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Driven by Fundamentals and Leveraging Technicals.

All post are Only For Study & Educational Purpose.consult you Financial Advisor Before Investing or taking any position.
DISCLAIMER:We r Not SEBI REGISTERED ANALYST.
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HINDUJA GLOBAL SOLUTION
GOOD NUMBERS
Maithan Alloys Strong Numbers. Would be Largest producer of Ferro Alloys in India 🇮🇳 by Jan'2022 as its plant getting commission
Wealthcreatures.com
SHEELA FOAM AGAIN AVAILABLE AT LOWS 1900 - 1915 ONE CAN ADD FOR MEDIUM TERM CAN OUTPERFORM MARKETS
SHEELA FOAM

Yesterday up 14% almost

High - 3247

Next Test Levels To watch # 3500/3737/4189++

Support @ 2900
AMINE BROTHERS

ON RADAR

BOTH AT DAYS LOW

Available at 32% & 48% Discount From ATH

Alkyl Amines
CMP 3264
200 DMA Support @ 3279 - 3240

Balaji Amines
CMP 2890
200 DMA support @ 2822 - 2800

Try To add Near support

Both are at Support zone & Make or Break Levels.

Can be Good For bounce s/L - 2% To 3% from support zone

Upside - Open positional
Wealthcreatures.com
LAXMI MACHINES LMW 10% Blast 💣💣 FRESH 52WK HIGH 9100 🎯 3900 To 9100 Done ✔ Till Now
LAXMI MACHINERY WORKS

LMW

FRESH ATH

9954

7500✅
9900✅✅

Next Levels to Watch out # 11000/12800/13333++
CAMS GOOD NUMBERS
TINPLATE

GOOD FY22 Q2 NUMBERS

REVENUE # 989cr vs 536cr

PAT # 75cr vs 16cr
Q1 PAT at 68.6cr

Fy22Q2 eps at 7.2 vs 1.5
Q1 eps was 6.6

Half year eps at 13.8 vs 0.8
COFORGE

COMPANY APPROVED LISTING IN ADR IN U.S 🇺🇲
DEEPAK FERTLISER
FY22 Q2 CONCALL

Sectorwise -
Speciality chemicals up 46 % YoY
Mining chem Up 100% YoY
Fertilisers - Crop specific fertilisers showing good growth

Nitric Acid - Strong demand due to production cuts in china
IPA - First export order win to South Africa

TAN - Strong demand due to coal shortage in the country and improving mining activity

Raw material prices compressed the Ebidta margins -

Ammonia up 158%
Phos Acid up 70%
Propylene up 53 %

Ammonia Plant should be commissioned by Q1 FY24
( so still need To wait for 6 Qtrs)

Near Term growth Triggers -

Higher Capacity utilisations

DebottleNecking

Company converting itself to a speciality chemical company from commodity chem by focusing on newer products

Financials -

H1 -CFO - 648 crs
DEBT down 205 Crs
Debt to equity down to 0.53 from 0.91


Ammonia plant once operational -

Will save roughly 300 crores in logistics

Heat generated while production would add another 10-15$ per tonne which is roughly another 30-50 Crores

Upto 75% of Capex to be reimbursed by Govt of Maharashtra eventually

Overall We feel - Longterm looks Good
Deepak fertliser

Only longterm Bet & Not for short Term

5 to 6 qtrs would see good growth.company can do 850 to 900cr Bottom line in next 2 To 3 years

Stock has all Ability To Touch
1000 - 1200 in next 3 years

Demand zone - 350 - 370 zone

Support@ 330