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Vinati Organics: Indian Company with 
https://abs.twimg.com/emoji/v2/... draggable="false" alt="6⃣" title="Tastenkappe Ziffer 6" aria-label="Emoji: Tastenkappe Ziffer 6">https://abs.twimg.com/emoji/v2/... draggable="false" alt="5⃣" title="Tastenkappe Ziffer 5" aria-label="Emoji: Tastenkappe Ziffer 5">% global Market Share! The Unknown Monopolyhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="❓" title="Rotes Fragezeichen-Symbol" aria-label="Emoji: Rotes Fragezeichen-Symbol"> A threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🧵" title="Thread" aria-label="Emoji: Thread">(1/14)
#investwithticker #StockMarket #stock
#investwithticker #StockMarket #stock
It is a chemical company which manufactures IBB (Isobutyl Benzene) which is the keyhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🗝️" title="Alter Schlüssel" aria-label="Emoji: Alter Schlüssel">raw material for Ibuprofen (painkillers)
With 65% global market share it is the No.1 manufacturer if IBB of the world.https://abs.twimg.com/emoji/v2/... draggable="false" alt="🌍" title="Europa-Afrika auf dem Globus" aria-label="Emoji: Europa-Afrika auf dem Globus">
(2/14)
With 65% global market share it is the No.1 manufacturer if IBB of the world.
(2/14)
Survival of the Fittesthttps://abs.twimg.com/emoji/v2/... draggable="false" alt="💪" title="Angespannter Bizeps" aria-label="Emoji: Angespannter Bizeps">: It became the lowest cost manufacturer of IBB in the world due to geographical advantage and technology.
The difference of cost of production of its peers was so huge that its competitors had to quit the market.
(3/14)
The difference of cost of production of its peers was so huge that its competitors had to quit the market.
(3/14)
Due to this the company not only gained a significant market share and almost a Monopoly statushttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🥇" title="Goldmedaille" aria-label="Emoji: Goldmedaille">in the global market but also increased profitability of business.
15% of revenues comes from this segment.
(4/14)
15% of revenues comes from this segment.
(4/14)
It is the No.1 manufacturer of ATBS (special chemical) https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">which is known for its purity.
It became the lowest cost manufacturer of ATBS of the world and currently has 65% global market share.
60% rev. is from this segment.
(5/14)
It became the lowest cost manufacturer of ATBS of the world and currently has 65% global market share.
60% rev. is from this segment.
(5/14)
IB(Iso-butylene): This chemicalhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🧪" title="Test tube" aria-label="Emoji: Test tube">is an ingredient to manufacture ATBS.
Entering this segment was a step in backward integration to reduce COP of ATBS and get rid of dependence from China to source raw materials.
This further increased margins.
(6/14)
Entering this segment was a step in backward integration to reduce COP of ATBS and get rid of dependence from China to source raw materials.
This further increased margins.
(6/14)
Overall https://abs.twimg.com/emoji/v2/... draggable="false" alt="7⃣" title="Tastenkappe Ziffer 7" aria-label="Emoji: Tastenkappe Ziffer 7">https://abs.twimg.com/emoji/v2/... draggable="false" alt="5⃣" title="Tastenkappe Ziffer 5" aria-label="Emoji: Tastenkappe Ziffer 5">% of revenue comes from exports indicating strong international presence.
Unlike its peers the company does not rely on China for raw materials which makes it a price dictatorhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="😎" title="Lächelndes Gesicht mit Sonnenbrille" aria-label="Emoji: Lächelndes Gesicht mit Sonnenbrille"> rather than price taker.
Instead it competes with China & Europehttps://abs.twimg.com/emoji/v2/... draggable="false" alt="🇨🇳" title="Flagge von China" aria-label="Emoji: Flagge von China">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🇪🇺" title="Flagge der Europäischen Union" aria-label="Emoji: Flagge der Europäischen Union">
(7/14)
Unlike its peers the company does not rely on China for raw materials which makes it a price dictator
Instead it competes with China & Europe
(7/14)
(8/14)
It has launched 10 new products in the last 5 years which now takes the total portfolio count to https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">https://abs.twimg.com/emoji/v2/... draggable="false" alt="0⃣" title="Tastenkappe Ziffer 0" aria-label="Emoji: Tastenkappe Ziffer 0">
65% of revenue comes from clients associated with the company for the long term.
#investwithticker #stock
(9/14)
65% of revenue comes from clients associated with the company for the long term.
#investwithticker #stock
(9/14)
Intellectual Capital :
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">Highest purity standard achieved by ATBS product
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">99.7% purity standard of IBB product
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">99.85% purity standard of IB product
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">99.97% purity standard of HP-MTBE product
(10/14)
#investment #finance #investwithticker
(10/14)
#investment #finance #investwithticker
Future Prospects: https://abs.twimg.com/emoji/v2/... draggable="false" alt="⏳" title="Sanduhr mit fließendem Sand" aria-label="Emoji: Sanduhr mit fließendem Sand">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">Company consistently incurs huge R&D exp. to enter new areas.
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">Production of Paracetamol - testing phase
https://abs.twimg.com/emoji/v2/... draggable="false" alt="▶️" title="Nach rechts zeigendes Dreieck" aria-label="Emoji: Nach rechts zeigendes Dreieck">Increasing CAPEX to increase manufacturing capacity of existing products and further achieve economies of scale
(11/14)
(11/14)
Red Flags: https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚩" title="Dreieckige Fahne an einem Pfosten" aria-label="Emoji: Dreieckige Fahne an einem Pfosten">
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚩" title="Dreieckige Fahne an einem Pfosten" aria-label="Emoji: Dreieckige Fahne an einem Pfosten">Concentration risk on Top Clients.
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚩" title="Dreieckige Fahne an einem Pfosten" aria-label="Emoji: Dreieckige Fahne an einem Pfosten">Tremendous growth in industry is unlikely
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🚩" title="Dreieckige Fahne an einem Pfosten" aria-label="Emoji: Dreieckige Fahne an einem Pfosten">Deals in niche business segments only.
(13/14)
#chemical
(13/14)
#chemical
