vie’ in French)
Demerged from Jubilant Life sciences on 01.02.2021 and was listed on 19.03.2021
Increased focus on the LSI and Pharma Businesses, Capture Growth Opportunities and Unlock Value for Shareholders
Ingrevia is born out of a union of ‘Ingredients’ and ‘Life’ (‘Vie’ in French)
Demerged from Jubilant Life sciences on 01.02.2021 and was listed on 19.03.2021
Increased focus on the LSI and Pharma Businesses, Capture Growth Opportunities and Unlock Value for Shareholders
Why #JubilantIngrevia can be next big growth story?
Here is the thread.
Pharma serving to regulated market are under stress due product price erosion. Market is comfortably giving higher multiples to step down segment in value chain i.e. raw material suppliers.
Here is the thread.
Pharma serving to regulated market are under stress due product price erosion. Market is comfortably giving higher multiples to step down segment in value chain i.e. raw material suppliers.
eg. Alkyl & Balaji Amine. Very few Pharma are growing well. But again, they can’t grow in isolation as the question is what makes them so special other than promoters? Stagnancy is imminent after certain size.
Hence investing in Raw material supplier (KSM) companies’ de-risk your portfolio. They don’t deal directly with FDA. End users (Pharma players) can’t afford to lose them due to regulatory issues and delays due to vendor switch.
Jubilant Ingrevia Ltd, conducted their conference call today at 5:00 pm.
"Keep adding value to our products and customers."
Here are the key takeaways 😁😁...
#jubilantingrevia
"Keep adding value to our products and customers."
Here are the key takeaways 😁😁...
#jubilantingrevia
Business Report
- Despite covid related challenges, company has performed well In FY21.
- They were able to deliver uninterrupted service due to strong supply of raw material and logistics support.
- Company is able to maintain their margins with strong Operating leverage.
- Despite covid related challenges, company has performed well In FY21.
- They were able to deliver uninterrupted service due to strong supply of raw material and logistics support.
- Company is able to maintain their margins with strong Operating leverage.
- Companies demerger from Life sciences whole business has improved their operating efficiency with good management structure.
- There has been a good demand in CDMO for pharma and agro side business.
- Company is looking for clients from all prespective And take what's better.
- There has been a good demand in CDMO for pharma and agro side business.
- Company is looking for clients from all prespective And take what's better.
#jubilantingrevia
Extracts from the investor presentation by the company for March 2021
#Q4updates🐝
#Nifty #sensex #stocks #pharma #cdmo #API #specialitychemicals
Extracts from the investor presentation by the company for March 2021
#Q4updates🐝
#Nifty #sensex #stocks #pharma #cdmo #API #specialitychemicals
"Jubilant Ingrevia - understanding it's product applications " - thread
Note : We played demerger of jubilant life and clients received ingrevia shares.
wealthyvia.com/offerings/supe…
Note : We played demerger of jubilant life and clients received ingrevia shares.
wealthyvia.com/offerings/supe…
Ingrevia—a union of ‘Ingre’ denoting ingredients and ‘vie’ in French meaning life (i.e., ingredients for
life). Operating under three segments -- specialty chemicals, nutrition & health solutions and life
science chemicals
life). Operating under three segments -- specialty chemicals, nutrition & health solutions and life
science chemicals
JIL offers more than 350 products to more than 1,400 customers globally.
I believe this company has more potential to become lifescience global major...this is original vam organics.. from which the entire group fortune rises from pharmova to food. Now focused separate company. Avaliable at 10× ebita ,1.4× sales. # ingrevia
Jubilant ingrevia is unique company
World's largest produces vitamin B, pyiridines , acetic anhydride, india's largest produces of ethyl acetate, pharma grade ethanol. It's unique KSM company with out any actual peers. It's 40 year old company with great management
World's largest produces vitamin B, pyiridines , acetic anhydride, india's largest produces of ethyl acetate, pharma grade ethanol. It's unique KSM company with out any actual peers. It's 40 year old company with great management
High entry barriers with patent and economy of scale... Chemistry is the real asset of Jubilant Ingrevia.
A focused separate management and free cash flow to reinvest in the same business..is a dream combination... last decade Ingrevia literally powered pharmova( acquisition)
A focused separate management and free cash flow to reinvest in the same business..is a dream combination... last decade Ingrevia literally powered pharmova( acquisition)
