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Showing posts with the label Maharashtra

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

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