Jubilant ingrevia - Products integration ( Source Hemant Bubna)
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 )
acetic anhydride is made from acetic acid. Jubilant holds more than half of the domestic market share in the production of acetic anhydride. it is also the 7th largest global manufacturer of acetic anhydride and the 4th largest in terms of merchant sales globally
Jubilant is the only integrated producer,manufacturing monochloroacetic acid/Sodium monochloro acetate by utilising acetic acid and acetic anhydride.The company is a prominent exporter of mcaa and Smca.
Acetaldehyde market in India is anticipated to grow at CAGR of 4% owing to its extensive utilization in the production of agrochemicals, pharmaceuticals, paints and coatings industries. Acetaldehyde, also known as ethanal, is an organic compound and is used as a
Until 2020, the Indian diketene market was valued at US$ 31.5 Mn, and is further expected to increase to US$ 48.4 Mn by 2030, expanding at a value CAGR of over 4%.
The India Brand Equity Foundation establishes that the country is the largest provider of generic drugs globally.
Based on these aforementioned broad trends, investments in diketene derivatives and associated products is likely to burgeon, creating massive revenue pools in the future.
CDMO-
-We currently have seven molecules in our
pharma CDMO pipeline out of which four are in Phase
III for anti‑viral and cosmetic applications and three
are in Phase II for anti‑neoplastic, anti‑retroviral and
anti-thrombotic applications.
molecules, one in Stage III for insecticides and three
in Stage II for insecticide and fungicide application.
We are also planning to file DMFs for our intermediates regulated markets from our GMP facility at Bharuch
through an eco-friendly route, starting from a renewable
source, instead of conventional fuels, thereby reducing
our carbon footprint.
-We offer Vitamin B4 (Choline Chloride) which helps maintain liver health in animals.
We have also diversified into herbal replacer of
Choline, Methionine, Non-antibiotic growth promoter (under brand ‘Phytoshield’) which is a plant-based natural offering for animal health
commissioned the global scale plant at Gajraula for
supply across India and the global market. The demand
for Propionic Anhydride is expected to grow on account
of strong growth from Agrochemical Segment (Growth in
Clethodim).
More from EV MISHRA
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.
More from Jubliantingrevia
Also on my radar for today:
— The_Chartist \U0001f4c8 (@nison_steve) July 29, 2021
1. ACE (Entry already done & SL is 230)
2. Jubilant Ingrevia (SL 550) - stock re-tested support pic.twitter.com/3S9UdDhhHL
Its an extremely informative AR with broad industry & segment wise overview. MUST READ
Lot of moving parts but looks very optimistic & strong growth outlook.
https://t.co/MxuTZDUfFT
https://t.co/ejcXEAQTHH
#JubilantIngrevia Planned Capex of Rs. 900 Cr. in next 3 yrs.
— Mouzam (@mmali09) March 30, 2021
Entry into Diketene derivatives -game changer.
- Import substitution opp. (40% is imported)
- used in Pharma & Agro Chem
- currently at 50% discount to competitor in India
- one of the leading Int. supplier Exit https://t.co/etPtndC1xN pic.twitter.com/WRQUFXHAtR
https://t.co/7YanRjNE8i
#JubilantIngrevia
— Mouzam (@mmali09) June 24, 2021
\U0001f44cAcquisition of 385,100 equity shares worth Rs 21.36 Cr by the promoter group.
Promoter buying is a Big Positive\U0001f3af
Shows that he is confident about its prospects and believes that investing in the company is better than putting money somewhere else.\U0001f4aa\U0001f4c8 https://t.co/vNYcSr3RgV pic.twitter.com/0WnXGN0UYZ
https://t.co/IW0GRBXi7h
#JUBLINGREA
— Mouzam (@mmali09) July 20, 2021
Super Result\U0001f680QoQ/YoY
Despite covid issues
YoY
Rev 1145Cr vs 737cr (+55%)
EBTDA 25% vs 17%
PAT 168cr vs 53cr (+220%)
EPS 10.6 vs 3.3
\U0001f525All 3 engines
\U0001f9eaInteresting Key CAPEX:
- Dietene on schedule
- CDMO GMP - new
- 2 Multipurpose Spl. Chemical plants new https://t.co/vNYcSr3RgV pic.twitter.com/0rcmB1YMfM
https://t.co/GqcV0GbaLD
Bio-Acetaldehyde - Bio based \U0001f9ec, World\u2019s largest manufacturer from \U0001f1ee\U0001f1f3
— Punit (@punitbansal14) July 28, 2021
Image 1: Benefit in carbon footprint as compared to the conventional petroleum route
Image 2: Bio-Acetaldehyde business overview pic.twitter.com/7M2Eqz5maS
You May Also Like
@NBA @StephenKissler @yhgrad 1. From Day 1, SARS-COV-2 was very well adapted to humans .....and transgenic hACE2 Mice
1. From Day 1, SARS-COV-2 was very well adapted to humans .....and transgenic hACE2 Mice
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 30, 2021
"we generated a mouse model expressing hACE2 by using CRISPR/Cas9 knockin technology. In comparison with wild-type C57BL/6 mice, both young & aged hACE2 mice sustained high viral loads... pic.twitter.com/j94XtSkscj
@NBA @StephenKissler @yhgrad 2. High Probability of serial passaging in Transgenic Mice expressing hACE2 in genesis of SARS-COV-2
1. High Probability of serial passaging in Transgenic Mice expressing hACE2 in genesis of SARS-COV-2!
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) January 2, 2021
2 papers:
Human\u2013viral molecular mimicryhttps://t.co/irfH0Zgrve
Molecular Mimicryhttps://t.co/yLQoUtfS6s https://t.co/lsCv2iMEQz
@NBA @StephenKissler @yhgrad B.1.1.7 has an unusually large number of genetic changes, ... found to date in mouse-adapted SARS-CoV2 and is also seen in ferret infections.
https://t.co/9Z4oJmkcKj
@NBA @StephenKissler @yhgrad We adapted a clinical isolate of SARS-CoV-2 by serial passaging in the ... Thus, this mouse-adapted strain and associated challenge model should be ... (B) SARS-CoV-2 genomic RNA loads in mouse lung homogenates at P0 to P6.
https://t.co/I90OOCJg7o
1 - open trading view in your browser and select stock scanner in left corner down side .
2 - touch the percentage% gain change ( and u can see higest gainer of today)
Making thread \U0001f9f5 on trading view scanner by which you can select intraday and btst stocks .
— Vikrant (@Trading0secrets) October 22, 2021
In just few hours (Without any watchlist)
Some manual efforts u have to put on it.
Soon going to share the process with u whenever it will be ready .
"How's the josh?"guys \U0001f57a\U0001f3b7\U0001f483
3. Then, start with 6% gainer to 20% gainer and look charts of everyone in daily Timeframe . (For fno selection u can choose 1% to 4% )
4. Then manually select the stocks which are going to give all time high BO or 52 high BO or already given.
5. U can also select those stocks which are going to give range breakout or already given range BO
6 . If in 15 min chart📊 any stock sustaing near BO zone or after BO then select it on your watchlist
7 . Now next day if any stock show momentum u can take trade in it with RM
This looks very easy & simple but,
U will amazed to see it's result if you follow proper risk management.
I did 4x my capital by trading in only momentum stocks.
I will keep sharing such learning thread 🧵 for you 🙏💞🙏
Keep learning / keep sharing 🙏
@AdityaTodmal