Shuchi Nahar's Weekend Blog!

Chambal Fertilizers - Company overview &  Urea industry synopsis in India Twitter Handle: @shuchi_nahar Company Overview   Incorporated in 1985 and based in Kota, Rajasthan, Chambal has the largest installed urea capacity of 3.00 million tonnes in the private sector in India. Chambal is the largest private player in the urea industry in India in terms of production capacity. Its share in the total domestic urea production has increased to 13.4%, driven by the ramp-up of its Gadepan-III plant. The company has maintained its share in the non-urea fertilizers segment. The company has sold 0.93 million tonnes of DAP/muriate of potash/nitrogen phosphorus potassium during the first 9 months of fiscal 2022, down from 1.60 million tonnes in the corresponding period of the previous fiscal because of the global shortage of the fertilizers amidst the Russia-Ukraine war. Its significant market share in north India is supported by its strong Uttam Vir brand and robust distribution ne...

Pharma Outlook by the sector veteran Aditya Khemka Twitter Handle: @shuchi_nahar Pharma business is divided into two models: Domestic  Export  Domestic Model This model is typically like an FMCG business. In domestic markets, those pharma companies that have branding power will have a good pricing power among other competitors. In pharma, doctors are the main customer of the product and the patient is just a consumer. The patient is going to follow what the doctor suggests and he will prefer only those drugs that will be suggested by a doctor, he won't switch to a generic drug if he is not getting the brand prescribed to him. Export Model  This model is basically like a steel business. A demand curve is almost always downward-sloping, reflecting the willingness of consumers to purchase more of the commodity at lower price levels. The pharma demand curve is going to be straight, so the question here is what will determine the price? The answer is simple, supply will determ...