#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 :
Expansion and Growth plan :

Has over 1500 Crs of surplus in books, can be utilized for acquisition or Capex

Co plans on the following products :
⚡️Acetic Acid
⚡️Formic Acid
⚡️Ammonia
⚡️Nitric Acid
⚡️TDI

Company plans to make India self sufficient #AatmanirbharBharat
The company is thus uniquely positioned in India's chemical growth journey and has potential to take advantage of the China + 1 story #ChinaPowerCrisis

TDI has monopoly in India. Others have competitors, but the company has strong capacity and dominance across 🚀🚀🚀
Is expected to give strong numbers in the coming quarters on the back of steep increase in prices of Acetic Acid, TDI, Urea, Formic Acid, Aniline, Methanol and so on. 🔥🚀🚀🚀

Low PE and EPS expansion makes it a good investment stock at current levels. STUDY AND TAKE A CALL 🙏🙏

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