So, As Per Promise We are HERE with Our New SHORT TERM STOCK.🔥
Our Selection Criteria for Short Term Stocks.🧑💻
1. Daily/Weekly Average Volume More than 5-10 Lakh+
2. Masses , Can Easily Enter/Exit ( No Major Price Impact Despite if someone is Recommending the Counter ) ✅
Our Selection Criteria for Short Term Stocks.🧑💻
1. Daily/Weekly Average Volume More than 5-10 Lakh+
2. Masses , Can Easily Enter/Exit ( No Major Price Impact Despite if someone is Recommending the Counter ) ✅
3. Current Quarter Results Must be Strong 💪
4. And there Must be Earning Visibility for Atleast Next 2+ Quarters. 💪
5. Strong Fundamentals 💪
6. Strong Technicals too (Which is Very Important), As Sometimes in Short Term Fundamentals can't Play all the Roles, Which is required
4. And there Must be Earning Visibility for Atleast Next 2+ Quarters. 💪
5. Strong Fundamentals 💪
6. Strong Technicals too (Which is Very Important), As Sometimes in Short Term Fundamentals can't Play all the Roles, Which is required
for Any Stock to Run. 💪
So, Now In this Category (Short Term Holding Category Stocks , Holding Atleast Minimum to Minimum 2+ Months .
Firstly We are choosing this DEEPAK FERTILISERS
#DEEPAKFERT And Here is the Full Thread About DEEPAK FERTILISERS 🎆
So, Now In this Category (Short Term Holding Category Stocks , Holding Atleast Minimum to Minimum 2+ Months .
Firstly We are choosing this DEEPAK FERTILISERS
#DEEPAKFERT And Here is the Full Thread About DEEPAK FERTILISERS 🎆
Deepak Fertilisers and Petrochemicals Corporation Limited (DFPCL) is one of the largest manufacturers of chemicals in India. It manufactures Technical Ammonium Nitrate (mining chemicals), Industrial Chemicals and Crop Nutrition. The products of the company have uses in Explosives
, Mining, Infrastructure and Healthcare. The company was set up in 1979.
Market Position
•2nd largest manufacturer of Nitric Acid in South East Asia and the largest in India.
•Leading manufacturer and marketer of Isopropyl Alcohol (market share of 65% )
Market Position
•2nd largest manufacturer of Nitric Acid in South East Asia and the largest in India.
•Leading manufacturer and marketer of Isopropyl Alcohol (market share of 65% )
Only producer of the merchant Isopropyl Alcohol in India
•Only manufacturer of NP prill 24:24:0 fertiliser and TAN solids in India.
•Largest manufacturer of Bentonite Sulphur in India.
•Market leader in speciality and water soluble fertilisers in India.
•Only manufacturer of NP prill 24:24:0 fertiliser and TAN solids in India.
•Largest manufacturer of Bentonite Sulphur in India.
•Market leader in speciality and water soluble fertilisers in India.
Business Segments
1. Industrial Chemicals
A. Isopropyl Alcohol
B. Nitric Acid
C. Methanol
2. Technical Ammonium Nitrate (TAN) (25% of revenue in FY20 vs 19% in FY19): Coal Production alone accounts for about 67% of current TAN demand
1. Industrial Chemicals
A. Isopropyl Alcohol
B. Nitric Acid
C. Methanol
2. Technical Ammonium Nitrate (TAN) (25% of revenue in FY20 vs 19% in FY19): Coal Production alone accounts for about 67% of current TAN demand
A. Low Density Porous Prill Ammonium Nitrate
B. High Density Uncoated Prill Ammonium Nitrate
C. Medical Grade Uncoated Prill
D. Ammonium Nitrate Solution
3. Crop Nutrition Business , Nitro Phosphate Fertiliser, NPK Fertiliser and Bentonite Sulphur.
B. High Density Uncoated Prill Ammonium Nitrate
C. Medical Grade Uncoated Prill
D. Ammonium Nitrate Solution
3. Crop Nutrition Business , Nitro Phosphate Fertiliser, NPK Fertiliser and Bentonite Sulphur.
Market Share
The Company is a market leader in Nitric Acid with a 71% market share in the Concentrated Nitric Acid (CNA) segment and 30% market share in the Dilute Nitric Acid (DNA) segment.
The Company is a market leader in NP and NPK market in Maharashtra with a market share
The Company is a market leader in Nitric Acid with a 71% market share in the Concentrated Nitric Acid (CNA) segment and 30% market share in the Dilute Nitric Acid (DNA) segment.
The Company is a market leader in NP and NPK market in Maharashtra with a market share
of about 19%. The Company is targeting to attain a leadership position in Maharashtra; and aims to be among the top 3 players in select other states within the next three to five years.
Largest specialty Fertilizer Company in India with 20% market share in WSF, Foliar and
Largest specialty Fertilizer Company in India with 20% market share in WSF, Foliar and
Micronutrients and 34% market share in Bentonite Sulphur.
Key Clients
•Mining Chemicals:ACC, Ambuja Cement, etc.
•Industrial Chemicals: Aarti Industries, Cipla, Atul, etc
Key Clients
•Mining Chemicals:ACC, Ambuja Cement, etc.
•Industrial Chemicals: Aarti Industries, Cipla, Atul, etc
Capex
•Deepak Fertilisers and Petrochemicals plans to invest ₹1,475 crore in new ammonia manufacturing plant at Taloja in the outskirts of Mumbai.
•The plant is expected to be completed in the next two years i.e. by Mar 2024. The company has already raised ₹930 crore debt
•Deepak Fertilisers and Petrochemicals plans to invest ₹1,475 crore in new ammonia manufacturing plant at Taloja in the outskirts of Mumbai.
•The plant is expected to be completed in the next two years i.e. by Mar 2024. The company has already raised ₹930 crore debt
Operational Highlights
•Delivered a strong quarter; pricing of all products remained competitive on the back of strongdemand. Margins in all segments (i.e. HDAN, AN Melt and LDAN) improved despite adverseimpact of increasing Ammonia and Commodity costs.
•Delivered a strong quarter; pricing of all products remained competitive on the back of strongdemand. Margins in all segments (i.e. HDAN, AN Melt and LDAN) improved despite adverseimpact of increasing Ammonia and Commodity costs.
•TAN production volume in Q4 was impacted mainly due to ammonia shortage
•The Company has executed its first Total Cost of Ownership (TCO) project at a prestigiousInfrastructure project of India. The Company partnered with a leading Mining EducationalInstitution as a
•The Company has executed its first Total Cost of Ownership (TCO) project at a prestigiousInfrastructure project of India. The Company partnered with a leading Mining EducationalInstitution as a
‘Scientific Partner’ for execution of this project.
•The Company has also forward integrated into production and marketing of high energycartridge explosives which provide superior value as compared to the conventional explosivesto the end-consumers, along with best-in-class
•The Company has also forward integrated into production and marketing of high energycartridge explosives which provide superior value as compared to the conventional explosivesto the end-consumers, along with best-in-class
technical services to drive downstreamproductivity benefits for the end-consumers.
Outlook
•Coal India has set a target of 700 Million MT of Coal Production & 1634 Million Cu. Mt of OB Production in FY23 - which represents a growth of 12% & 19% respectively. Similarly,
Outlook
•Coal India has set a target of 700 Million MT of Coal Production & 1634 Million Cu. Mt of OB Production in FY23 - which represents a growth of 12% & 19% respectively. Similarly,
Cement & Steel Production is expected to grow at 7% YoY in FY23.
•These indicate a growing demand for explosives in the Mining & Infrastructure segments of the Indian economy, which is expected to benefit demand for TAN Products.
•
•These indicate a growing demand for explosives in the Mining & Infrastructure segments of the Indian economy, which is expected to benefit demand for TAN Products.
•
The Company’s focus in FY23 remains on the domestic market - tracking the market & customer demand in order to maximize volumes through competitive offerings. Focus is also to demonstrate and deliver value propositions of ANFO based explosives through our Technical Services.
NOW Major Questions : What's the Price Target : CMP : 649 : Despite All this Superb Nos. and Great Fundamentals, Stock has not Moved Much after It's Bumper Performance.
There is Many Reasons for this : Firstly For the Last 1-2 Months , Market been Very Volatile and
There is Many Reasons for this : Firstly For the Last 1-2 Months , Market been Very Volatile and
This is in 5% FILTER Band for the LAST Almost 4 odd Months, We were expecting this FILTER to changed in JUNE REVIEW : But this Did not Happen : Now we believe in NEXT REVIEW i.e. on 7th August, 2022 , It may Change from 5 to 20%
This DEEPAK FERTILISERS , has everything to move
This DEEPAK FERTILISERS , has everything to move
from here , But for the Time being It will move in VERY TIGHT Range : However, downside is Very Limited from here and have Huge Potential in Upside , But SL must be there i.e. 550
And Our Price Target is Atleast 900+ from here in NEXT 2-3 Months.
And Our Price Target is Atleast 900+ from here in NEXT 2-3 Months.
If you Like this Thread PLEASE do Retweet and Like
Important Disclosure : Our Clients are long there.
Thanks
Sanchi Arora
Bullish India
Important Disclosure : Our Clients are long there.
Thanks
Sanchi Arora
Bullish India
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