Fin Medium

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

Specialty chemicals comprise high-value, low-volume chemicals that are recognized for their performance-enhancing end-use applications across several verticals. These chemical products are sold based on specific requirements, rather than on their composition, driving a higher degree of value addition across the final products. Typically, specialty chemicals find significant usage in agrochemicals, automobiles, aviation, personal care products, polymer additives, water chemicals, textiles, construction chemicals, surfactants, flavours and fragrances, and dyes and pigments. The global chemicals market stood at about $3.7 trillion in 2017 comprising basic chemicals, industrial gases, petrochemicals, polymers and specialty chemicals. Agrochemicals dominated the specialty chemicals revenue pie, accounting for 21% in 2017, with increasing applications in fertilizers, herbicides, insecticides and pesticides. The polymers and plastic additives segments comprised the second-largest revenue shar

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

Colgate-Palmolive (India)  is strongly focused in the Personal Care business which includes Oral Care. The Oral Care business accounts for over 90 per cent of the Company’s sales turnover.  It is having moat of market share with > 55% in oral care business. The product range sold by the company in oral care (hygiene) are - Toothpaste - Pastes, Gels, Powders, Polishes Toothbrushes & accessories - Manual, Electric, Battery powered, Replacement toothbrush heads Mouthwashes / Rinses - non medicated, medicated Dental accessories / ancillaries - Dental flosses, breath freshners, cosmetic dental whitening products, dental water jets Dental products like fixatives Dental prosthesis cleaning solution Brief History:  In 1806, devout Baptist English immigrant soap and candle maker William Colgate established a starch, soap, and candle factory on Dutch Street in New York City under the name William Colgate & Company.   In 1896, the company sold the first toothpaste in a tube, named Colg

Malcolm McLean's idea of containerization changed the basics of cargo transport by standardizing the dimensions of the container and simultaneously improving the productivity of ports by mechanizing handling of container-carrying  'cellular'  ships and reducing their handling to a few hours only. Unitisation helped elimination of multiple handling of cargo and made transfers quick, cheap and easy. As containerization came to stand for  'cargo care' , it grew by leaps and bounds the world over.   CONCOR is a public sector enterprise under the Government of India and was the sole container freight subsidiary of Indian Railways, however divestment is in progress.  Now the  government has allowed private operators to run containers trains across India.  Currently  CONCOR is India’s largest railway container freight operator.   In addition to providing inland transport by rail for containers, it has also expanded to cover management of Ports, air cargo complexes and esta

NMDC is an Indian public sector company and is engaged in mining of iron ore, which is crucial for the steel industry and is the single largest producer of iron ore in India.  The company is considered to be one of the low-cost producers of iron ore in the world, at an average of 64% Fe, it sells one of the best grade Iron ore globally.  Top 5 iron ore producer countries are Australia, Brazil, China, India & Russia. It also operates the only merchandised diamond mine in India at Panna, MP. The company is diversifying into steel making & coal production. Other than iron ore, the company also has extensive experience in the exploration of a variety of minerals like copper, rock phosphate, limestone, dolomite, gypsum, bentonite, magnesite, diamond, tin, tungsten, graphite, beach sands etc. Key growth drivers / opportunities for NMDC in the longer term are -  India's growth & net trade position; the interaction between scrap and hot metal and the transition towards low carb

UPL (post acquisition of Arysta) is the 5th largest agrochemical company and 4th largest seed manufacturer in the world with a considerable presence across major markets such as the USA, Europe, Latin America and India. In line with the global trend witnessed among the agrochemical players, UPL now has a product line to cater to a large part of the agriculture value chain. It has diversified its portfolio across fungicides, herbicides, insecticides, plant growth regulators, rodenticides, specialty chemicals, nutri-feeds, seeds and seed treatment products, post harvest solutions and industrial chemicals. Post Arysta acquisition, UPL has access to its portfolio of bio solutions and seed treatment products, which have further diversified its product line and provided more coverage in the agriculture value chain. The company is in business of creating sustainable and robust food systems that can withstand the perils of climate change or any other crisis, enabling farmers across geographies