Jubilant ingrevia
#jublingrea
Investment of 900cr in 3yrs
Everything from int accruals👌
Splty chem-550cr
Nutrition n health-100cr
Lifescience chem-250cr
Fy22 capex-350cr
Rev potential-900cr @ peak capacity
Diketene-Oct commissioning
CDMO-Apr 2022
Vitamin B3+acetic anhydride
More from Shreenidhi P
#MASTEK
Adding 40+ customers every quarter from an year
650+ active clients
Met 150+ customers/partners virtually in last 40days
Focus to accelerate US growth-have strategy in place
960cr cash on books
Looking for organic+inorganic growth
#CNBCTV18Exclusive | Catch @_anujsinghal, @_soniashenoy & @SurabhiUpadhyay in conversation with @HiralChandrana who was appointed as global CEO of #Mastek last month. He says that a big part of their strategy is to grow in the US. @Reematendulkar pic.twitter.com/nRnfGoGHTp
— CNBC-TV18 (@CNBCTV18News) August 18, 2021
Investor ppt
Splty side:3yr target
Masterbatches-10% rev,20% RoCE
Textile chem-10% rev,25% RoCE
FMCG-Fabricizer launched
30% RoE,22% RoCE-fy21
1% shift in splty adds 5cr EBITDA
Target-62% to 80%
Net d/e 0.5x
D/EBITDA 1x
Petcare-plans 2 demerge in2 seperate entity https://t.co/Iq4VT6tG50
Cosmo films#cosmofilms
— Shreenidhi P (@nid_rockz) August 4, 2021
Probably the best results of the day
Glimpse of last 5qtr
Rev,EBITDA,pbt n PAT growth every qtr
Highest OPM 19%
Q1 EBITDA 132cr n PBT 116cr
Last 5yrs
OPM 7% to 17%\U0001f44c
80% pf-speciality-fy23
Superb debt management
Liberal dividend n buyback
Solid OCF\U0001f44c pic.twitter.com/6ulhmHZf24
More from Jubliantingrevia
Any dip till 740 seems a buying opportunity.
Post Q2 it may give decent up move.
#INVESTING https://t.co/gyyuivs0tT
Ideally this should cross four digit in mid term if they maintain similar growth
— JAKERA CHOUDHURY (@Jakerachoudhury) July 22, 2021
Happy that you are making profit in this. Kudos#jubilant ingrevia https://t.co/le7f6bSjuz
💥 11% Up
Trading at ATH
#jubilantingrevia #jubilingrea
— Sk Parbesh\U0001f1ee\U0001f1f3\U0001f4ca\U0001f4c8\U0001f4c9 (@Chart_View) July 21, 2021
Breakout from tight consolidation with highest daily volume exactly from support
Posted Excellent Q1 Result
Good Setup to go long
CMP: 589
Weakness below: 540 DCB@nid_rockz https://t.co/03RvbA2oZy pic.twitter.com/Vl6Rk52noY
#JUBLINGREA
Updated Chart
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