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Showing posts with the label Indian

Understanding Business of Avanti Feeds Ltd.

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The company is in aquaculture business with operation focusing on 2 vertical industries - 1.  Shrimp Feeds (78%) 2.  Shrimp Processing & Export (22%) Shrimp Feed Industry "Shrimp feed is produced in order to meet the nutritional requirements of farmed shrimps. It helps in maintaining the required levels of essential amino acids, vitamins, minerals, fatty acids and other important nutrients. Some of the common ingredients used in shrimp feed include fish and squid meal, lecithin, fish oil, cereal flour and other essential and propriety additives. The use of good quality feed helps in improving the shrimp production, profits, and minimizing the environmental pollution generated from shrimp farming." Indian Shrimp Feed Market Processed Shrimp Industry "Fully grown shrimps are transferred to processing plants for primary processing which involves slicing of shrimp heads and washing. Then undergoes sorting process based on commercially accepted sizes and weights before ha

Understanding the business of Godrej Agrovet Ltd

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The company is in diversified agri-business with operation focusing on five verticals - Animal Feed  Crop Protection Palm Oil / Edible Oil Dairy &  Poultry Processed Food Animal Feed Industry "India  currently represents one of the fastest growing animal feed markets in the world. The increasing demand for animal protein and dairy products has resulted in a growing livestock population in  India , which in turn has increased the demand for animal feed. Currently the poultry, aqua and dairy industry accounts for the major share of the Indian animal feed industry. Modern animal feed products are manufactured by carefully selecting and blending ingredients to impart highly nutritional diets that both increase the quality of its end products such as meat, milk, eggs and at the same time maintain the health of the animal." Indian Animal Feed (Poultry, Cattle, Aqua) Market Report 2019 Crop Protection Industry " The importance of pesticides for agriculture is enormous becau

Is "IPCA Laboratories Limited" a long term investment?

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Ipca is among India's top 20 pharmaceutical companies and is in the business of producing & marketing of  (a)  Active pharmaceutical ingredients (API) (b) Drug Intermediates (c) Formulations The company produces more than 150 formulations that include oral liquids, tablets, dry powders, and capsules and  its business in India focuses mainly on therapeutic segments like  Cardiovascular, Anti-diabetic, Pain management, Anti-malarial, Anti-bacterial, Anthelmintics, Central nervous system product, Gastrointestinal products, Cough preparations etc.  What is the difference between terms like API, Bulk drugs, Intermediates, Finished Dosage, and Formulations that are common jargons in the Pharmaceutical Industry? API  – Active Pharmaceutical Ingredient – is the basic drug itself with the desired medicinal (pharmaceutical) properties. Also referred to as Bulk Drugs. Intermediates  – Most chemical reactions are stepwise, that is they take more than one elementary step to complete. An API

Cadila Healthcare Limited

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Cadila Healthcare is one of the leading, innovation driven pharmaceutical companies in India and is in the business of -  Research & Development of New Chemical Entities (NCE) Manufacturing, marketing and selling of finished dosage human formulations Generics /  Branded Generics Specialty Formulations Biosimilars Vaccines Active pharmaceutical ingredients (APIs)  Animal healthcare products Consumer wellness products via its subsidiary  Zydus Wellness Limited New Chemical Entities (NCE) New Chemical Entity (NCE) research is characterized by large expenditures, long timelines especially in the late phases of clinical trials, increasingly stringent regulatory environment and the commercialization related uncertainties. The company is working on cutting edge technologies in different scientific disciplines to discover novel therapeutic agents. It has the capabilities to conduct drug discovery and development from concept to Investigational New Drug (IND) enabling pre-clinical and clini

Zydus Wellness Limited (ZWL)

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Zydus Wellness is a strong and emerging player in the health and wellness space in India and promoted by Cadila Healthcare Limited (hold 63.55% of shares).  The Company has a wide range of health and wellness products and includes popular brands like Glucon-D, Complan, Sugar Free, Everyuth, Nycil & Nutralite.   Glucon-D has maintained its number one position with a market share of 59.0% Complan has a market share of 5.4% Sugar Free – India’s largest selling low calorie sweetener and has maintained its number one position The Peel Off segment of Everyuth, maintained its number one position with a market share of 77.9% In the Scrub segment, Everyuth maintained its number one position with a market share of 32.5% In the Prickly heat powder category, Nycil maintained its number one position with a market share of 34.4% Moving ahead, the focus is on building the image of Nutralite around its taste and health credentials with more innovations waiting in the pipeline. Health & wellnes

Vinati Organics Limited (VOL)

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Incorporated in 1989, VOL is one of India’s leading manufacturers and exporters of specialty organic intermediaries, monomers, and polymers. VOL is one of the world’s leading manufacturer of isobutyl benzene (IBB) and 2-Acrylamido 2- Methylpropane Sulfonic Acid (ATBS) and have market share of 65%. Manufacturing processes of these specialty chemicals are not easy to replicate and same acts as entry barrier for new entrants (moat). IBB finds application in manufacturing of Ibuprofen (a non-steroidal anti-inflammatory drug) while ATBS is a specialty monomer which finds multiple applications in operations, such as industrial water treatment, oil field recovery, construction chemicals, hydrogels for medical applications, personal care products, emulsion polymers, detergents, textile print pastes, adhesives and sealants, thickeners and paper coatings.   Products portfolio of VOL are -  Specialty  Monomers:   Act like building blocks, useful in designing unique polymer structures. They contai