Discover and read the best of Twitter Threads about #VinatiOrganics
Most recents (7)
Crude Impact On Chemical Sector 🧪🧪oil
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The crude oil prices have made new highs and are sustaining above 100$/ barrel levels. Due to global tensions and supply disruption challenges, the natural resource is expected to continue the uptrend.
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The crude oil prices have made new highs and are sustaining above 100$/ barrel levels. Due to global tensions and supply disruption challenges, the natural resource is expected to continue the uptrend.
The uptrend in crude oil prices will have a direct impact on the petrochemical derivatives and downstream products of crude oil, thus impacting the margins in the chemical sector.
The aromatic compounds such as benzene, toluene, xylene etc are direct petrochemical derivatives, thus higher dependency of the chemical companies on the petrochemical value chain will result in margin erosion.
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.
In this 🧵 we have studied value chains of various businesses
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In this 🧵 we have studied value chains of various businesses
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#VinatiOrganics Q3 2022 Concall Highlights 🧪⚗
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Operational Highlights
1. Revenue grew by 65% to ₹370 Cr from ₹223 Cr in Q3FY21 YoY
EBITDA growth is 32%
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Operational Highlights
1. Revenue grew by 65% to ₹370 Cr from ₹223 Cr in Q3FY21 YoY
EBITDA growth is 32%
2. Revenue and EBITDA contracted because Q3 is generally a slower quarter especially for ATBS as MNC keeps lower inventory at the end of year. Demand will start reviving from January
3. In 9MFY22 butyl phenol has already marked revenues ₹120 Cr
4. IBB has been negatively impacted on slow ibuprofen demand
5. Expecting 50% growth in sales in FY22 compared to FY21 (part of which is volume driven and price driven) with EBITDA margins closer to 30%.
4. IBB has been negatively impacted on slow ibuprofen demand
5. Expecting 50% growth in sales in FY22 compared to FY21 (part of which is volume driven and price driven) with EBITDA margins closer to 30%.
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
Its weekend...and time for deep dive for next #megatrend in the making ..
Can #textiles be the sector in 2022 what did speciality chemicals used to be in 2016-17??
Yes you are right speciality chemicals baskets have been 15-20 baggers in the last 5 years
(1/n)
Can #textiles be the sector in 2022 what did speciality chemicals used to be in 2016-17??
Yes you are right speciality chemicals baskets have been 15-20 baggers in the last 5 years
(1/n)
#Navinfluorine from 270 in 2016 to 4000 in 2021
#Vinatiorganics from 200 in 2016 to 2200 in 2021
#Aartiindustries from 135 in 2016 to 1200 in 2021
And lots many…
First of all, let us understand what’s exactly changed during 2016 for speciality
#Vinatiorganics from 200 in 2016 to 2200 in 2021
#Aartiindustries from 135 in 2016 to 1200 in 2021
And lots many…
First of all, let us understand what’s exactly changed during 2016 for speciality
chemicals and can history repeat itself in the case of textiles:
Flashback 2016:
Back in 2016 china had a dominant market share of 67 % in speciality and commodity chemicals.
Due to rising Air pollution, Chinese regulations decided to shut down chemical factories
Flashback 2016:
Back in 2016 china had a dominant market share of 67 % in speciality and commodity chemicals.
Due to rising Air pollution, Chinese regulations decided to shut down chemical factories
STRONG #MONOPOLIES
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#IRCTC > 100% Market share in Rail Network.
#IEX >90% market share in power trading.
#Zyduswellness >90% market share in sugar free product.
#Eichermotors >85% market share in 250cc bikes category.
#MCX >85% market share in commodity trading.
1/n
#Coalindia >80% market share in coal production in India.
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#ITC >75% market share in cigarettes.
#HondaSiel >75% in portable power generators.
#HindustanZinc >75% market share in primary zinc industry.
#AsahiIndiaGlass >70% market share in automotive glass.
2/n
#NRBBearings >70% market share in needle roller bearings.
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
#Pidilite >65% market share in adhesives.
#CAMS >65% market share in RTA within mutual fund industry.
#TimeTechnoplast >65% market share in polymer based industrial packaging.
3/n
Low-risk, High-return stocks are what we look for relentlessly
But many of them we know but ignore
some of them don't grab financial headlines
Here are 10 low-risk, high return stocks (that we ignore):
But many of them we know but ignore
some of them don't grab financial headlines
Here are 10 low-risk, high return stocks (that we ignore):
What I mean by “high-return”?
These stocks have OUTPERFORMED the market:
💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO
These are all long-term winners that will keep on winning
These stocks have OUTPERFORMED the market:
💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO
These are all long-term winners that will keep on winning
What do We Mean by “low-risk”?
A combination of:
❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt
A combination of:
❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt
