#GNFC #chemical
Thread on #GNFC (#attractive valuation)
✨Chemical (~70%) + ✨Fertilizer (~30%)
🧐Technical View :
⭐️Stock crossed major res of 452
⭐️Retesting strong support levels
⭐️Movement from here will take it to test ATH
⭐️Stock consolidated well & is above 10EMA
🧐Numbers : In Crs
⭐️Revenue TTM: 5823 (~1.25 Sales) Cheapest among peers 👍
⭐️EPS TTM: 60 (PE 7.8) Looks attractive even after the run up 👍
⭐️Debt Free : 👍
🧐Now lets look at fundamentals
Products and capacities:
Many of the products at multiple yrs BO or 52 weeks High🚀
⭐️TDI : Monopoly - Used in Mattress, Car seats (Inc of 40%, EBITDA ~45-50%) #sheelafoams #berger #sleepwell
Methanol : 2x of LY ⭐️
Urea: 13 years high ⭐️
Aniline, Acetic Acid, Nitric Acid, Ethyl Acetate, Formic Acid : Import substitutes ⭐️
Competing companies : #jubilantingrevia #laxmiorganic #deepakfertiliser #GSFC #IOL and so on
✨No company has this diverse and vast capacities✨
Most of the products are unique and import substitute. Poised to take benefit of China +1 Story.
TDI : MS of 65%
Aniline, Formic Acid : More than 50%
Acetic Acid/Urea/Methanol: One of the largest player
Best in class technology with world class technology partners :