Authors JST Investments
๐งช Lowered interest rates
๐งช Pharma: Growth in generics as well as CDMO
๐งช Crop Protection: Scaleup of a fungicide for a Japanese CDMO client
๐งช Healthy pipeline of new products: Supported by new capacities; Investing in Animal Health & Biocides verticals https://t.co/D70j9oriCa

Hikal: Strong
— JST Investments (@JstInvestments) August 5, 2021
\U0001f9ea Rev up 27% YoY
\U0001f9ea 22% EBITDA margin
\U0001f9ea Pat of 50crs
\U0001f9ea Growth across both pharmaceuticals & crop protection.#Q1withJST #Pharma pic.twitter.com/8lFo68KzPe
RT if this adds value to your investing journey.

1/ Chemcon: A specialty chemical company that is a globally dominant player in its molecules, most of which go into the Pharmaceutical industry & have a high criticality attached to
Chemcon Speciality Chemicals: Business Analysis \U0001f9ec
— JST Investments (@JstInvestments) March 15, 2022
A Thread on this Import substitution play \U0001f9f5\U0001f447(RT if beneficial) pic.twitter.com/YU7aoQ8ibC
2/ Aegis Logistics: An oil & gas logistics company, with a stronghold on the LPG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight to grow much larger is on, short-term demand problems
Aegis Logistics business analysis \u26fd\ufe0f (RT if beneficial)
— JST Investments (@JstInvestments) March 4, 2022
A PSU to Private play.
A Thread \U0001f9f5\U0001f447
3/ Varroc Engineering: An auto ancillary company that has propelled down under its own enterprising projects fueled by a ton of debt. Will the fortunes ever illuminate for this significant participant of the global automobile
Varroc Engineering: Business Analysis \U0001fa94
— JST Investments (@JstInvestments) December 22, 2021
2nd largest Indian auto ancillary company.
Hit the 'retweet' for max reach
A Thread \U0001f9f5\U0001f447 pic.twitter.com/Es86oTDoek
4/ Jubilant Ingrevia: A specialty chemical company that has redefined backward integration as it begins from the basic chemicals to achieving complex vitamins & many more. Their fight to outgrow commoditized parts of the business goes
Jubilant Ingrevia Business Analysis \U0001f331
— JST Investments (@JstInvestments) March 10, 2022
Ingrevia = \u201cIngre\u201d denoting Ingredients & \u201cvie\u201d in French meaning Life, ie. Ingredients for Life
A Thread \U0001f9f5\U0001f447 (RT if beneficial) pic.twitter.com/QmKpr9HFI7