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MRIDUL SOMANI Profile picture
MRIDUL SOMANI
@Mridulsomani2
S/w Engineer - Businessman - Organic Farmer - Investor | USC Alumni (University of Southern California) | Interested in Value Investing, Geopolitics & Agro
Apr 6, 2018 • 5 tweets • 5 min read
#akshar chemicals - FY20 would be a yr to watch. Rev/PAT going 2x, ebitda% improving ~15% to 20% as major contribution frm pigments and silica. Margins wd be more stable due to lower contribution from dye intermediates. #bodal chemicals #kiri chemucals #shree pushkar Fairly valued at 15x at 610. Though 2 yr fwd is ~8x. #Vinyl Sulphone and #H Acid realizations have stabilized now from peaks due to #China factor last year. Capex permissions are not easy to get with dye intermediates being highly toxic.