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#MeghmaniFinechem Ltd (MFL),will make a debut in the MSCI India Domestic Small Cap Index. This addition was done as a part of MSCI's semi-annual quarterly index review for the Asia-Pacific region. The new additions to the indices will be effective from November 30, 2022. 
Recently, Meghmani Finechem Limited delivered a strong operating and financial performance in line with its commitment to growth. The revenue rose 64% to ₹ 556 Cr on account of high realizations from the majority of its products.
EBITDA increased by 79% to ₹ 180 Cr while maintaining an EBIDTA margin of 32% vs 30% in Q2FY22. In addition, PAT increased by 95% to ₹ 92 Cr, and PAT margin improved by 267 bps for Q2FY23. In H1FY23, MFL commissioned India's 1st Epichlorohydrin plant, India's largest CPVC*
#meghmanifinechem Q4 2022 concall highlights
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• Expected to grow 20-22% in volume for FY 23 and 50% in value terms. Expected revenues for FY 23 would be around 2250 cr.
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• Expected to grow 20-22% in volume for FY 23 and 50% in value terms. Expected revenues for FY 23 would be around 2250 cr.
• Targeting to deliver 5000 cr revenues till FY 27. (Current revenues of 1551 in FY 22).
• Entering in new Speciality Products : Epichlorohydrin and chlorinated pvc. ECH capacity will come in May June of 2022 and CPVC will be online in Q2 2023. Both of these plants needs 3 months to stabilize operations.
Meghmani Finechem Limited Q4 FY22 Earnings Concall Insights
#MFL #MeghmaniFinechem #MFLQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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#MFL #MeghmaniFinechem #MFLQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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MFL closed the year with highest ever revenue and PAT of INR1,551 crores and INR253 crores respectively, which is attributed to a volume growth of 20% and higher realization for all the products.
Q&A Insights: Manish Jain of @MoneylifeAdvice asked about the demand outlook for ECH in domestic industry. Maulik Patel MD said currently the ECH is in its peak demand due to the infrastructure projects. MFL said it expects this to remain the same for next one or two years.
#MEGHMANIFINECHEM Q3 2022 Concall Update
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Operational Highlights
1. Revenue up by 91% to ₹422 Cr backed by increase in revenue of Chlor-Alkali and Derivatives by 104% and 59% respectively
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Operational Highlights
1. Revenue up by 91% to ₹422 Cr backed by increase in revenue of Chlor-Alkali and Derivatives by 104% and 59% respectively
2. Overall plant utilisation was marginally up at 79% compared to 78% previous year same period
EBITDA increased by 107% to ₹141 Cr and EBITDA margin was up by 260 bps to 33.5%, despite high inflationary pressure on raw materials
EBITDA increased by 107% to ₹141 Cr and EBITDA margin was up by 260 bps to 33.5%, despite high inflationary pressure on raw materials
3. Crisil upgraded credit rating from A+/Positive to AA-/Stable
4. Investments undertaken in past years resulted in healthy revenues despite input pressure
5. EBITDA margins of 28+/-2% are sustainable as the product portfolio diversifies
4. Investments undertaken in past years resulted in healthy revenues despite input pressure
5. EBITDA margins of 28+/-2% are sustainable as the product portfolio diversifies
A mega thread on
MEGHMANI FINECHEM LIMITED
Cmp ~ 708 Rs as on 25 Sep 2021
Mrkt Cap - 2944 Cr
Eps - 24.5
Roce ~ 16%
𝑻𝒓𝒂𝒏𝒔𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒇𝒓𝒐𝒎 𝑩𝒂𝒔𝒊𝒄 𝑪𝒉𝒆𝒎𝒊𝒄𝒂𝒍 𝒕𝒐 𝒂 𝒗𝒂𝒍𝒖𝒆 𝒂𝒅𝒅𝒆𝒅 𝒔𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒕𝒚 𝑪𝒉𝒆𝒎𝒊𝒄𝒂𝒍𝒔
1/n Thread👇
MEGHMANI FINECHEM LIMITED
Cmp ~ 708 Rs as on 25 Sep 2021
Mrkt Cap - 2944 Cr
Eps - 24.5
Roce ~ 16%
𝑻𝒓𝒂𝒏𝒔𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒇𝒓𝒐𝒎 𝑩𝒂𝒔𝒊𝒄 𝑪𝒉𝒆𝒎𝒊𝒄𝒂𝒍 𝒕𝒐 𝒂 𝒗𝒂𝒍𝒖𝒆 𝒂𝒅𝒅𝒆𝒅 𝒔𝒑𝒆𝒄𝒊𝒂𝒍𝒊𝒕𝒚 𝑪𝒉𝒆𝒎𝒊𝒄𝒂𝒍𝒔
1/n Thread👇
Meghmani Finechem Limited (MFL) founded in 2007, is
recognised as one of the leading
producers of 𝑪𝒉𝒍𝒐𝒓 𝑨𝒍𝒌𝒂𝒍𝒊 𝒂𝒏𝒅 𝒊𝒕𝒔 𝒅𝒆𝒓𝒊𝒗𝒂𝒕𝒊𝒗𝒆𝒔 with backward and forward
integration facilities.
2/n
recognised as one of the leading
producers of 𝑪𝒉𝒍𝒐𝒓 𝑨𝒍𝒌𝒂𝒍𝒊 𝒂𝒏𝒅 𝒊𝒕𝒔 𝒅𝒆𝒓𝒊𝒗𝒂𝒕𝒊𝒗𝒆𝒔 with backward and forward
integration facilities.
2/n
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐂𝐡𝐥𝐨𝐫 𝐀𝐥𝐤𝐚𝐥𝐢?
𝑪𝒉𝒍𝒐𝒓-𝒂𝒍𝒌𝒂𝒍𝒊 𝒑𝒓𝒐𝒄𝒆𝒔𝒔𝒊𝒏𝒈 𝒊𝒔 𝒆𝒔𝒔𝒆𝒏𝒕𝒊𝒂𝒍𝒍𝒚 𝒕𝒉𝒆 𝒆𝒍𝒆𝒄𝒕𝒓𝒐𝒍𝒚𝒔𝒊𝒔 𝒐𝒇 𝒔𝒐𝒅𝒊𝒖𝒎 𝒄𝒉𝒍𝒐𝒓𝒊𝒅𝒆 (𝑵𝒂𝑪𝒍), 𝒘𝒉𝒊𝒄𝒉 𝒈𝒊𝒗𝒆𝒔 𝒐𝒖𝒕 𝑪𝒉𝒍𝒐𝒓𝒊𝒏𝒆, 𝑯𝒚𝒅𝒓𝒐𝒈𝒆𝒏 & 𝑪𝒂𝒖𝒔𝒕𝒊𝒄 𝑺𝒐𝒅𝒂
𝑪𝒉𝒍𝒐𝒓-𝒂𝒍𝒌𝒂𝒍𝒊 𝒑𝒓𝒐𝒄𝒆𝒔𝒔𝒊𝒏𝒈 𝒊𝒔 𝒆𝒔𝒔𝒆𝒏𝒕𝒊𝒂𝒍𝒍𝒚 𝒕𝒉𝒆 𝒆𝒍𝒆𝒄𝒕𝒓𝒐𝒍𝒚𝒔𝒊𝒔 𝒐𝒇 𝒔𝒐𝒅𝒊𝒖𝒎 𝒄𝒉𝒍𝒐𝒓𝒊𝒅𝒆 (𝑵𝒂𝑪𝒍), 𝒘𝒉𝒊𝒄𝒉 𝒈𝒊𝒗𝒆𝒔 𝒐𝒖𝒕 𝑪𝒉𝒍𝒐𝒓𝒊𝒏𝒆, 𝑯𝒚𝒅𝒓𝒐𝒈𝒆𝒏 & 𝑪𝒂𝒖𝒔𝒕𝒊𝒄 𝑺𝒐𝒅𝒂
