#valiantorganics Update : 1. OA capacity expanded to 4800 MT 2. ONA (Raw material for OA) capacity increased to 7200 MT. It will increase the margins. (New Product) 3. #PAP#paraaminphenol Production started. 200 MT in Q1 and expected to be 2300 MT in FY22. Total capacity 9000MT
4. Increased the stake in bharat chemicals from dhanvallabh venture LLP ( from 40 to 50%) 5. #bharatchemicals capacity of #paracetamol increased to 9000 MT 6. Raw material price increased in Q1, which will be passed on in Q2. #OA,#ONA,#PA,#PNA,#PAP will started contributing
7. New capex for #apis (chemicals for APIs). Mostly for apis manufactured by #aartiindustries and #aartidrugs
Intermediates will be manufactured for following APIs : 1. Ranolazine 2. Benazeprill 3. Elagolix 4. Pranlucast 5. Moxifloxacin 6. Ramipril 7. Montelukast 8. Quinapril
Sequent Scientific just published their Annual Report for FY2021. Here are some of the key highlights. 1. 65% of revenue came from regulated markets whereas 35% came from less regulated markets.
Of this, 66% revenue was from formulations and 34% was from API. 2. Figures: ₹905Cr from Formulations and ₹456Cr from API
The business generated over ₹150Cr in cash from operations alone.
CFO/EBITDA for the year stood at 73.27%
3. Revenues for the formulation business were as follows : 46% Europe(3.8% yoy growth), 18% Turkey(37.3% yoy growth), 17% LATAM(78.5% yoy growth), 10% Emerging Markets(31.3% yoy decline), 9% India(98.4% yoy growth)
An analysis of #Sequent - India’s largest Animal Health Company
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A thread!🧵 1. Points covered : 2. Promoters and management 3. Company overview 4. Why is it different from human pharma 5. Opportunity size 6. Stability of business
7. FMCG like business 8. Barriers to entry 9. Manufacturing facilities 10. Summary of financials 11. Major acquisitions 12. Capex Details 13. Reduced Debt 14. Future Growth prospects 15. Valuation
Promoters and management
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
Here are some downstream derivatives for #phenol #Deepaknitrite will be doing 700 Cr capex for the products which are used in paints & coatings , lifesciences.
Check the following list & comment what can be downstream derivatives of #phenol ?
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