Here are my notes ✍️of Q3 FY22 Concall of #BlackRoseIndustries
A Thread 🧵
A Thread 🧵
- Out of their 32,000 MTPA Capex for Acrylamide Liquid 20,000 MTPA is for Merchant Sales
And other 12,000 MTPA is for Captive Requirement
And other 12,000 MTPA is for Captive Requirement
- Awaiting Clearance for their 3,600 MTPA Capex for Acrylamide Solid
- Subdued and Low Growth in this Quarter is due to the Covid 3rd Wave
- Subdued and Low Growth in this Quarter is due to the Covid 3rd Wave
- Revenue degrowth by 9% although EBITDA and PAT Margins Improved
- Company is almost a Debt Free Company Now
- Company is almost a Debt Free Company Now
- Revenue Break Up -
34% - Chemical Manufacturing
65% - Chemical Distribution
1% - Others
In this Quarter Revenue from Chemical Manufacturing has drastically increased which was 23-25% last Quarter
34% - Chemical Manufacturing
65% - Chemical Distribution
1% - Others
In this Quarter Revenue from Chemical Manufacturing has drastically increased which was 23-25% last Quarter
- Hexamine is one of the new product added in their Chemical Distribution Business
- Chemical Manufacturing Business saw a very good growth in revenue from 25 Cr in the previous Quarter to 31 Cr in this Quarter
- Chemical Manufacturing Business saw a very good growth in revenue from 25 Cr in the previous Quarter to 31 Cr in this Quarter
- Capacity Utilization Level is around 60% in Acrylamide Liquid & Polyacrylamide Liquid
- Acrylamide Solid & NMA to add in their revenue from Q4
- Acrylamide Solid & NMA to add in their revenue from Q4
- Acrylonitrile key raw material for acrylamide prices have touched low and company expects good realisation
- Demand for Acrylamide Liquid has remained Stable and company has gained market share in in Acrylamide Liquid
- Demand for Acrylamide Liquid has remained Stable and company has gained market share in in Acrylamide Liquid
Thats all from my side Guys
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