BC DYNEMICPRODUCTS
Saved by @BhasaduBaba

# Dynemic Products Limited is one of the largest global manufacturer & exporter of food colours in the world, offering wide range of1-Food Colours, 2-Lake Colours, 3-Blended Colours4-US-FDA certified FD&C Colours 5-Dye Intermediates 6-Natural food Colours 7-Salt free dyes

 Food and drug Colors are used in food items , Beverages, cosmetics, Tablet, capsules, Gel , liquid, paste to enhance their visual appeal. Synthetic Food colours are in more use than the Natural colours, because of availability of wide range and competitive prices.
Dynemic Provides complete range of FD & C (Food Drug & Cosmetic) colours, which are approved by US FDA. Lake colours are more stable than the water-soluble colours, thus it is widely used in Cosmetic & Pharmaceutical industry
Salt free dyes are used in Cartridge Ink, Roller Ball point Ink, etc. Blended colours are mixture of two or more water-soluble colour or lake colours. It's customized products.
Dye intermediate -Pyrazolone based dye intermediate,Naphthalene and benzene based dye intermediate used in Food Colours
Reactive Dyes
Metal Complex Dyes
Acid Dyes
Ramazol Dyes
Direct Dyes
Company at present export to almost 65 countries, Company has two manufacturing plant in Ankleshwar ( Gujarat) All products manufactured according to regulatory requirements of FSSAI, EU, USFDA, WHO GMP certification
Global food colour market growth is projected at 9.8% from 2019-2023. In Fy 18-19 - Revenue split
Food colour around 80% revenue
Dye intermediates around 20% revenue
Promoters holding in company at present holding is 41.43%( increasing) mcap around 135 Cr , BV 103, PE 6.39 , regular dividend paying. Last 3 yrs ROCE > 20%,Average ROE > 19.2%, sales growth last 3 yrs not very encouraging
Borrowing 46 Cr. Dahej project-According to company Dahej project will complete by Aug 2020 but because of lockdown it may take 3-4 months more time for completion and then trial run and commercial production will start
And revenue will start reflecting from 2021-22 q1 In Dahej apart from food colours it’s planning to manufacture bulk drug Chlorzoxazne ( commonly used muscle relaxant) oxyclozanide ( veterinary uses)
Chlor hexidine ( disinfectant , antiseptic,mouth wash )Topic acid ( for manufacturing Atropin which is very commonly used drug ) Para Anisic acid ( for Manufacturing Amidarone - used for heart rhythm related problems)
In Dahej they will also manufacture PANA (N-Phenyl-alpha-naphthylamine) is a high-purity product widely used as an antioxidant in petroleum products, synthetic lubricants, rubber products, and as an organic intermediate.
In Dahej they will also manufacture para anisic aldehyde and para anisic alcohol ( perfume ) , para anisic acid ( sunscream lotion )
Another listed company from this segment is vidhi speciality food which seems to be better then Dynemic in financial parameters as if now ( I am invested in both ) This is what I know about Dynemic , please add more if you know .
@threadreaderapp unroll
Dynemic products ltd good results in this scenario, long term debt is up probably because of expansion.
Dynemic products 120 to 206 , good results in bad scenario , good entery point in good stocks and patience is always rewarding.

More from drprashantmishra

drprashantmishra
drprashantmishra
@drprashantmish6
GSFC Some Facts -
1- Its a Government company with mcap of around 5000cr
2-Its having Debt of only 35 Cr with Deposit of 1000 Cr
3-Its investment value
GNFC -almost 3 cr shares X437=1300 cr
Guj Ind power 2.23crX 85=189 Cr
GACL 16 lacX = 107 cr

Guj https://t.co/v6Yk7U34AA corp 9 lacX6.8=63 lac
Gujarat Gas 4.7 CrX=2968 cr
Bandhan Bank 11.35X284 =32 cr
IDBI 5.5 lacX 44= 2.4 cr
MCFL 5.8 lac X 76= 4.4 cr
Total value of investment =4700 Cr

Production capacity of Its plant for Various products + Methanol plant plus Melamine plants


Major Raw Material
Rock phosphate
Ammonia
Benzene
Phosphoric acid
sulfur

Expansion-
1-ammonium sulphate 4th plant of 400 metric tonnes capacity - Revenue estimated 230 Cr
2- sulphuric acid, fifth plant. 600 metric tonnes per day for captive consumption.
GSFC
drprashantmishra
drprashantmishra
@drprashantmish6
Fineotex Chemical Ltd ( My Observation ,no recommendations )
Market Cap 1,232 Cr.
Current Price 111
High / Low 120 / 29.2
Book Value 18.9
Promotors holding-around 65% ( In Last 3 yrs from 72.36 to 64.72 and last few month 64.72 to 64.82)

-OPM betwee 18-19% ( consolidated )in last 3-4 yrs
standalone between 20-25%
-sales growth last 3 yrs 16% and profit growth 23%
- Almost debt free
- High debtor days
-Good ROCE and ROE
EBITDA Margins - Company is hopeful for maintaining margins of 18-19%


-Manufacturing ,JV and R&D
1- Navi Mumbai- Capacity 36000 MT
2 Malaysia -6500 MT
3- Upcoming- Ambernath facility - 36000 TPA

4-JV with HealthGuard Australia for durable metal-free sustainable chemistry solutions that are anti-microbial and anti-viral(textile,detergent, leather and allied products)

5-Sasmira-Setting up a state of art Research & Development centre in collaboration with Sasmira Institute, one of India’s premier textile institutes
-Fy 21 R&D expenses 1.85 cr with top line of 219 cr ( I hope after Sasmira Tie up R&D will be much better
FINEOTEX CHEM
Advertisement
EV MISHRA
EV MISHRA
@drprashantmish6
Jubilant ingrevia - Products integration ( Source Hemant Bubna)


Products integration -For Vitamin B3


Jubilant Ingrevia


Life science chemicals -Market Share


Ethyl acetate-One of the key products of Jubilant’s Life science business
Manufacturing from -bio-ethanol and acetic acid.
Jubilant is also the 7th largest Ethyl Acetate manufacturer in the world and has the largest market share in the domestic market.( See Below )
JUBLIANTINGREVIA
drprashantmishra
drprashantmishra
@drprashantmish6
DCW Ltd - CMP 28 rs ,some observations
1- CPVC - its only manufacturer of CPVC resin with capacity of 1000 MTPA( Meghmani and Grasim both are coming up with CPVC manufacturing capacity in next 2 yrs)provisional anti-dumping duty announced on 26th August 2019

has resulted into improvement in demand and average realisation improvement in demand and average realisation ,current capacity utilization of CPVC resin is 100%
2- SIOP- now 40% capacity utilization The SIOP segment turned profitable in 1HFY21

Both SIOP and CPVC contributed to 31% to the company’s EBITDA in 9month (FY20: 18%, FY19: 5%).
3-The PVC segment turned profitable and reported segment EBITDA of INR 650M with margins 14.5% (1HFY20: EBITDA loss of 11 million, FY20: EBITDA loss of INR109 million, FY19: INR166 m

mainly on account of a surge in PVC resin prices,
4- Caustic soda and soda ash segment profitability likely to remain subdued and i am not very much optimistic on this commodity business
5-Current revenue of specialty chemical - around 14% and company is focusing on increasing

with current capacity revenue share can increase up to 25-30% of total revenue
6-Balance sheet is stretched The interest coverage (EBITDA/gross interest expense) at 1.5x in 1HFY21 (FY20: 1.4x, FY19: 1.6x) and net leverage (net debt/EBITDA) at 3.8x
ALL
drprashantmishra
drprashantmishra
@drprashantmish6
What is Biotechnology( i am trying to keep it very simple)
•Biotechnology is the study and manipulation of living things or their component molecules, cells, tissues, or organs for the benefit of humans (or other animals).
Example -

1Recombinant DNA (rDNA) technology
2Polymerase Chain Reaction (PCR)
3Cloning
4Fermentation
5The creation of
(a)Insulin to treat diabetes
(b)Proteases (enzymes used to remove stains from clothing)
(C)Antibodies (for recognizing and fighting certain diseases

(D)Selective Breeding (dog breeds, flowers, fruits)
(E)Pharmaceutical drugs
•Cellular manipulation products (growing human ears on mice
just see how Biotechnology produces Hepatitis B vaccine


Insulin Production is also a Biotechnology


The biotechnology sector encompasses five segments that cater to different sectors;
1-biopharma -
2 bio-agriculture
3 - bio-service
4- bio-industry and
5- bioinformatics (or BioIT).
ALL

You May Also Like

Stephen Fasenfeld \U0001f600
Stephen Fasenfeld 😀...
@fasenfeld
1. “Who Are Ireland’s Members Of The World Economic Forum Implementing The Great Reset In 2021 ? 🧵1/28

🕵️🔎 Politicians, Musicians, Clergy, Bankers, Journalists, Human Rights, Artificial Intelligence, Sustainability, Corporations & Agriculture


2. In previous threads I have looked at 🇮🇪 key players in the Trilateral Commission as well as 🇮🇪 people who have attended the Bilderberger meetings. I also looked at the 🇮🇪 in the Young Global Leaders which is a site run by the WEF. You will see a lot of crossover between them.

3. The purpose of this thread is to compile all the Irish members into one thread for ease of access and reading rather than having to dive through the WEF site. This is by no means definitive and I will be adding more over time when they pop out of the woodwork.

4. Ireland’s WEF members are drawn from all walks of life but can be split into 2 separate areas. The WEF calls the first category “people” and the 2nd one “agenda contributors”. In total Ireland has a minimum of 61 members. Some of the names will be familiar and others will not

5. In this thread I’m just going to concentrate on the 21 people (there are probably a lot more). There are also 40 “agenda contributors” which I will cover in a separate thread. The agenda contributors are those who write articles or do research for the WEF site.
ECONOMY
Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Alathiyur Hanuman Temple
Malappuram, Kerala 🚩
#keralatemples

One of the Powerful Anjaneya Temples in Kerala. Hanuman temple is adjacent to Shri Ramar Sannidhi. Here Hanuman's head is tilted towards the left to hear Shri Rama's words. Shri Rama is entrusting Hanuman👇


Task of locating Mata Sita in Lanka.

Prathishta of Hanuman is done by Sage Vasishta. Eventhough this is Shri Ram Temple, importance is given to Hanuman
Shri Rama shares with Hanuman the Abhignana Vaakhyam, the words that would enable him to gain the confidence of Mata Seetha.


Hanuman stands leaning a little towards the left, showing how he hear Shri Rama's words and also assuring him Your Wish is my Command.
The Vigraham of Hanuman gives us the Strength, Confidence and Bhakthi.
There is a place marked here to show Hanuman’s leap to Lanka over sea.


Devotees run and leap over the stone for better health.Aval Naivedhyam is famous here. Those children who have nightmares are told to pray Alathiyur Hanuman. Mantra 👇

Alathiyur Hanumane
Pedi Swampnam kanarudhe
Pedi Swapnam Kandalo
Val Kondu Thattiyunarthename
🙏🕉🙏
ALL
Advertisement
Novid Houellebecq (That's Hollaback)
Novid Houellebecq (Tha...
@GarouGothic
I want to explain what happened to tumblr overnight. And why Twitter as reached it's dream (or have come ever so close to it)

Yahoo, who bought Tumblr years ago, used to have a huge adult presence on the early net. They allowed adult groups and what not.

However, people and bots (just like now) misused the service, and Yahoo were forced to make a choice. They made private the groups (and later closed them down and sold some of it to other companies) and then ended their chatrooms on yahoo messenger...

after a incident with one of the chatrooms vid cams. The damage was done, Yahoo Messenger lost a lot of people - and with the closing of the groups - backpage and Craigslist came more important.

Now backpage is no more and Craigslist is slowly passing away. Tumblr had a semi strong community, but once 2014 came around and both porn, and political bots exploded the quality started to go down,
TECH
#OurFavOnlineDoc \U0001fa7a\U0001f1f3\U0001f1ec\U0001f1ec\U0001f1e7\U0001f48e
#OurFavOnlineDoc 🩺🇳🇬🇬🇧...
@DrOlufunmilayo
HELLO: If you pee and every time you finish, your urine looks like this picture, you may have a serious medical illness.

Foamy urine especially if it is persistent and noticeable over time may mean you have a serious kidney problem.

Let’s talk about this today...
RT for others.


What are the features of a normal urine?

A normal urine should have a light yellow colour, painless, odourless (or faint smell), steady stream and should ideally not foam when you pee.

When there’s something wrong, then you see changes in all the above normal features of urine.

For instance if urine becomes very deep yellow, it may mean you are dehydrated;

If urine becomes painful or smells really really bad, it may mean you have an infection;

If urine has a poor stream, especially in a man, it may mean a prostate problem like cancer.

Do you get me?

So today let’s talk about Foamy Urine.

What are the things that can cause urine to suddenly be foamy. As I said in the first tweet, it MAY mean a serious medical illness like a serious kidney problem.

First things first- it does NOT always mean a problem but it may as well.

Now what are the causes of Foamy Urine:

1. SPEED-
If you pee really fast or with a lot of force, it may make your urine more foamy than usual. The speed and force makes the urine generate a lot of bubbles which tend to almost quickly disappear as it is formed in the toilet bowl.
HEALTH
Richard James
Richard James
@RJSHutton
I think a plausible explanation is that whatever Corbyn says or does, his critics will denounce - no matter how much hypocrisy it necessitates.


Corbyn opposes the exploitation of foreign sweatshop-workers - Labour MPs complain he's like Nigel

He speaks up in defence of migrants - Labour MPs whinge that he's not listening to the public's very real concerns about immigration:

He's wrong to prioritise Labour Party members over the public:

He's wrong to prioritise the public over Labour Party
POLITICS