Shuchi Nahar's Weekend Blog!

Dharamsi Morarji Chemical Company - Company Overview The Dharamsi Morarji Chemical Company Limited (DMCC), established in 1919, was the first producer of Sulphuric Acid and Phosphate fertilizers in India. Over the years, the brand of the Company (“Ship”) came to be recognized as the quality standard for Single Superphosphate (SSP). Until recently, DMCC was known primarily as a fertilizer producer, with over 75% of revenue from SSP. As a strategy, DMCC structured itself to Speciality Chemicals. With focused Research and Development efforts, processes for downstream sulfur-based chemicals were commercialized. Diversified Product & Customer Base The company has 34 unique products across bulk and specialty chemicals. The company has a wide product basket that helps us in penetrating new geographies and acquiring new customers. The chemicals manufactured and applied in a wide range of industries across 25 countries. Impact on Bulk Chemicals Companies  bulk chemicals had an unfavorab...

Tata Chemicals - Company Overview Twitter Handle: @shuchi_nahar Tata Chemicals is one of the largest manufacturers of inorganic chemistry products with plants spread across four continents – America, Europe, Africa, and Asia. The company is the world’s third-largest Soda Ash and India’s leading vacuum evaporated iodized salt producer. Tata salt works, spread over 36,000 acres, are the largest in Asia. The company  produces soda ash using synthetic and natural mining processes. Of this, 3/4th capacity consists of natural soda ash allowing us significant cost competitiveness. A part of the US$ 113 billion Tata Group, Tata Chemicals is a globally leading multinational company employing over 4,600 people and present in 40+ countries. Companies eight decades of existence have helped in enjoying a strong and established position globally in inorganic and crop protection chemicals. Business Overview – Q3FY21 Consolidated Snapshot of Revenue Q3FY21 -(Source: Q3FY21 Investor Presenta...

"Get ready for your comprehensive guide to understanding the fundamentals and specifics of the Indian Pharma Sector." Pharmaceutical Industry The following article provides an overview of the Indian Pharmaceutical Industry, aiming to familiarize readers with the terminology and jargon used in the industry. It briefly touches upon terms such as API, Intermediates, CDMOs/CRAMs, PARA Filings, Innovator drugs, Generic drugs, and life cycle development. The Indian pharmaceutical market is unique in several ways. Branded generics make up 70 to 80% of the retail market, and India is the largest exporter of generic drugs globally. Local pharmaceutical companies have a strong position due to their formulation development capabilities and early investments. Additionally, the market has low price levels driven by intense competition. Although India ranks tenth globally in terms of value, it is ranked third in volumes. These characteristics create both opportunities and challenges for th...

Neuland Labs Ltd Q3FY21 Result Update Twitter Handle: @shuchi_nahar   Link to Company Overview of Neuland Labs in detail: https://myweekendspot.blogspot.com/2020/09/neuland-labs-company-snapshot.html The company has announced consecutive another strong quarter of top-line and bottom-line performance. The revenue at Rs.245.6 crores was a 20% improvement over the corresponding quarter of the last fiscal while the margins have shown an upward trajectory and closed at 19.0%. This was driven by growth across the GDS and CMS verticals. The company remains confident of its long-term growth aspirations as well as its margin resilience.  • Total income increased by 20.0% in Q3FY21 on account of secular growth in GDS and CMS. • Prime segment continues growth led by Levetiracetam and Mirtazapine. • Speciality business had a stable quarter led by Deferasirox and Dorzolamide. • CMS business witnessed growth in scale-up projects and higher projects coming up for validation. • Two ...