Valiant Organics - Listed on SME platform, will definitely come to main board after all the criteria’s are fulfilled.
1- some promoters are from Aarti industries
2- products are used in agrochemicals, dye , pigments , polymer , pharmaceuticals fuel additives, rubber
1- some promoters are from Aarti industries
2- products are used in agrochemicals, dye , pigments , polymer , pharmaceuticals fuel additives, rubber
3- most of units located near ports so reduced logistics cost
4-88% domestic sell , 12% export in 18-19. 5- customers are BASF, coromandel , Bayers , GIL and many more
4-88% domestic sell , 12% export in 18-19. 5- customers are BASF, coromandel , Bayers , GIL and many more
6-company is expanding chlorophenol capacity from 4800 mpta to 18000 mpta and acquired land at sayakha Gujarat for further expansion
7-5 plants at Sarigam , Tarapur,vapi , Jhagadia, Ahmedabad 8- major revenue from para nitro aniline and parachloro phenol and almost 10-12% revenue from paracetamol 9- Debt is 53 Cr
10-P-Chlorophenol, (capex segment )is used as an intermediate in organic synthesis of dyes and drugs. pesticides, medicines,and plastics
P-Chlorophenol are used as disinfectants and antimicrobials against bacteria, fungi, algae and viruses. They are used at a lot of water related surface like decks, pools and other hard surface surrounding swimming pools, commercial and industrial water cooling system
additionally the salts are currently used for treatment of tuberculosis, anti-viral and as fungicides & herbicides. P-Chlorophenol is also used as wood preservers, intermediate for dyes and drugs. Debt is 53 Cr and reserve around 245 Cr , PE around 12
#Valiant organics- now will come to BSE main board
@threader_app compile
Nippon India and Goldman Sachs are now shareholders of Valiant organics.
#Valiant organics- Results below my expectations but fixed asset increased , hopefully next q will be good , ( Disclosure- invested) Concall needed.
Valiant organics- ( source - Monarch capital )
PAP demand and supply scenario.
Producer of PAP in India ( source chemical weekly) plus 10000TPA is capacity of Valiant
PAP demand 2020 data ( source chemicals weekly)
PAP import in India
PAP demand for paracetamol in India
Valiant organics - PAP, which should, at peak utilization, incrementally contribute Rs3-4bn to revenues.( Monarch networth capital )
Capacity Expansion
Valiant - comparision with others (Source MNCL)
Valiant - Moat ( Source MNCL)
Indian Paracetamol and PAP market.( Source - MNCL)
See How valiant is integrated with Aarti Ind .
Valiant and Aarti ind- integration
Valiant organics- flat results- Raw material cost is more .
Valiant organics AR-
You would be delighted to know that we completed the
expansion of ammonolysis capacity at Vapi plant. We also completed expansion of Phase I of Para Amino Phenol (PAP),while the expansion of Ortho Amino Phenol (OAP) is still in process.
You would be delighted to know that we completed the
expansion of ammonolysis capacity at Vapi plant. We also completed expansion of Phase I of Para Amino Phenol (PAP),while the expansion of Ortho Amino Phenol (OAP) is still in process.
-PAP has been identified as key intermediates of
pharmaceutical products.
We have commenced preparation on the production of drug intermediates. Our strategy is to produce drug intermediates to reduce the imports of these products.
pharmaceutical products.
We have commenced preparation on the production of drug intermediates. Our strategy is to produce drug intermediates to reduce the imports of these products.
On the other hand, we have been increasingly considering forward integration
of Paracetamol in the future. All these will enable us to
cater to the growing demand for drug intermediates
and APIs in the end-user industries, particularly, the
pharmaceuticals industry
of Paracetamol in the future. All these will enable us to
cater to the growing demand for drug intermediates
and APIs in the end-user industries, particularly, the
pharmaceuticals industry
The backward integration at the Jhagadia plant helped the Company manufacture its raw materials in-house, enabling the Company to reduce the dependence on suppliers and giving it a great cost and time advantage, in addition to ensuring better
quality control.
quality control.
The Company has focussed on hydrogenation expansion,which has reduced its dependence on buying Ortho Nitro Anisole / Para Nitro Anisole from vendors. This expansion has enabled the Company to attain captive consumption of the afore
mentioned material for manufacturing Ortho Anisidine /Para Anisidine.
-Earlier, the Company used to generate solid waste containing 2,4,6 Trichloro phenol
(246TCP). With its sharp focus on sustainability, the Company introduced process to separate out 246TCP from the wastage,
-Earlier, the Company used to generate solid waste containing 2,4,6 Trichloro phenol
(246TCP). With its sharp focus on sustainability, the Company introduced process to separate out 246TCP from the wastage,
and scaled it to make it a saleable product, over the years. The Company has also focussed on implementing DistributionControl System (DCS) across all plants, empowering automation
and safety systems in the facilities. This is also expected to enhance the plant efficiencies.
and safety systems in the facilities. This is also expected to enhance the plant efficiencies.
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