DixonTechnologies aims for 40% annual topline growth over next four years.
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We are growing more than 30% in India, lab grown diamonds will drive growth going forward. Margin for co has increased to 72% from 66%
Tehmasp Printer, IGI to CNBC-TV18
NivaBupa Looks To Grow At 26-28% In FY25 (8-10% Higher Than Ind)
Looks To Collect >Rs 7,000 Cr In Gross Prem (FY25) & Rs 10,000 Cr In Next 2 Years
EXERPTS FM AN EXCL CONVERSATION WITH KRISHNAN RAMACHANDRAN, MD & CEO, NIVA BUPA HEALTH INSURANCE
DMCC Concall Notes - Nov 2024
Financial Performance:
Q2 FY25 top line reported at ₹103 crores, with an EBITDA margin of approximately 15%.
Profit before tax of ₹8.5 crores and profit after tax of ₹5.8 crores, indicating significant improvement compared to previous quarters and the same quarter of the previous financial year.
Growth attributed to increased volumes and improvements in the Boron business, while export sales have slowed down due to the European market downturn.
Boron Business:
Significant growth in the Boron segment due to debottlenecking efforts, which increased available products for sale.
Management is optimistic about developing downstream Boron products to reduce dependency on commodity sales.
Anticipate annualized revenue from Boron business to reach between ₹100 to ₹125 crores.
Challenges:
Export business, particularly in the agrochemical sector, has faced significant declines. The slowdown in Europe is impacting sales, with no clear recovery timeline.
The management expressed concerns about the European chemical industry's future, citing high energy costs, low investment appetite, and strict environmental regulations.
Capacity and Investments:
No significant new capital expenditures planned; current capacity is deemed sufficient for existing and anticipated demand.
Monthly debt repayment of approximately ₹2 crores; current cash flow allows for this, with potential for increased repayments if cash flow improves.
New Product Development:
Continued investment in process development for new products, though these have yet to significantly impact the bottom line.
Focus on launching two significant new products for the domestic market, with one targeting automotive applications.
Market Dynamics:
Domestic demand for chemicals is recovering across various sectors, including pigments, fertilizers, paints, and polymers.
Bulk chemicals are operating at over 90% capacity utilization, while specialty chemicals range from 50% to 85% utilization.
Future Outlook:
Management refrains from making definitive forecasts but expresses cautious optimism based on recent improvements in domestic performance and pricing.
Plans to monitor market conditions closely before making any significant investment decisions.
Geographical Revenue Split - FY23:
Exports ~33%,
Domestic ~67%
Overseas Subsidiary:
In FY23, company's Subsidiary name was changed from Borax Morarji (Europe) GmbH to DMCC (Europe) GmbH. DMCC (Europe) GmbH is a 100% wholly owned subsidiary Company in Germany
Clientele:
Alkyl Amines, Apcotex, BASF, Deepak Fertilizers, Deepak Nitrite, Ipca, Sanofi, Pidilite, Dr. Reddy's, Unichem, etc.
Product Application:
Detergents, Dyes, Fertilizers, Agro-chemicals, Detergents, Dyes, Thermal Power Stations, Detergents, Ceramic & Tiles Industries, Steel Industries, Electroplating, etc.
DMCC was the first producer of Sulphuric Acid & Phosphate Fertilizers in the country. Currently, it is a fully-integrated Speciality chemical player in Sulphur, Boron and Ethanol chemistry
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Dee Development says
On Orders
👉 Order Book at ₹1300 cr, expect another ₹500-700 cr of inflows
👉 Should end FY25 with OB at ₹1500 cr
Guidance
👉 Margins will gradually scale to 20% vs 15% as of Q2FY25
Make in India & import substitution play.
#ShreeKarni fabcom received first major order from Safari industries for 20,000 Omega 19fb black bag 🎒
This mark major move up value chain
From fabric to finished bags 🧳
They already fabric supply to
VIP
Safari
Samsonite
Tommy Hilfiger
Hidesign
Swiss military etc.
With dyeing unit coming March They will also eligible supply to global luxury luggage brands .
Imagine opportunity size in coming years
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Packaging Film Companies
(Comparison)
Strong growth trends, profitability spikes and value opportunities!
- Garware Hi Tech
- Jindal Poly Film
- Nahar Poly
- Cosmo First
- Polyplex
HUDCO Management Says Very hopeful that PMAY 2.0 will be big for HUDCO
Net NPA is 0.31%, want to bring it below 0.3% in FY25 - CNBCTV18
🔥Transmission line and Substation Opportunity 💡
🗼Towers Supply
1. Skipper Limited
2. Techno Fab Engineering Limited
3. Kalpataru Power Transmission (Small Cap)
4. Salasar Techno Engineering
5. Shyam Century Ferrous
🔌Conductors
1. Sterlite Technologies
2. Apar Industries
3. R R Kabel
4. Diamond Power Infrastructure
5. Gupta Power Infrastructure
⚡️Insulators
1. Oriental Insulators and Ceramics
2. Aditya Birla Insulators
3. Modern Insulators
4. Bharat Heavy Electricals (BHEL)
5. Saravana Global Energy
⚡️Transformers
1. Shilchar Technologies
2. IMP Powers
3. Voltamp Transformers
4. Power Transformers Limited
5. Surya Roshni Limited
⚡️Reactors
1. GE T&D India
2. Voltamp Transformers
3. Shilchar Technologies
4. ABB Power Products & Systems
5. Transformers & Rectifiers India
⚡️Control Room Solutions
1. Havells India
2. KEI Industries
3. Genus Power Infrastructure
4. Nelco Limited
5. Apar Industries
⚡️Switchyard Solutions
1. Techno Electric & Engineering
2. ABB India
3. KPTL (Kalpataru)
4. GE T&D India
5. Voltamp Transformers
⚡️Erection & Commissioning
1. KPTL (Kalpataru Power Transmission)
2. Patel Engineering
3. RVNL (Rail Vikas Nigam Limited)
4. Salasar Techno Engineering
5. Power Mech Projects
⚡️Civil Construction in Power Sector
1. NCC Limited
2. PNC Infratech
3. Ahluwalia Contracts
4. JMC Projects
5. Ashoka Buildcon
These companies are involved in manufacturing and supplying equipment, providing services, and constructing infrastructure for the power industry.
More Such interesting Busines info Join 👇
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Pharma Sales Performance: Nov 2024
Top Performers (YoY Growth):
Natco Pharma: 90.8% YoY increase; API segment grew 84% YoY.
Divi's Labs: Strong performance with 38.2% YoY growth, driven by API & formulation sales.
Dr. Reddy's: Notable 15.1% YoY growth, led by Formulations (+11.6% MoM).
Decliners (YoY):
👉🏻Laurus Labs: Faced a steep -31.1% YoY dip; Formulations down -63.1% YoY.
Aurobindo Pharma: Reported a decline of -8.7% YoY, primarily due to API performance.
Month-on-Month Trends:
👉🏻Glenmark Life Sciences: MoM growth 22.3%, API demand on the rise.
Suven Pharma: Impressive 152.8% MoM growth in API + Formulations.
IPCA Labs: -11.4% QoQ, with API declining -17.7% MoM.
Strong Recovery in niche APIs & formulations for export markets.
Natco Pharma & Divi's Labs lead growth trends, while Laurus Labs & Aurobindo Pharma face challenges.
BEML Management Says Believe Q3 & Q4 To Be Much Better In Terms Of Order Inflow Compares To Q1 & Q2
Current Orderbook Stands At 16,000 Cr
Expect More Orders Worth ₹4,000-5,000 Cr Across Co's 3 Business Segments
Expect To End The Year With ₹17,000-18,000 Cr Order Book
Bullet Train Development Being Done In India For The First Time
Expect To Roll Out First Bullet Train By December 2026
Revenue Contribution From Mining To Be At ~55% In FY25
Railways & Defence Will Contribute 65% Of Revenue In Coming 3 Years - NDTV PROFIT
MAHINDRA; Management Says Expect 20-30% Of SUV Portfolio To Be Electric By 2027
Expect 20-30% Of SUV Portfolio To Be Electric By 2027
Plan To Apply For India EV Incentives Soon - BLOOMBERG
Revenue Breakup - FY23:
Sale of Chemical Products ~99%,
Other Operating Revenue ~1%
Export Countries:
USA, Mexico, Italy, Japan, Australia, UAE, Turkey, Spain, France, Germany, Belgium, United Kingdom, China, Peru, Colombia, Netherlands
Manufacturing Facilities:
Company has 2 production facilities in Roha, with an installed capacity of ~300 MT /day of Sulphuric Acid, and in Dahej,with 50% of total area available for further expansion after completing of upcoming capex
Product Portfolio:
a) Bulk Chemicals:
Sulphuric Acid, Sulphuric Anhydride, Oleum, Chloro Sulphonic Acid
b) Speciality Chemicals:
Benzene Sulfonic Acid, Phenol Sulfonic Acid, Sodium Benzene Sulfonate, Sodium Phenol Sulfonate, Menthyl Lactate, Methane Sulfonic Anhydride, Diphenyl Disulfide, Diethyl Sulfate, Diphenyl Sulfone, Sodium Vinyl Sulfonate, 4.4 Dihydroxy Diphenyl Sulfone, Methyl p-Toluene Sulfonate, Para Chloro Thiophenol, Isethionic Acid Sodium Salt
c) Boron Chemistry:
Boric Acid, Borax Pentahydrate, Borax Decahydrate, Trimethyl Borate, Zinc Borate
India Stock Brokers market share
1) Groww: 25.8%
2) Zerodha: 16.5%
3) Angel: 15.4%
4) RSKV (Upstox): 5.8%
5) ICICI Sec: 4%
6) Kotak Sec: 3%
7) HDFC Sec: 2.7%
8) Motilal Oswal: 2%
9) Others 24.8%
Today we discuss about One Company in detail
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Getco alone plans 96,000cr investment by 2030
Plans to add 1000 new substations
850 will be 66kv
150 will be 220kv 400kv 765kv
Gujarat & Rajasthan will lead the transmission infra demand
Copled with Renewable infra planned
Regional transmission players may benefit
With huge capital expenditure planned for FY25-FY32, the Transmission & Distribution(T&D) sector is witnessing significant growth in both substation capacity and transmission networks.
National Electricity Plan (Volume II) is likely to be credit positive for EPC companies in the transmission & distribution (T&D).
9 lakh crore investment expected by 2032. Government is looking for PLI scheme for different power transmission components in the value chain.
EPC players in T&D segment are set to experience tailwinds never like before.
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