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

https://wealthcreatures.com/2020/06/15/magma-fincorp-dark-horse-for-longterm-can-it-again-cross-its-all-time-high-194/

✅ POONAWALA FINCORP ✅
(MAGMA FINCORP)

FRESH 52WK HIGH

10x ➕ ➕ Done ✔ Till Now

199.40 🎯

18.50 TO 199.40 💚
Done ✔ Till Now

Next levels to watch # 222/240/276/290/333++

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🔆Don't look at price Look at Value of Bussiness and Its Future Growth prospects

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BALAJI AMINES

NOW up 7%

At Days High # 3372

FRESH RALLY IN NIFTY ONLY ON CLOSE ABOVE 18359

AND NEED CLOSED ABOVE 18630 FOR Sustained Rally

Nifty Support @ 17890
Nifty Resistance @ 18300/18359

Nifty weak Below 17900 & Fresh Breakdown Below 17875 close can drag Down more

Till That Time Concentrate on STOCK SPECIFIC 💡 IDEAS WHICH CAN OUTPERFORM MARKETS

SAKAR HEALTHCARE

GIVING OPPORTUNITY FOR LONGTERM PATIENCE HOLDER TO ADD ON ALL DIPS

CAMS

Taking perfect support @ 2950 - 2900 zone

Yesterday up 5%

3158

Volumes increasing

Once closed above 3210 can be confirmation of Reversal and can see Upmove

MSCI India Index Additions w.e.f. Nov 30, 2021

BOROSIL RENEWABLE
DEEPAK FERTLISER
JUBILANT INGERVIA
KIMS
MASTEK LTD
SAREGAMA
CLEAN SCIENCE
GRINDWELL
NAZARA TECH
ROSSARI
POLYPLEX
CHEMPLASTS
BSE
PRAJIND
ANGELONE
SFL
MTAR TECH
LXCHEM