Shreenidhi P's Threads | Buzz Chronicles

Jubilant ingrevia
#jubilantingrea

Equirus initiates with target of 1,013rs

Expects the specialty chem to drive the growth
Lowest cost producer of pyridine derivatives with 20-80% mkt share

Nutrition n health science to grow steadily

Big volume growth expctd

Capex beneficiary

Shreenidhi P
@nid_rockz

What a good shareholding pattern👌

Look at the kind of FIIs and DIIs holding the comp

Dream names🙂

Shreenidhi P
@nid_rockz

Action construction equipment
#ACE

WHV-EAM International smallcap equity fund purchases 12,93,054 shares of action construction at 231rs today

They last bought Lux industries on 26th May
1,44,080 shares at 2537rs

Shreenidhi P
@nid_rockz

Laurus labs
#lauruslabs

Shareholding pattern of June quarter confirms the entry of

Capital group US and
Societe Generale

Promoters pledge part too has been taken care of fully

FIIs/DIIs increase stake in q1fy22

Prev promoter who was declassified still holds same stake

Shreenidhi P
@nid_rockz

Caustic soda,sodaash,acetic anhydride,ethyl acetate,acetic acid,sodium bicarbonate
These prices are seeing an excellent uptick

Caustic soda n sodaash especially,rising on a daily basis

Beneficiaries:
Guj alkalies
DCM
DCW
Chemplast
Jubilant ingrevia
GHCL
GNFC
Tata chemicals
GSFC

Shreenidhi P
@nid_rockz

Jubilant ingrevia
#jublingrea

Investment of 900cr in 3yrs
Everything from int accruals👌

Splty chem-550cr
Nutrition n health-100cr
Lifescience chem-250cr

Fy22 capex-350cr
Rev potential-900cr @ peak capacity

Diketene-Oct commissioning
CDMO-Apr 2022
Vitamin B3+acetic anhydride

Shreenidhi P
@nid_rockz

First interview of Hiral Chandrana

#MASTEK

Adding 40+ customers every quarter from an year
650+ active clients

Met 150+ customers/partners virtually in last 40days

Focus to accelerate US growth-have strategy in place

960cr cash on books
Looking for organic+inorganic growth

#CNBCTV18Exclusive | Catch @_anujsinghal, @_soniashenoy & @SurabhiUpadhyay in conversation with @HiralChandrana who was appointed as global CEO of #Mastek last month. He says that a big part of their strategy is to grow in the US. @Reematendulkar pic.twitter.com/nRnfGoGHTp
— CNBC-TV18 (@CNBCTV18News) August 18, 2021

Shreenidhi P
@nid_rockz

People waiting for Biocon to post experiential growth in profits are much greater than people waiting for ITC to rally

Biocon keeps guiding investors
"Next quarter onwards, we will be in a different growth trajectory altogether"
Expecting the same this time as well😂

Exponential*
Typo

Shreenidhi P
@nid_rockz

Cosmo films
Investor ppt

Splty side:3yr target
Masterbatches-10% rev,20% RoCE
Textile chem-10% rev,25% RoCE
FMCG-Fabricizer launched

30% RoE,22% RoCE-fy21

1% shift in splty adds 5cr EBITDA
Target-62% to 80%

Net d/e 0.5x
D/EBITDA 1x

Petcare-plans 2 demerge in2 seperate entity https://t.co/Iq4VT6tG50

Cosmo films #cosmofilms
Probably the best results of the day

Glimpse of last 5qtr
Rev,EBITDA,pbt n PAT growth every qtr
Highest OPM 19%
Q1 EBITDA 132cr n PBT 116cr

Last 5yrs
OPM 7% to 17%\U0001f44c
80% pf-speciality-fy23

Superb debt management

Liberal dividend n buyback

Solid OCF\U0001f44c pic.twitter.com/6ulhmHZf24
— Shreenidhi P (@nid_rockz) August 4, 2021

Authors Shreenidhi P