# Dynemic Products Limited is one of the largest global manufacturer & exporter of food colours in the world, offering wide range of1-Food Colours, 2-Lake Colours, 3-Blended Colours4-US-FDA certified FD&C Colours 5-Dye Intermediates 6-Natural food Colours 7-Salt free dyes

Food and drug Colors are used in food items , Beverages, cosmetics, Tablet, capsules, Gel , liquid, paste to enhance their visual appeal. Synthetic Food colours are in more use than the Natural colours, because of availability of wide range and competitive prices.
Dynemic Provides complete range of FD & C (Food Drug & Cosmetic) colours, which are approved by US FDA. Lake colours are more stable than the water-soluble colours, thus it is widely used in Cosmetic & Pharmaceutical industry
Salt free dyes are used in Cartridge Ink, Roller Ball point Ink, etc. Blended colours are mixture of two or more water-soluble colour or lake colours. It's customized products.
Dye intermediate -Pyrazolone based dye intermediate,Naphthalene and benzene based dye intermediate used in Food Colours
Reactive Dyes
Metal Complex Dyes
Acid Dyes
Ramazol Dyes
Direct Dyes
Company at present export to almost 65 countries, Company has two manufacturing plant in Ankleshwar ( Gujarat) All products manufactured according to regulatory requirements of FSSAI, EU, USFDA, WHO GMP certification
Global food colour market growth is projected at 9.8% from 2019-2023. In Fy 18-19 - Revenue split
Food colour around 80% revenue
Dye intermediates around 20% revenue
Promoters holding in company at present holding is 41.43%( increasing) mcap around 135 Cr , BV 103, PE 6.39 , regular dividend paying. Last 3 yrs ROCE > 20%,Average ROE > 19.2%, sales growth last 3 yrs not very encouraging
Borrowing 46 Cr. Dahej project-According to company Dahej project will complete by Aug 2020 but because of lockdown it may take 3-4 months more time for completion and then trial run and commercial production will start
And revenue will start reflecting from 2021-22 q1 In Dahej apart from food colours it’s planning to manufacture bulk drug Chlorzoxazne ( commonly used muscle relaxant) oxyclozanide ( veterinary uses)
Chlor hexidine ( disinfectant , antiseptic,mouth wash )Topic acid ( for manufacturing Atropin which is very commonly used drug ) Para Anisic acid ( for Manufacturing Amidarone - used for heart rhythm related problems)
In Dahej they will also manufacture PANA (N-Phenyl-alpha-naphthylamine) is a high-purity product widely used as an antioxidant in petroleum products, synthetic lubricants, rubber products, and as an organic intermediate.
In Dahej they will also manufacture para anisic aldehyde and para anisic alcohol ( perfume ) , para anisic acid ( sunscream lotion )
Another listed company from this segment is vidhi speciality food which seems to be better then Dynemic in financial parameters as if now ( I am invested in both ) This is what I know about Dynemic , please add more if you know .
@threadreaderapp unroll
Dynemic products ltd good results in this scenario, long term debt is up probably because of expansion.
Dynemic products 120 to 206 , good results in bad scenario , good entery point in good stocks and patience is always rewarding.

More from drprashantmishra

GSFC Some Facts -
1- Its a Government company with mcap of around 5000cr
2-Its having Debt of only 35 Cr with Deposit of 1000 Cr
3-Its investment value
GNFC -almost 3 cr shares X437=1300 cr
Guj Ind power 2.23crX 85=189 Cr
GACL 16 lacX = 107 cr

Guj
https://t.co/v6Yk7U34AA corp 9 lacX6.8=63 lac
Gujarat Gas 4.7 CrX=2968 cr
Bandhan Bank 11.35X284 =32 cr
IDBI 5.5 lacX 44= 2.4 cr
MCFL 5.8 lac X 76= 4.4 cr
Total value of investment =4700 Cr

Production capacity of Its plant for Various products + Methanol plant plus Melamine plants


Major Raw Material
Rock phosphate
Ammonia
Benzene
Phosphoric acid
sulfur

Expansion-
1-ammonium sulphate 4th plant of 400 metric tonnes capacity - Revenue estimated 230 Cr
2- sulphuric acid, fifth plant. 600 metric tonnes per day for captive consumption.

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A thread, co-written by @deanmbrody:


2/ First, “X” could be lots of things. Examples: What would need to be true for you to

- “Feel it's in our best interest for me to be CMO"
- “Feel that we’re in a good place as a company”
- “Feel that we’re on the same page”
- “Feel that we both got what we wanted from this deal

3/ Normally, we aren’t that direct. Example from startup/VC land:

Founders leave VC meetings thinking that every VC will invest, but they rarely do.

Worse over, the founders don’t know what they need to do in order to be fundable.

4/ So why should you ask the magic Q?

To get clarity.

You want to know where you stand, and what it takes to get what you want in a way that also gets them what they want.

It also holds them (mentally) accountable once the thing they need becomes true.

5/ Staying in the context of soliciting investors, the question is “what would need to be true for you to want to invest (or partner with us on this journey, etc)?”

Multiple responses to this question are likely to deliver a positive result.