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🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

👉🧵
Read 4 tweets
Sumitomo Chemical CMP 256
✍️ Formidable player in the Indian Agro-chem Space
✍️ Acquired Excel Corp(Generic agrochemical)
✍️ Combined entity is one of the largest agro-chem firms
✍️ The scale will help Japanese Co to derive better synergies
✍️ Merger of Excel crop unlocking value
Diversified & De-risked Portfolio
✍️ Focus on high growth, profitable segments
✍️ Low dependance on individual products
✍️ Top 10 products contributes <50% of TSales
✍️ No product contributes >15% of TSales
✍️ Balanced Presence Across Key Sub-Segments of the Agro-Chem Value chain
Synergy Benefits
✍️ 5 Mfging plants(3 ECCL+2 SCIL)
✍️ Presence in both technical & formulation mfging
✍️ 13k+Distributors, 40k+Dealers
✍️ R&D Capability;New combinations using SCIL's chemistries
✍️ Presence across complete range of products
✍️ ASD focused with presence in AND&EHD
Read 11 tweets

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