Five companies where margins have fallen for many reasons and could potential revert a some stage.
It could take 2 qtrs or 2 years and hence don't jump!
But definitely worth studying to see if there is value
These are not recommendations, sharing for study purposes
1/6
It could take 2 qtrs or 2 years and hence don't jump!
But definitely worth studying to see if there is value
These are not recommendations, sharing for study purposes
1/6
Chemplast Sanmar: Specialty Paste PVC resin & Caustic Soda
Name to fame: One of the top manufacturers in Specialty paste PVC & Caustic soda in India
Latest Quarter OPM: 8%
General range of Quarterly OPM: 14% to 24%
Reason for the fall: Price collapse of PVC & inventory
2/6
Name to fame: One of the top manufacturers in Specialty paste PVC & Caustic soda in India
Latest Quarter OPM: 8%
General range of Quarterly OPM: 14% to 24%
Reason for the fall: Price collapse of PVC & inventory
2/6
IOL Chemicals & Pharma: APIs & Specialty chemicals
Name to fame: Largest player of Ibuprofen globally
Latest Quarter OPM: 6%
General range of Quarterly OPM: 10% to 14%
Reason for the fall: Fall in Ibuprofen prices and high cost of acetic acid (key raw material)
3/6
Name to fame: Largest player of Ibuprofen globally
Latest Quarter OPM: 6%
General range of Quarterly OPM: 10% to 14%
Reason for the fall: Fall in Ibuprofen prices and high cost of acetic acid (key raw material)
3/6
Kopran: APIs and Formulations
Name to fame: One of the leaders in Atenolol & one of the major players in Sterile Carbapenems.
Latest Quarter OPM: 8.67%
General range of Quarterly OPM: 10% to 14%
Reason for the fall: Muted demand, inventory losses & increased expenses
4/6
Name to fame: One of the leaders in Atenolol & one of the major players in Sterile Carbapenems.
Latest Quarter OPM: 8.67%
General range of Quarterly OPM: 10% to 14%
Reason for the fall: Muted demand, inventory losses & increased expenses
4/6
Ultramarine & Pigments: Manufacturer of Pigments and Surfactants
Name to fame: Nothing really!
Latest Quarter OPM: 17%
General range of Quarterly OPM: 17% to 25%
Reason for the fall: Muted demand and increased RM prices
5/6
Name to fame: Nothing really!
Latest Quarter OPM: 17%
General range of Quarterly OPM: 17% to 25%
Reason for the fall: Muted demand and increased RM prices
5/6
Sudarshan Chemical Industries: Manufacturer of Pigments
Name to fame: It's the 3rd largest pigment producer globally
Latest Quarter OPM: 8.11%
General range of Quarterly OPM: 11% to 14%
Reason for the fall: Muted demand and increased RM prices
6/6
Name to fame: It's the 3rd largest pigment producer globally
Latest Quarter OPM: 8.11%
General range of Quarterly OPM: 11% to 14%
Reason for the fall: Muted demand and increased RM prices
6/6
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