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...

Tata Chemicals -  https://myweekendspot.blogspot.com/2021/02/tata-chemicals-huge-opportunities-ahead.html Twitter Handle: @shuchi_nahar Recent updates about the company The chemical industry can play part in these sustainability solutions – reducing carbon emissions, turning waste into useful products, i.e. circular economy. Tata Chemicals can also play into chemicals going into health and hygiene – it already plays some bit through detergents and other applications of sodium bicarbonate. Grow volumes & maximize realizations in soda ash (price increased in Q2 FY22). Timely execution of capacity expansion: Salt 165k MT by end of FY22. Soda ash demand drivers Demand is likely to remain strong thanks to growing new applications in sustainability solutions. Soda ash demand is likely to pick up from the use of glass panels (flat glass) into solar cells, lithium carbonate (every ton needs one ton of soda ash), and the move to container glasses from plastics. This is likely to d...

Specialty Chemicals what makes them so demanding? Twitter Handle: @shuchi_nahar Specialty chemicals are particular chemical products that help in providing a variety of effects to various industries that they cater to such as textile, ink additives, construction, oil & gas, cosmetics, and food. Specialty chemicals can be single-chemical formulations or entities whose composition greatly influences the performance of the customers’ products. These chemicals are used on the basis of their function and performance. Continuous R&D in this market has facilitated the development of products with optimum and advanced features. This is one of the major factors that drive the growth of this market. With the easing of lockdown norms, there has been a good recovery in overall operations of the Indian specialty chemical sector but it’s believed that full normalcy would still take some time especially for industrial chemicals.  To seize the opportunity to establish India as a leadin...

What's driving the Ethanol madness?  Twitter Handle: @shuchi_nahar In terms of source, the Indian ethanol market has been categorized into sugar & molasses-based ethanol, second-generation (mixed grains) and grain-based ethanol. The energy demand in our country is rising due to an expanding economy, growing population, increasing urbanization, evolving lifestyles, and rising spending power. Based on application, the market has been segmented into industry solvent, fuel & fuel additive, beverages, disinfectant, personal care, and flavouring & fragrance. The target  of achieving 20% Ethanol blending by 2030 has been revised to be achieved by 2025. About 98% of the fuel requirement in the road transportation sector is currently met by fossil fuels and the remaining 2% by biofuels. Today, India imports 85% of its oil requirement. The Indian economy is expected to grow steadily despite temporary setbacks due to the COVID pandemic. Domestic biofuels provide a strateg...

Neogen Chemical Ltd - Company Overview & Indian Chemical Industry S ynopsis T witter Handle: @shuchi_nahar Company Overview India’s one of the largest manufacturers of Bromine-based compounds, Inorganic Lithium Salts, which mainly find applications in Pharmaceutical, Agrochemical, Specialty Polymer, Heating, Ventilation and Air Conditioning (HVAC) and Flavors and Fragrance Chemicals. Operating since 1991 with strong portfolio of Organic and Inorganic products.  Customers across multiple industries including Pharma, Engineering, and Agrochem Key export geographies include the USA, Europe, Japan and Middle East Growing contribution from Custom Synthesis and Contract Manufacturing Executing Brownfield manufacturing capacity expansion Promoters are pioneering technocrats with substantial domain expertise cumulative experience of more than six decades Developed strong R&D capabilities with dedicated in-house team. Source: Neogen Chemical AnnualReport & Investor Presentation ...