Let's recap AR of #DMCC
1⃣Specialty Segment:
"50Cr Investment made in this segment to yield asset turns of more than 2x and hope to achieve optimum utilization by end of FY23"
Keyword: End of FY23
@harindersnanda @soicfinance @vinaynagori5 @ishmohit1 @jeevanpatwa @unseenvalue
1⃣Specialty Segment:
"50Cr Investment made in this segment to yield asset turns of more than 2x and hope to achieve optimum utilization by end of FY23"
Keyword: End of FY23
@harindersnanda @soicfinance @vinaynagori5 @ishmohit1 @jeevanpatwa @unseenvalue
2⃣ Bulk Chemicals:
"This shall be the last capacity expansion in this segment for the foreseeable future. Expecting to reach optimum capacity utilization for our bulk chemicals plant in less than six months."
Key word : Less than 6 months
"This shall be the last capacity expansion in this segment for the foreseeable future. Expecting to reach optimum capacity utilization for our bulk chemicals plant in less than six months."
Key word : Less than 6 months
3⃣ Incremental Capex :
We plan to deploy incremental capital only towards specialty and downstream products after completion of the ongoing capex.
Keyword : Down stream products
We plan to deploy incremental capital only towards specialty and downstream products after completion of the ongoing capex.
Keyword : Down stream products
4⃣ Changing Product Mix :
For new products, we have set a filtering criteria where margins must be >30% and payback period less than three years.
Keyword : More than 30% Margins
For new products, we have set a filtering criteria where margins must be >30% and payback period less than three years.
Keyword : More than 30% Margins
Now Capex being done, I expect very good growth in FY23
Below is Revenue potential for New capex
1) Specialty Segment : 100 Crores
2) Bulk Chemicals : 70 Crores
Total 170 Crores of Incremental revenue by FY23
I expect profits to double in FY23.
Keyword : Double Profits
Below is Revenue potential for New capex
1) Specialty Segment : 100 Crores
2) Bulk Chemicals : 70 Crores
Total 170 Crores of Incremental revenue by FY23
I expect profits to double in FY23.
Keyword : Double Profits
DMCC is small cap company with good corporate governance similar to Large cap.
It is more that 100 year old company with conservative management.
Disclaimer : Invested and Biased.
It is more that 100 year old company with conservative management.
Disclaimer : Invested and Biased.
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