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

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