Attended #Rallis AGM last week. Not seen a better AGM in the Chemicals sector. Went for nearly 3 hrs and Mr Bhaskar Bhat (Chairman) and Mr Sanjiv Lal (CEO) answered every question raised in detail.
Extract from Annual Report of #RallisIndia
— Soumen Chatterjee (@Aries_Martian) June 27, 2021
Emphasis on Biotechnology in Crop Nutrition & Seeds business
Capex Plans \u20b9800 Cr next 5 yrs. \u20b9200 Cr approx in FY22, largely be funded from internal accrual
Thanks to @unseenvalue @ishmohit1 for their Webinar on Biotechnology
(1/2) pic.twitter.com/CCAS72KlN2
More from Sajal Kapoor
@connectgurmeet Real estate - unseen exposure
Playing real estate and home improvement structural story in \U0001f1ee\U0001f1f3 via a focused proxy consumption \U0001f9fa
— Conviction | Patience (@unseenvalue) January 10, 2020
1. Asian Paints
2. Pidilite
3. SHIL (Hindware portfolio)
4. Fragrance SpecChem (Kelkar & Fairchem)
Consumption | Proxy Consumption
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