China becomes a net importer of Aluminium

Crackdown on factories in China driven by political rulings to curb emissions

Nalco delivers the highest grossing quarter ever

2+2 = 20 https://t.co/paEk76EaGT

https://t.co/eabqmzuU2v
VP Thread on Nalco
https://t.co/SpTcbmWUOg
Nalco's earnings have very high sensitivity to aluminum price. In fact, it’s earnings double for every US$400/t increase in aluminum price.

https://t.co/aqbthw1gFP
Aluminum Prices just ~14% away from their ATH of 3000+ USD/T
Aluminum Prices at 10yr High!
The wonders of Aluminum

https://t.co/RJ2rS2rCM1

More from Tar ⚡

Guess the Sector, that this company operates in.

ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%

Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy

The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!

For a company that operates in a cyclical sector like cement!

What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.

With real estate sector reviving, this can be a great bet from here.

No recommendations, just an observation.

Market started re-rating the stock as soon as they announced acquisition.


Someone did some work on details of acquisition, sharing the thread

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