The Tycoon Mindset
The Tycoon Mindset

@tycoonmindset05

9 Tweets 4 reads Dec 07, 2022
Agro Chemicals sector: Techno Funda Analysis
We have divided all the Agro Chemical cos. on Techno funda method(more than 300 cr market cap) on the basis of current quarterly results
Here is the Potential multi-bagger watchlist of cos. to be watched out for
1) Dhanuka Agritech
- Co. posted outstanding results in Sep quarter with ATH sales & profits
- Share has been in range since last 2 quarters due to less sales growth
- However, share is a bit undervalued & so we can expect some good rally if improved results in this quarter
2) P I Industries
- Co. gave really good growth in Sep results with ATH sales & profits
- Share price is in an uptrend and is near its ATH
- New entrants will have an inherent risk with a deeper stop loss as share has rallied a lot
3) NACL Industries
- There is seasonality in sales with highest sales coming in Sep quarters. Co. posted ATH sales & profits compared to previous Sep
- Share is in uptrend after results & is nearing to break its ATH
- There will be risk for new entrants as share has rallied
4) UPL Ltd (Dark Horse)
- There is seasonality in sales & co. posts highest sales in March quarters. Co. posted ATH sales in Sep compared to other quarters excluding March but profits are not ATH
- Share is in uptrend & is near its ATH
- There is inherent risk for new entries
5) Rallis India (Dark Horse)
- There is seasonality in OPM & sales with highest OPM in June quarters & highest sales in Sep.
- Co. posted ATH sales compared to other Sep quarter but profits arenโ€™t ATH
- Share can reach its ATH if co. posts ATH sales & profits in Dec quarter
6) Bayer Corp.
- Co. gives good results in June and Sep quarters.
- However, sales and profits have been a bit muted in the Sep results
- But the share price is a bit undervalued and can rally a bit if ATH results in the next quarter
Agro Chemicals companies above 300 crore market cap. divided in 5 different categories on the basis of techno funda analysis
1. ATH Sales, Profit, Share price
2. ATH Sales and price but not profit
3. Dark horse (can rally if results good)
4. Only Sales ATH
5.ย Noย ATHย anywhere
In our Main PF, we hold
- NACL Industries
And,
1) Dhanuka Agritech
2) UPL Ltd
Are in our Watchlist
Entry and exit have and will be informed in our telegram group
T.me

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