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
More from Shreenidhi P
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
— Shreenidhi P (@nid_rockz) August 4, 2021
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
More from Jubliantingrevia
695 to 730 https://t.co/MbxPEvUYgl
Jubilant Ingrevia - will be looking to scale this up further. Pyramiding. Coming back once more near 20 MA. https://t.co/mulUpbf4Mn pic.twitter.com/vL1oKc92nL
— The_Chartist \U0001f4c8 (@nison_steve) September 7, 2021
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make products.
"If only someone would tell me how I can get a startup to notice me."
Make Products.
"I guess it's impossible and I'll never break into the industry."
MAKE PRODUCTS.
Courtesy of @edbrisson's wonderful thread on breaking into comics – https://t.co/TgNblNSCBj – here is why the same applies to Product Management, too.
"I really want to break into comics"
— Ed Brisson (@edbrisson) December 4, 2018
make comics.
"If only someone would tell me how I can get an editor to notice me."
Make Comics.
"I guess it's impossible and I'll never break into the industry."
MAKE COMICS.
There is no better way of learning the craft of product, or proving your potential to employers, than just doing it.
You do not need anybody's permission. We don't have diplomas, nor doctorates. We can barely agree on a single standard of what a Product Manager is supposed to do.
But – there is at least one blindingly obvious industry consensus – a Product Manager makes Products.
And they don't need to be kept at the exact right temperature, given endless resource, or carefully protected in order to do this.
They find their own way.
If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.