Inox wind

8% blast 💥

190

Deepak Fertlizer

Days low - 921

Opportunity

Jisko number samja wld buy

Jisko nahi samja wld panic

Strong Competitive Offering:

1. Capacity of Technical Ammonium Nitrate (TAN) 537 KTPA is expected to increase to 587 KTPA after debottlenecking.
2. Only manufacturer of solid TAN in India. Preferred partner for mining, infrastructure, and explosives companies.
3. It is the second largest manufacturer of Nitric Acid in Southeast Asia and largest in India and a major producer of merchant IPA in India
4. Strategic Entry: Basket of solvents to the Pharma sector.

Project Updates:

TAN Project, Gopalpur

1. Greenfield Project: Capacity of 376 KTPA
Project Cost: Rs. 2,200 Cr, Expected COD: H2FY26. It will increase overall installed capacity to ~1.0 MMTPA, meeting ~60% of India's demand for AN.
2. It will be the third largest pure play TAN producer in the world post-commissioning.
3. Strategically located to cater to major mining hubs and favorable export opportunities.

Nitric Acid Project, Dahej

Expansion: WNA 300 KTPA and CNA 150 KTPA
Project Cost: Rs. 1,950 Cr, Expected COD: H2FY26
Asia's Largest Manufacturer of Nitric Acid post-expansion.

Mining Chemicals Business Performance
1. Revenue and Sales Volume
Q1FY24: Revenue Rs. 541 Cr, Sales Volume 111 KMT
Q4FY24: Revenue Rs. 609 Cr, Sales Volume 151 KMT
Q1FY25: Revenue Rs. 644 Cr, Sales Volume 137 KMT

2. Production Numbers

Q1FY24: 106 KMT
Q4FY24: 135 KMT
Q1FY25: 140 KMT

KEY PERFORMANCE HIGHLIGHTS:
1. Technical Ammonium Nitrate sales volume surged by 23% YoY.
2. AN Melt sales volume reached 38 KMT, up by 22% YoY.
3. LDAN sales volume grew by 23% YoY.
4. Increased production in coal and steel sectors by 11% YoY.

Business Outlook:

1. Strong demand expected over the next couple of quarters driven by growth in coal mining, power, and infrastructure sectors.
2. Post demerger, the Mining Chemicals business will operate as a separate legal entity with a unique value chain offering technology solutions to customers in India.

Deepak Nitrite

Fresh ATH

3160

EKC

6% 💚

Fresh 52wk High

181

HFCL

💥💚

FRESH 52wk High

140

Nifty journey to 25000

Last 5000 Points came in last 8 to 9 months only and its fastest

Everyone has Query what to buy ?

Companies that posted good Results QoQ & YoY
Where management gave strong earnings call for future

And after good results stock goes down due to sentiments
Should be bought on DIPS

Such companies best bet during correction.

GE Shipping concall
Q1 FY25 Earnings Call Highlights:

Financial Performance:

- Consolidated Net Profit: INR 812 Crores (reported) and INR 817 Crores (normalized), showing significant improvement compared to Q1 FY24.
- Net Asset Value (NAV): Increased to INR 1,464 per share (consolidated) and INR 1,181 per share (standalone) as of June 30, 2024.
- Dividend: Declared an interim dividend of INR 9.00 per share, marking the 10th consecutive quarterly dividend.

- Debt: Reduced to a net cash position of $350 million (standalone) from a peak net debt of $360 million in March 2019.
- Return on Equity (ROE): 26% (annualized) for both standalone and consolidated.

Operational Performance:

- Shipping:
- Improved earnings for product tankers due to increased ton-miles from the Red Sea conflict.
- Higher dry bulk earnings driven by increased Chinese iron ore and coal imports.
- Offshore:
- Gradual improvement in international utilization.
- Exploration of options for rigs coming off contract, with five offshore vessels up for repricing.

Future Outlook:

- Guidance: No specific earnings guidance due to market volatility and unpredictable events.
- Offshore Business: Expected to contribute significantly to profitability as the market recovers.
- Container Market: Evaluation ongoing with no immediate plans to enter this segment.
- Fleet Expansion: Open to opportunities but cautious, acknowledging short-term challenges for long-term gains.
- Spot vs. Time Charter: Decisions based on market conditions and rate attractiveness.

Concerns (if any):

- Rig tender cancellation in India raises questions about future utilization.
- High order book for product tankers with tail-ended deliveries.

Other Important Points:

- Commitment to replacing older ships with caution about premium for newer vessels.
- Operational leverage maintained with commitment to maximizing shareholder returns.
- Acknowledgment of shipping business volatility.