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VIPUL ORGANICS

AVAILABLE @ 180.50

SUPPORT@ 170/164

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CMP - 2480

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DEEPAK NITRITE

Days low - 2048

Now - 2117

Test Levels # 2160/2222/2250++ in August series only

INDO NATIONAL (NIPPO BATTRY )

1016

SUPPORT @ 1000/980

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POSITIONAL

Borosil Renewables Update

In FY22 will do revenues of 550cr with margins of approx 35%

Company’s capacity will increase 4x in next few years

Company Believes there is tremendous growth potential for the co & industry as well

Deepak Nitrite Concall Highlights:

🔹New capex of 300 Cr in Deepak Nitrite for Lifescience Chemicals with end use in pharma and agrochemicals.

🔹 New capex of 700 cr in Deepak phenolics which will be downstream and having applications in paints and coatings.
Both import substitutes.

🔹Demands growing at very high rates in both the products they will be developing. They will domestically be No. 1 in those segments.

🔹Also adding platforms of Fluorination and photochlorination to their existing platforms.These will work in synergies with current platforms.

🔹Process intensification and Product development are the key pillars for continous margin improvement and gaining relevance globally.

🔹Lot of opportunities are coming but will invest only in those projects where we have high degree of certainty in succeeding and synergies.

🔹Fine and Specialty business margins were affected due to high freight costs as lot of exports from that division and in some contracts freight is on their end.

🔹DASDA prices have started to normalize.
Asset turns of minimum 2x in our every project.

🔹We are in discussions with couple of global innovators for long term contract opportunities. Will inform when something finalizes.

🔹There will be fungibility in all our new projects.We will be able to make several products and they will be decided according to mkt scenario.

🔹Our goal is to use 35% of our phenol capacity captively. There is also scope of debottlenecking for phenol.

Brownfield projects not included in current capex guidance.
IPA capex will contribute from Q3.
Will get in only those products where they can be among top 3 globally

🔹Deepak Nitrite has the execution capability, Superb Capital allocation skills, Chemistry expertise and the Right building blocks in place to make them a Chemical Behemoth.

6 Stages of Money:

1. Making
2. Saving
3. Investing
4. Multiplying
5. Spending
6. Maintaining

Demerger Proposals:

1) Motherson sumi Ltd ( Domestic wiring harness business will be demerged)..Takes 2-3 months.
2) GHCL (Home textile company will be demerged).Takes 4-5 Months
3) NMDC (Steel company with 3 MTPA will be demerged)..Takes 5-6 months
4) Aarti Industries (API Pharma company will be demerged)..Takes Approx 10 months
5) Kamdhenu Ltd (Paint company will be demerged)..Takes 10 months
6) GMR Ltd (Airport company will be demerged)..Takes 3-4 months
7) Strides Pharma (Bio-Tech business Stelis bio will be demerged)..Takes 12-14 months...
8) Tips Industries
9) Raymond Ltd
10) Rupa Industries
11) National Peroxide
12) Forbes and Co (Eureka Forbes will be demerged and will sell off to PE)
13) Dhampur sugar mills
14) Genus power infra (demerger of Genus Prime infra - An investment company)
15) Arshiya Ltd (Demerger of Arshiya Rail infrastructure Ltd...)
16) Vakrangee Ltd (Physical and Digital business will be demerged)

Mergers in Pipeline:

1) Indiabull real estate Ltd will be merged with Embassy Group (real estate) Company name will be changed to Embassy Real estate ( not sure on the name)...
2) Solara Active Pharma will be merged with Aurore life science, Empereyan life sciences,Hydra active pharma...Solara will be bigger company post merger.
3)APL Apollo tubes (Apollo tricot is getting merged with APT)
4) Expleo solution (consolidation or merger of group's privately held cos with listed entity)

Promoters/ management change:

1) PNB Housing
(Carlyle is taking over the promotor/mgmt)
2) Indiabull real estate
(Embassy would be the new promotor)
3) Ruchi Soya
(New promotor - Pathanjali too)
4) Renuka sugars
(New promotor - Wilmar sugars Singapore)
5) Thyrocare
6) Anjani Portland cement (Aquisition of Bhavya cement with similar capacity)

Capital reduction :
1) Supreme petchem
2) Subex
3) Kesoram

Debt restructuring :

1) Kesoram
2) Suzlon

Demerger proposal :

(Company may announce shortly but they have intention to demerge)
1) Piramal enterprises
2) Ganesh Benzo
3) Jubilant Industries
4) Edeilweiss finance
(wealth mgmt business)
5) Aurobindo Pharma
(Injectables business will be demerged)
6) Max venture Ltd
(Speciality package business will be demerged)

TOP CHEMICAL STOCK THAT HAS GIVEN HUGE RETURNS IN LAST 5 YEARS ON CAGR BASIS

🎯Alkyl Amines # 91%
🎯Deepak Nitrite # 81%
🎯Balaji Amines # 61%
🎯Navin Flourine # 54%
🎯Vinati Organics # 49%

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