Posts

Showing posts from February, 2021

Subscribe Now!

DMCC - Dharamsi Morarji Chemical Company - Company Overview

Image
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 unfavorable m

Tata Chemicals - Huge Opportunities Ahead

Image
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 Presentation) Con

PHARMA SECTOR PRIMER

  Your ultimate guide to understand the basics and details about the Indian Pharma Sector A Brief Understanding On Pharma Sector From Its Key Terms To Its Filing And Procedures. The following article is on the Indian Pharmaceutical Industry, the article is written to familiarize ourselves with the terminology or the jargon’s of the pharmaceutical industry. It will briefly touch upon terms like API, Intermediates, CDMO’s/ CRAM’s, PARA Filings,  Innovator drug, Generic drugs, life cycle development etc. The Indian pharmaceuticals market has characteristics that make it unique. First, branded generics dominate, making up for 70 to 80% of the retail market.  India also has the feather of being the  largest exporter of generic drugs  in the world.  Second, local players have enjoyed a dominant position driven by the formulation development capabilities and early investments.  Third, price levels are low, driven by intense competition. While India ranks tenth globally in terms of value, it

Neuland Labs Ltd - Q3FY21 Result Update

Image
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 APIs ship