Dr Prashant Mishra
Dr Prashant Mishra

@drprashantmish6

21 Tweets May 10, 2023
Which segment of flame Retardants-printed circuit boards which involve high purity grade of flame retardants applications. There are other commercial applications, for example, in your roofing
sheets, or even in your electric cables,where you don't require very high purity grade
and Tatva is in high purity grade segment
Using our electrolysis technology, we are seeing good progress towards achieving ultra-high
purity levels of products having application into semiconductors and electronic space. We
have been offered an opportunity by a large MNC customer to take us into approval process
Commercialization can take about 18 to 24 months after Once successful, we would be the only Indian company in this segment and also among the select few companies globally.
Our development team has come up with a unique and brilliant solution enabling us to reuse
the solvent. We have recently implemented this technique commercially in our Dahej SEZ
plant. This will enable us to reuse the solvent to the tune of few hundred MTPA.
- for sustainability platform, we have
drastically improved our audit score year on year basis from 54% to 78% last year and this
year we have achieved 87%.
Growth expectations- SDA flat,PTC segment to grow at a normal pace where we have been growing at about 20% in that area. The pharma segment where now the commercialization has begun on a full-scale commercialization this is the area where we may expect about 30%to 50% of growth.
Also, the electrolyte salt segment is where we will see a multifold growth maybe four to five times of this year's revenue is what we expect( Low Base) And then we have this addition of flame retardants which will be our new revenue.
Margins- They pass inflated RM price to customers but overall margins affected due to SDA muted growth which is a highest margin business.
MonoGlyme Business-demand for monoglyme could be anywhere in the range of 15,000 to 18,000 metric
tons Globally and TCPL can fulfill 3000 to 4000 metric tons of demand,Mono glyme they are developing dual dehydration process where RM demand will be low and margins will be better
MonoGlyme will be for EV- Solvent in EV battery prominently used is the dimethyl carbonate, but then with dimethyl carbonate they also add a
few other solvents. So monoglyme is one of those solvents used as a mix combination with
dimethyl carbonate or other solvents to dissolve
the electrolyte salts. So, this becomes the
part of the electrolyte solution within the Li battery.( MonoGlyme in pilot stage after that they will start commercial production )
Read how Glyme based EV battery can be safe ,low cost and sustainable .pubs.rsc.org
Tatva Chintan - expected bad results because of underperformance of SDA segment ( Semiconductor shortage)
Chintu- another poor performance by company .
Tatva Chintan-
-✍️During this quarter, we have successfully completed various projects which will have a positive impact in our performance going forward. Just to name a few:- Began re-using a large volume solvent at Dahej SEZ by deploying a latest technology.
This will ensure competitiveness & cost saving in few products.-
✍️Formulated plans to set-up this similar technology at our Ankleshwar plant.
✍️ Successfully completed plant scale trials of flame retardants.
✍️ Successfully supplied from pilot scale a new pharma intermediate to a new customer for validation. This product is expected to commercialize in 2024.- -Successfully completed pilot scale trial runs of a new product using continuous flow chemistry.
✍️This product is expected to be commercialized by 2024.- Successfully completed lab scale development of a very important starting material for agro chemical intermediate
Tatva chintan - capex at Dahej SEZ is completed , trial runs are underway .
Glymes by Tatva Chintan

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