PCBL: Manufacturing is the next big theme

Video 1: https://youtu.be/YayqOrv9p1U?si=Lp3-aPfKl8X93egD

Video 2:  https://youtube.com/shorts/cdEc31Urd50?si=zv-BOjP2Y-ca8Ciu

Whenever, i make an investment be it 1000 or 10000 or 1 lac. I invest with a mindset of a business owner, this changes the vision on why i am associated with a company for next one decade

My next big bet on 10 years time period is manufacturing

On this, i am adding quite a few names

  • Overview
    • Total manufacturing capacity is projected to be 7,90,000 MTPA and 122 MW of green power from  6,66,000 MTPA  (  (Expected in FY 24))
  • FY 2023
    • Return on Capital Employed 16.27%
    • Debt-Equity Ratio :  0.25  
    • (%) EBItdA margin : 13%
    • PAT:  444.09 Vs 427.14
  • Carbon black
    • Carbon black is a commonly used reinforcement compound in the tyre industry due to its ability to enhance the mechanical and dynamic properties of tyres
    • Carbon black is used in multiple sectors worldwide, with the demand for it primarily driven by the tyre and rubber product industry
    • Additionally, carbon black is also extensively used in plastics and electrical applications, particularly in batteries, further contributing to the ongoing surge in its global demand   
  • Under the Energia brand
    • Offer exceptional conductivity, superior dispersibility, and high purity
    • These grades cater to Conductive Polymer, Electrostatic Discharge (ESD), Wires & Cables, and Battery applications, meeting customers’ specific requirements
  • Range of specialty chemical grades helps to fulfil a diverse array of application requirements
    • From films and fibres to pipes and wires, all products are tailored to meet customers’ demand
    • Also offer specialised formulations for food contact plastics, conductive materials, engineering plastics, inks, paints, coatings, adhesives, sealants, and batteries
    • Provide the perfect solution for customers’ unique demands, regardless of industry or application
  • PCBL Limited : Commencement of commercial production of first phase of Greenfield carbon black manufacturing 
    • Commencement of commercial production of first phase ( 63,000 MT ) of 147,000 MT Greenfield carbon black manufacturing capacity in the state of Tamil Nadu

Comments

Post a Comment

Popular posts from this blog

Poonawalla Fincorp: I love stocks at 52L

https://youtube.com/shorts/kEd4ftcXaV4?si=8FpeXOzf0qyTs_Mo   Poonawalla Fincorp: I love stocks at 52L AUM up 52% YoY to ₹26,972 crore PPoP at ₹432 crore in Q1FY25, up 47% YoY and 6% QoQ  Assets:  ➢ Assets Under Management (AUM) stood at ₹26,972 crore, up 52% YoY and 8% QoQ  ➢ AUM Mix consist of 35% MSME finance, followed by 28% personal and consumer finance, 17% loan against property and 14% pre-owned car.   Asset Quality:  ➢ Gross NPA at 0.67%, lower 75bps YoY and 49bps QoQ  ➢ Net NPA at 0.32%, lower 44bps YoY and 27bps QoQ  ➢ Provision Coverage Ratio stood at 52.53%   Profitability:  ➢ Operating Profit (PPOP) was ₹432 crore, up 47% YoY and 6% QoQ  ➢ Profit After Tax (PAT) was ₹292 crore, up 46% YoY  ➢ Return on Assets (RoA) stood at 4.62%  ➢ Net Interest Income (inc. fees and other income) was ₹676 crore, up 42% YoY and 5% QoQ
Read more

Confidence Petroleum Forays into Hydrogen Cylinder Manufacturing

  https://youtu.be/mD2k0HOpAxo?si=8H1ue9mw316h2wYr Confidence Petroleum Forays into Hydrogen Cylinder Manufacturing Unlike conventional metal cylinders, type 4four cylinders are entirely corrosion-resistant, lighter by seventy percent, and can accommodate three times more gas.  Constructed from carbon composite with a polymer liner, they boast exceptional safety features. The move signifies Confidence Group’s commitment to spearheading the global energy transition towards a cleaner and greener future.  By prioritizing innovation and environmental stewardship, the company aims to revolutionize the hydrogen storage industry and promote sustainable energy solutions. As reported by The Hitavada, through this venture into the green hydrogen market, Confidence Group aims to position itself as a leader in providing solutions that expedite the adoption of renewable energy sources.  These cylinders will play a pivotal role in the efficient storage and transportation of green ...
Read more

Fund Name Motilal Oswal NASDAQ Q 50 ETF

https://youtube.com/shorts/32bjjjgYaTc?si=anr8AuA1mUIcavcf Fund Name Motilal Oswal NASDAQ Q 50 ETF About Nasdaq Q 50 Index The Nasdaq Q-50 Index is designed to measure the performance of 50 of the largest Nasdaq-listed nonfinancial companies outside of the Nasdaq-100 Index Exposure to next-generation of innovators The Nasdaq Q-50 Index (NXTQ) tracks the performance of the 50 securities that are next eligible for inclusion into the Nasdaq 100 Index (NDX). The index deploys the proven methodology behind the time tested Nasdaq 100 Index, with its emphasis on innovation and growth.  The key benefit of the Nasdaq Q-50 is diversification into additional disruptive companies beyond the established, mega cap and large cap leaders in the Nasdaq 100.  Stock Selection: Top 50 companies that are not part of NASDAQ 100 Index are included, in the Index, but with acute focus on the next generation of market leadership Weighting: The index stocks are weighted by modified float adjusted market...
Read more