Saturday, March 26, 2022

Jubilant Ingrevia Ltd.

 


CMP = 472


Jubilant Ingrevia is a part of the Jubilant Bhartia Group, a diversified global conglomerate with global workforce of around 45,000 employees, founded by Mr. Shyam S. Bhartia and Mr. Hari S. Bhartia.  Jubilant Ingrevia is Innovative Solutions provider serving, Pharmaceutical, Nutrition, Agrochemical, Consumer and Industrial customers with customised products and solutions that are innovative, cost-effective and conforming to excellent quality standards.



Senior Leadership Messages on 1st Anniversary


https://www.jubilantingrevia.com/video/jil_lr3.mp4


https://www.jubilantingrevia.com/video/jil_lr2.mp4


https://www.jubilantingrevia.com/video/jil_lr4.mp4







Jubilant Ingrevia offers a broad portfolio of high-quality ingredients that find application in a wide range of industries. Jubilant Ingrevia’s portfolio also extends to custom research and manufacturing for pharmaceutical and agrochemical customers on an exclusive basis. Jubilant Ingrevia has presence across mainly three segments Speciality Chemicals (26% of revenue), Nutrition and Health Solutions (15%) and Life Science Chemicals (59%), with strong backward integration and a leading market position.




Jubilant Ingrevia has 61 plants at 5-sites in 3 states (UP, Maharashtra, Gujarat)  across India and a diversified end-consumer base (Pharma: 43%, Nutrition: 7%, Agro: 23%, Industrial: 26%). Company manufactures over 100 products and sells to 1,400 customers globally.  



Key Highlights


Multi-location Plant Advantage

Manufacturing for Global Markets with Global Scale Capacities

NABL Accredited QC Laboratories with Standard ISO/IEC 17025:2005 Certification

Edge to Operate in a Wide Arrays of Temperature / High-Pressure Range

Expertise in 35 Key Technology Platforms for Sustainable and Green Manufacturing

Compliance to REACH, FAMI-QS, KOSHER,  FSSC 22000 and other industry standards

Two of  largest life science chemical manufacturing plants, Gajraula & Bharuch units along with HO Noida are also certified under RC 14001:2015 based responsible care management system

Gajraula & Bharuch units are certified for ISO 50001 based Energy management system

All  Sites are certified for ISO 9001, 14001, 45001

Adopted latest technologies for environment treatment facilities.

Company has enough land bank for future expansions.



Industry Applications



Pharma


Jubilant Ingrevia has a strong portfolio of bulk and fine Ingredients that are used as intermediates in more than 280 APIs of various therapeutic segments. The company is 'partner of choice' to the top pharmaceutical customers.




Jubilant being fully backward integrated with most of these products provides cost-effective, reliable and long-term sustainable solutions to all its valuable customers.


Animal Nutrition


Jubilant Ingrevia is a leading provider of nutritional solutions for the Poultry, Dairy, Aqua farming & pet food industry. In feed vitamins, Jubilant Ingrevia has a dominant global standing being the 2nd largest producer of Vitamin B3 (Niacinamide and Niacin). Jubilant Ingrevia is also India’s largest producer of Vitamin B4 (Choline Chloride).




In-feed specialties and premixes, Jubilant Ingrevia offers a range of performance enhancement and disease prevention products for integrators, feed millers, and commercial farmers, thus helping them to continuously increase their returns on investments.


Human Nutrition


Jubilant Ingrevia is a leading supplier of a select range of vitamins, trace mineral complexes and food flavouring agents built on a strong integrated business model.

In vitamins, Jubilant Ingrevia has a dominant global standing being the 2nd largest producer of Vitamin B3 (Niacinamide and Niacin). It is extensively used in dietary food supplements, enrichment of breakfast cereals and flour, beverages and energy drinks, infant formulas, baking and confectionery.




Personal & Consumer Care


Jubilant Ingrevia has a niche portfolio of multi-purpose ingredients having broad-spectrum applications like anti-microbial action, skin barrier function, anti-aging and wrinkle reduction to name a few.

These are widely used in anti-aging and acne skin care creams, hair care- shampoos, conditioners and colouring treatments, Face and body moisturisers, toiletries, toothpaste and eye creams.



Other Industrial Uses


Jubilant Ingrevia has a broad range of intermediates used as reactants, solvents and catalysts - across several industries– electronic, paints and coatings, sealants, adhesives, packaging, textiles, grouts and patching compounds.



Investment Rationale



Jubilant will benefit from robust growth in specialty chemicals business and its focused initiatives to diversify from their nutrition business and move towards higher value added areas  like Pharma and cosmetic-grade vitamins. As the proportion of sales of speciality products rises over the next one year.  Three Multi-Purpose plants of Speciality Chemicals is expected to be in operation during the quarter July to September 2022. Company has planned capex outlay of ~Rs. 450 crores for following growth expansion. At peak capacity these investments are expected to generate additional annual revenue of ~Rs. 900 -1000 crores at prevailing prices. 




Jubilant has 60+ products in pipeline across its business segment for next 5 years. It includes 32 in Speciality Chemicals, 24 in Nutrition & Health Solutions and 7 in Life Science Chemicals.  Food Grade Acetic Acid plant is expected to be in operation during the quarter April to June 2022.


Jubilant Ingrevia  has forayed into Diketenes chemistry. Last month the company has started commercial production at new facility for Diketenes & value-added Diketene derivatives. It is one of the few global companies capable of handling large volume of ketene. India is importing around 40% Diketenes of total demand, which will help Ingrevia to capture higher market share with reduced pricing impact. At present Laxmi Organics is sole Indian manufacturer with 55% market share. 


Jubilant Ingrevia is the largest producer of Niacinamide. It has 19% global market share in Vitamin B3 and 60% domestic share in Vitamin B4 market. Going forward, the company plans to expand Vitamin B3 capacity by ~20% from current 13,000 MT/ Year and launch various value-added grades of Vitamin B3. It has envisaged an capex of Rs. 100 crores for the same over next 3 years. Agro Actives Phase-1 is expected to be in operation during the quarter Jan to March 2023.


The company globally # 1 in 14 Pyridine Derivatives  including Pyridine and Picolines (22% global market share), Gamma Picoline (30% global marketshare), Cyanopyridines (26% global market share), Lutidines (55% global market share), Cetyl Pyridinium Chloride (52% global market share). Globally among top-2 manufacturers of Acetic Anhydride and and largest manufacturer of bio-based Acetaldehyde. Leader in domestic market in Acetic Anhydride and Ethyl Acetate since last 4 decades. New Acetic Anhydride Plant is Expected to be in operation during the quarter Jan to March 2023.


In Speciality chemicals, the company serves 15 of top-20 global Pharma and 7 of top-10 global agrochemical companies. Company has 9% global market share in Life Science Ingredients and 10% domestic market share in speciality alcohol segment.


Contract development and manufacturing  (CDMO) portfolio provides customised solutions for the pharmaceutical and agrochemical industry. Strong synthetic, organic chemistry and manufacturing capabilities makes the company one-stop shop for CDMO services for global pharmaceutical and agrochemical customers. It is a ‘Partner of Choice’ in CDMO services with a strong pipeline catering to 420 clients globally and has a strong track record of building diversified scale and capacities across niche categories. New CDMO GMP Facility at Bharuch is expected to be in operation during the quarter July to Sept 2022.


The company enjoys a strong moat of being a lowest cost producer of Pyridine –Beta & all value added products globally. The company has a very diversified customer base (top-10 accounting for 20% sales). Company gets better pricing from smaller customers.





Jubilant Ingrevia is the lowest cost producer and fully backward integrated in its all verticals.  Expanding geography and adding value-added Vitamin B3 in Pharma, cosmetic etc. There is growing demand of speciality animal nutrition products. New world class multi-product facilities for pesticides and  company is moving up the value-chain from existing products to produce agro-active.


Jubilant Bhartiya Group has well proven successful track record and company has negligible debt.


Conclusion


Jubilant Ingrevia is scaling up in the existing products and new products launches across its verticals. It will enable the company  to double its revenue in next 2-3 years. The company has created strong moat with forward and backward integration of its all verticals. There are huge growth possibilities for the company on the back of strong demand environment, healthy market share, major capex programme, new additions of products and China+1 policy adopted by the companies worldwide. Recent market correction has given one of the best investment opportunity  at cmp Rs 472 for both short term and long term ( 1 year to 5 years ). It can be bought + / - 15% from cmp with 10-20 %  allocation.




453 comments:

  1. Thank You So Much Maaam for the New Stock.

    U had bought the shares of this company and sold them at a loss as it was falling continuously.

    What kind of potential do we see over a longer term.

    ReplyDelete
    Replies
    1. At present company has annual sales turnover around 4000 Crores and EPS around 35. You can imagine stock price if the turnover will cross 8000 crores with EPS of 100+ and it is going to happen within next 3-4 years. It will be in the same league of Aarti Industry, Deepak Nitrate and SRF.

      Delete
    2. Madam management is guiding 1000cr revenue increase from Capex then how you calculated increase of 4000cr,please specify.

      Delete
    3. The above 1000 Cr guidance is from 450 crore investment which are already completed or going to complete within few quarters, remaining revenue increase from future capex in next 2-4 years.

      Delete
  2. I already has some shares at 712. What should I do ? Shall I add more

    ReplyDelete
    Replies
    1. In last one year Jubilant Ingrevia has gone up very fast from 300 to 875 in very short period, recent correction has given once in life time opportunity to add below 500.You can add more to increase your allocation 10-20%.

      Delete
  3. Thank you Mam.
    what is the return likely to be for short and long terms?

    ReplyDelete
    Replies
    1. It is expected to give around 50% to 500% returns in short and long terms respectively.

      Delete
  4. Mam, can you please share sources of information to find out multibagger stocks like Jubilant?

    ReplyDelete
    Replies
    1. You can find out it through study of products, demand , application etc.

      Delete
  5. thank you so much..Company looks very promosing .will there be any impact of crude prices or commodity prices inncrease to this company ?

    ReplyDelete
    Replies
    1. The company is committed to environmental sustainability and supports green chemistry by prioritising the use of bio inputs in manufacturing. Jubilant is one of the world’s largest producers of Acetaldehyde from the bio route (Sugarcane molasses).

      Delete
  6. I am holding 100 shares of Jubilant Ingrevia on average price of Rs.767/-.It is continuously falling.Shall I buy more quantity at CMP.

    ReplyDelete
    Replies
    1. You have taken bold decision to buy it at Rs 767 now when it is trading at 472 and you are afraid to buy it. In fact it is time to buy in truck load.

      Delete
  7. Thank you for the best pick madam. I remember one of the blog member asked to enter Ingravia, your suggestion was we have industries for multi bag returns, now you are suggesting Ingravia. What triggered you to suggest Ingravia and does this have potential like industries to give multiple returns from CMP?

    ReplyDelete
    Replies
    1. 1) We monitor the company for 6 -12 months before investing.

      2) Yes I also remember the same comment that time Jubilant Ingrevia was flying like
      rocket and trading around Rs 700 and Jubilant Industry was trading below Rs 400.
      Now Market has given best opportunity to invest at much lower price.


      Jubilant Ingrevia has much bigger potential than Jubilant industry due its large
      scale operation. At present company has annual sales turnover around 4000 Crores
      and EPS around 35. You can imagine stock price if the turnover will cross 8000
      crores with EPS of 100+ and it is going to happen within next 3-4 years. It will
      be in the same league of Aarti Industry, Deepak Nitrate and SRF.

      Delete
  8. Mam, you are recommending to buy within + or - 15% range from recommended price of 472.
    Does that mean that we should avoid buying if the stock price falls by 16-17-20% from recommended price ?

    ReplyDelete
    Replies
    1. Yes in both cases you have to wait for stock price stabilisation.

      Delete
  9. Thanks ma'am for the recommendation.

    ReplyDelete
  10. Dear Mam,

    Thanks.
    DFPCL too will have more than 100 rs EPS in coming years, Can it also be in the league of Deepak nitrite, SRF and Aarti.

    Regards.

    ReplyDelete
    Replies
    1. Yes, it is very much possible in next 2-3 years

      Delete
    2. Dear Mam,

      When it cross 100 EPS for DFPCL, will share price will reach 1500 - 2000 RS ?

      Delete
  11. Thanks Mam, i am already holding this company. it a good selection.

    ReplyDelete
  12. Thank you for finding one more pick for us!

    Jubilant Industry is also from the Bhatia Group. You said in your previous comment that Jubilant Ingrevia has much bigger potential than Jubilant industry due its large scale operation. So I'm just wondering if it is advisable to switch from Jubilant industry to Jub Ingrevia?

    Thanks,

    ReplyDelete
    Replies
    1. Jubilant industry was suggested twice and it has given more than 300% return. Still if you have some free of cost shares than you can swap with Jubilant Ingrevia.

      Delete
  13. Thank you Madam for your insightful research and and selfless service in recommending the same to the blog members for multifold returns. My best wishes to you and your family. I will remember you in my prayer.

    ReplyDelete
  14. Thank you very much for the new recommendation along with detailed explanation and insight study of the company

    ReplyDelete
  15. Madam Iam holding 700 shares of Jubliant ingrevia since April 2021 @ 490 level .On seeing your detailed analysis about Ingrevia ,Iam boldly hold for long time .Thanks mam

    ReplyDelete
  16. Thank you Mam for the recommendation. It has reinforced my conviction as I am already holding at the suggested price

    ReplyDelete
  17. Thank you very much Madam, God bless you.

    ReplyDelete
  18. Dear madam,
    Reliance is going to enter Acetyl derivatives with huge capacities of Ethyl Acetate, Acetic Anhydride, etc. with a significant backward integration & forward Integration

    will this will be a threat to JI.?

    https://www.mrchub.com/news/362257-reliance-confirms-usd9.75-billion-investment-to-build-huge-oil-to-chemicals-complex-in-india

    ReplyDelete
    Replies
    1. There is no relation / competition between these companies.

      Reliance is focusing on polymers and plastic products based on petroleum input.

      Jubilant Ingrevia is in life science, nutrition and related speciality chemicals from green chemistry bio input.

      Delete
    2. Thank you very much for this new gem. Who are its competitors ?
      Laxmi organic is in same portfolio ?
      Is its any big capex is around to complete ?

      Delete
    3. Laxmi Organic is competitor only in life science chemical business of Jubilant Ingrevia. Laxmi Organic is the only manufacturer of diketene derivatives in India with a market share of approximately 55 %. About 40% remaining demand is serviced through imports from USA.

      Recently Jubilant Ingrevia has started commercial production of Diketene and its derivatives. Now Jubilant will replace the Diketene import and capture the growing demand because it is low cost producer of Ketene in the world.

      In fact now Laxmi Organic is going to face very tough challenge to save its existing market share.

      https://www.bseindia.com/xml-data/corpfiling/AttachLive/3059192d-70e1-436e-8cf5-68650445dc60.pdf

      Delete
  19. I am also holding 110 quantity@596.Initially it was 40@725.During the course added more and in the price mentioned.I am ready to hold it for the next 3 more yers.Can we add more?

    ReplyDelete
    Replies
    1. You can give 10-20 % allocation in your portfolio.

      Delete
  20. Good analysis, expecting this company to be a 20-25K market cap in next three years

    ReplyDelete
  21. Ma’am SNL is going down any specific reasons & also the volumes r too thin

    ReplyDelete
    Replies
    1. Yes there is specific reason because whole market corrected in last 2 months. Russia invaded Ukraine in February and attack is internationally considered a war of aggression. It has triggered Europe's largest refugee crisis (3.8 million Ukrainians) since World War II. There is healthy correction in almost every stock. For example Jubilant Ingrevia corrected from 605 to 421, Deepak Fertiliser corrected from 653 to 513. There is some correction in SNL and it is normal.

      Note-Investment in equities is subjected to significant risk, invest only if ready to face risk and have capacity to hold the stocks at-least for 2-3 years.

      Delete
    2. Thank you Madam, I had the same question since I got SNL positions late. I can hold for 2-3 Years.

      Delete
    3. Madam, Is it still recommended to buy ?

      Delete
  22. Dear Sir,
    It will be nice if you can suggest one insurance (life, health or nonlife) company for long term. Current market is giving decent opportunity. I want to sip one in my long term portfolio.

    Thanks.

    ReplyDelete
    Replies
    1. ok we will see if any good opportunity available in future

      Delete
  23. Mam I bought it at slight higher price @494/- is it ok.

    ReplyDelete
  24. Mam
    Does Ingrevias life science business is dependent on acitic acid prices..last few qtrs acetic acid prices were higher and so were anydrite and ethyl acetate and so they benefitted a lot from there inventory but now constantly prices of this products coming down so do you expect good results? Also i heard some chinese company which had stopped producing of acetic acid, ethyl acetate have now started production..so there will be competition from there also?

    ReplyDelete
    Replies
    1. It is one of the ingredient used as raw material and any price fluctuation is for all and it will be passed to customer.

      Delete
  25. Hi Rajeev sir, you inputs on market outlook, will it correct/ consolidate this year or will start moving, also how do you see the Russia and ukrain crises unfolding and it's impact on markets

    ReplyDelete
    Replies
    1. Your all statements are true on market outlook - it will correct , consolidate and it will start moving in this year.

      Delete
  26. Good morning mam... Any update for AddShop E-Retail stock... What happened to the stock... Going down consistently..

    ReplyDelete
    Replies
    1. The company for evaluating various fund-raising options for business purpose as may be permitted under applicable law, subject to regulatory/statutory approvals.

      https://www.bseindia.com/xml-data/corpfiling/AttachHis/7a7fcb0b-02f5-4a8f-96bd-d844ea98cb11.pdf

      Delete
  27. Madam jubiliant ingrevia vs deepak fertilizer which one gives good return within 2 years can we expect 100 percent return with in 2 years for both

    ReplyDelete
    Replies
    1. No comparison in both companies, Deepak fertiliser has already given 500% return. We are looking 100% return Jubilant Ingrevia in next 3 years.

      Delete
  28. Hello Mam,
    I do not have fund to invest in upcoming stocks. Most of the stocks in my portfolio are FOC stocks but there are some non performing stocks Pennar, TPL and KCP still holding. Please advice. Thanks

    ReplyDelete
    Replies
    1. If any non-performing stock unable to give at least 100% return in 3 years than we must take the decision to sell it and reinvest it again in some other stocks.

      Delete
    2. Simple suggestion to be remembered forever... God bless you for this golden suggestion

      Delete
  29. I think ASRL Board Meet on Apr 9 to increase share holding (rights? Bonus?).

    ReplyDelete
    Replies
    1. The company for evaluating various fund-raising options for business purpose as may be permitted under applicable law, subject to regulatory/statutory approvals.

      https://www.bseindia.com/xml-data/corpfiling/AttachHis/7a7fcb0b-02f5-4a8f-96bd-d844ea98cb11.pdf

      Delete
  30. Dear Mam,

    When it cross 100 EPS for DFPCL, will share price will reach 1500 - 2000 RS ?

    ReplyDelete
  31. Dear mam
    Do you think this qtr result will be good because this qtr global prices of ethyl acetate and anydrite is very low that means the excess price which company was getting last 2 qtrs will be reduced and eps can fall this qtr and going forward what range do you expect prices of this 2 products since from this 2 products company have maximum revenue

    ReplyDelete
    Replies
    1. Yes, your all above expectations are true.

      We generally avoid microscopic monitoring of raw material prices because we invested in good business at right price and at right time. We will review the results on yearly basis.

      We are also looking peace of mind along with good return in 2-3 years.

      Delete
  32. Ma’am as you have already suggested 2 picks in quick succession I hope the next stock reco will have a good time gap,so that we can see some upside in these 2 plus other cos recommended..Thanks

    ReplyDelete
    Replies
    1. Yes there will be 3 stocks in the first half of the year and 3 in the second half of the year.

      Delete
  33. Hi Mam, Thank you for providing your valuable insights. Your view on Cosmo films and Sonacom pls..

    ReplyDelete
  34. God bless you forever...
    Take care and enjoy your time

    ReplyDelete
  35. have booked 50% profit in raymonds at 100%. thanks mam!

    ReplyDelete
  36. Dear Madam,
    Raymond has done exceedingly well. Thank You.

    Does it have more potential? Or we can slowly and gradually exit from it or free of cost can be held for long period.

    ReplyDelete
    Replies
    1. Still lot of potential, you can continue to hold free of cost shares for long-term.

      Delete
  37. Your views on Par drugs and chemicals,
    Cybertech systems and software Ltd etc..

    ReplyDelete
  38. Hi maam, i had a question regarding captial gain tax, i wanted to know how to reduce your long and short term taxes on stocks sold, apart from booking losses from loss making stocks before 31st march and reentering in it.pls advice.

    ReplyDelete
    Replies
    1. Buy and selling of stocks should not be done with intention to save the tax. It will cost more brokerage.

      Intention should be on earning higher profit and paying higher taxes.

      Delete
    2. Perfect... Need concentration to earn more rather than how to reduce taxes

      Delete
  39. Hi Madam,

    Thanks for this recommendation.

    You said that Jubilant Ingrevia EPS will be 100+ in 3 to 4 years. In this case, net profit needs to be 1600 Cr. Do you think this net profit is possible from current level net profit around 500 Cr?

    Thanks
    Raja Subramani

    ReplyDelete
  40. Fortunate enough *with your blessings* to make Raymond foc and buy jubilant ingrevia...

    Coincidentally, buying price of Raymond was 470 and today buying price of ingrevia is also 470...

    Hope ingrevia will give similar return as that of Raymond in next 3 years.

    ReplyDelete
    Replies
    1. Yes we expect even better return from Jubilant Ingrevia

      Delete
  41. bought 500 SNL @ 300rs. Looks like bought at high? should i average it out?

    ReplyDelete
    Replies
    1. You have bought at good price. If allocation is below 10% than only buy some more otherwise need to keep as it is.

      Delete
  42. i got this at 485. Why is there heavy selling even at this low level. Stock has fallen from 850-450 and selling continues unabated. Why would they depress the price so much. Your thoughts please

    ReplyDelete
    Replies
    1. There is heavy buying with minor price correction. It is great investment opportunity at lower level. Earlier FIIs holding was 24% now it is below 12%, retail investors have absorbed it well. Now there will not be much correction.

      Delete
  43. I have 2 questions regarding the latest recommendations.
    1) can we expect stock split/ bonus shares in SNL as the volumes are very low,which is hampering it’s upside movement besides the issue of war..…I have average price of 295/-.
    2) in case jubilant ingrevia what’s ur advice regarding its fall..means how much more we should wait for the price action to stabilize or at what price should we increase the quantity….I have just 1200@281/-..I want to increase my allocation Atleast 6-7 times more..your advise as usual is appreciated. Thanks

    ReplyDelete
    Replies
    1. 1) It is too early to expect split/ bonus at low price

      2) You can buy within +/- 15% from suggested price.

      Delete
  44. Madam, Is it advisable to invest Add-Shop E-Retail at the CMP?

    ReplyDelete
  45. Hi mam, is it advisable to buy Jubilant Pharmova at current CMP?

    ReplyDelete
    Replies
    1. Better to read the above post again and again before making investment decision.

      Delete
    2. Dear friend, Jubilant ingrevia is suggested stock by mam...

      Delete
    3. Respected Madam,Is Technology adopted by Jub.Ingrevia is latest..?
      and can company able to successful manufacturing of Diaketene and also will it be lowest cost producer..

      I think this acts as entry barrier.. is my thinking correct..

      Delete
    4. Yes, Jubilant Ingrevia is low cost producer of Ketene in the world. Diketene Manufacturing is just one step forward integration by dimerisation of ketene.

      Delete
  46. Mam raymond is trying to sell color plus and park avenue, would that any negative influence?

    https://economictimes.indiatimes.com/industry/cons-products/garments-/-textiles/raymond-plans-to-sell-colorplus-and-park-avenue/articleshow/90551917.cms?from=mdr

    ReplyDelete
    Replies
    1. There is no such update by company, it is just rumour as mentioned in the report.

      Delete
  47. Dear mam
    Do you track rupa and company?
    I already have ingrevia in my portfolio so wanted to add now rupa? Just wanted your view on that
    Thanks

    ReplyDelete
  48. Ma'am,
    What has happened in Xpro that it has zoomed so much in last year?

    ReplyDelete
    Replies
    1. Company has started posting very good results from last 3-4 quarters.

      Delete
  49. Mam, any update if you have on dai progress? I hope company is moving in expected direction and would start giving positive results soon?

    ReplyDelete
    Replies
    1. Yes, we expect better results in coming quarters.

      Delete
    2. Wish to get at least 100% return in 3 years, 1 year already passed.

      This is better return than Warren Buffett

      Delete
  50. Happy Ugadi to you and you family madam

    ReplyDelete
    Replies
    1. Vary happy Ugadi and Navratri to you and your family.

      Delete
  51. Madam ji, we wish you happy UGADI/ GUDI PADAVA. 🙏🙏🙏

    ReplyDelete
    Replies
    1. Vary happy Ugadi and Navratri to you and your family.

      Delete
  52. Dear Mam, Happy Navaratri. Pls do share ur insights on Bhilwara technical tex Ltd(BTTL) at CMP.
    Thanks & regards,
    Gajendrakumar

    ReplyDelete
    Replies
    1. Vary happy Navratri to you and your family.

      Sorry not tracking BTTL

      Delete
  53. Mam, Your views on Panacea Biotech at CMP
    Wr

    ReplyDelete
  54. Very happy Ugadi to you Madam and blog members

    ReplyDelete
    Replies
    1. Vary happy Ugadi and Navratri to you and your family.

      Delete
  55. Mam,
    Which comprises will get benefitted from India and Australia free Trade.

    ReplyDelete
    Replies
    1. Deepak Fertiliser is also direct beneficiary.

      Delete
  56. Mam can i hold tpl plastech for 3 years

    ReplyDelete
    Replies
    1. If any non-performing stock unable to give at least 100% return in 3 years than we must take the decision to sell it and reinvest it again in some other stocks.

      Delete
    2. Plz suggest stock to reinvest in other stock

      Delete
    3. SNL Bearings and Jubilant Ingrevia.

      Delete
  57. Dear Mam

    Pries of Asian Energy had fallen alot from the peak of Rs.170. I did not sold it as it was still below 100% return. Now the world is facing high energy prices due to war. Do you think the fuel prices will remain high in foreseeable future.
    Does Asian Energy offering a reentering opportunity if it comes with 10 - 15% of your recommended prices

    ReplyDelete
    Replies
    1. Yes you can buy the stocks within 15% from suggested price within 3 years

      Delete
    2. Hi Mam.. I am waiting to buy Asian energy incase if is falls to suggested price. May I know why history price chart of Asian energy not showing 90rs in the history? I checked in Google and money control also

      Delete
  58. mam you say non performers for 3 years should be replaced. Xpro was non performer for 5 years and then has galloped from rs.15 in march 20 to rs.1600 in march 22. how do we decide

    ReplyDelete
    Replies
    1. Xpro has given 100% return within 3 months. It is one of the best performer.

      Delete
  59. Hello Mam...really amazed at your work ...can you please evaluate sadhana Nitro and share your view please...thanks

    ReplyDelete
  60. Mam, if you could share your view that why some recommended stocks have not performed. That would be great for our learning.

    I know it's big thing to ask. But, just one point on respective non performing stock.

    Thanks a lot!

    ReplyDelete
    Replies
    1. Some external or internal factors, natural or man made. It is affecting demand and supply.

      Delete
  61. Sunflag iron upper circuit 20%, Rs.81. Anybody knows why?

    ReplyDelete
  62. Madam is there any chance to affect margin significantly of jubiliant ingrevia in the last quarter

    ReplyDelete
  63. Mam, shall i invest now in Jubilant Ingrevia Ltd, As on today CMP is 530.9 (Almost 12% increased from your CMP price)

    ReplyDelete
    Replies
    1. It can be bought + / - 15% from cmp with 10-20 % allocation but it was trading near or below suggested price for one week?

      Delete
  64. Hi Rajeev Sir,
    I have allocated up to 15% of my portfolio with JubilantIngrevia. I want to allocate till 20%. I am in crunch of funds.
    I have the following FOCs with profit %
    1. GATI(115%)
    2. NOCIL(71%)
    3. TATASTLLP(115%)
    4. TPLPLASTEH(110%)
    5. SUNFLAG(108%)
    6. NITINSPIN(136%)
    7. GANESHHOUC(403%)
    8. AKSCHEM(73%)
    9. BUTTERFLY(825%)
    Could you please suggest your advice whether shall I exit any to meet iT to 20%.

    Also RAYMOND(buy-454) is nearing to FOC, right now at 88% percent waiting for 100% percent to do FOC

    Thanks

    ReplyDelete
    Replies
    1. You can sell all or any of the above stocks as per your fund requirement.

      Delete
  65. Good afternoon mam
    I buy 67 Raymond's at 450 can I book profit around 900

    ReplyDelete
  66. Hello Mam...I have 1250 shares in yes bank. My cost was 126.4. There appears to be some hope of improvement now, can I average it now by adding some more shares.

    ReplyDelete
  67. Mam, your views on DATAPATTERN pls? i bought 15 @ 825 more than a month before, till now not yet reached my buying price..

    ReplyDelete
  68. Maam Can I buy Mangalore Chemicals at current price of rs 102

    ReplyDelete
    Replies
    1. It has already given 80-90% return in last one month, not advisable to buy at cmp.

      Delete
  69. MAAM, do you track mangalore chemicals? if yes,then can it be bought at cmp for 100% returns in 3 years?

    ReplyDelete
  70. It has already given 80-90% return in last one month, not advisable to buy at cmp.

    ReplyDelete
  71. Sold raymond at 94% return...already invested 1.9 lakh in SNL & 1.5 lakh in jubilant ingrevia. Should I wait for next stock or split the gain from raymond in to ingrevia and SNL . Pls advice

    ReplyDelete
    Replies
    1. You can continue to hold free of cost shares for long term

      Delete
  72. Maam, what would be a good entry price for MANGALORE CHEMICALS?

    ReplyDelete
  73. Madam how is adani Wilmar, devyani international and KPR mill Thanks in Advance

    ReplyDelete
  74. MAAM,do you track ishan dyes& chemicals? if yes,kindly suggest if cmp is a good price to enter? thankyou maam for your advice.

    ReplyDelete
  75. Is there any possibility of merger of jubilant industries with ingrevia?

    ReplyDelete
    Replies
    1. Np, asking just because crop nutrition and chemical business exists both sides... Industries have adhesive different and again it comes under chemical only... If my understanding is right

      Delete
    2. Jubilant Industry is mostly manufacturing finished products ( fertiliser and consumer products). Only polymer business can be hived off.

      Delete
  76. Madam
    When can we expect price movement in Magna

    ReplyDelete
  77. When we will have next stock mam ?

    ReplyDelete
  78. Thank you ma'am for your precious service that you have been doing for retail investors like us. I have no words to express my gratitude to you ma'am. I am just following your guidance/inputs that you are giving.

    Ma'am, I have FOC shares of Jubilant industries (295%), Nitin spinner (125%) and Aksharchem (80%). Now I do not have fund requirement, please suggest whether to hold them all a few years or better to exit all or anyone,

    Thanks and regards,
    A retail investor

    ReplyDelete
    Replies
    1. You can sell free of cost shares any time as per fund requirement.

      Delete
  79. Hi Rajeev sir, your comments on Akshar Chem future potential pls, when can we expect stock price in 4 digits?

    ReplyDelete
    Replies
    1. AksharChem has already given 100% return, now you can keep free of cost shares for another 3- 4 years for 100% return. If it unable to give desired return than exit.

      Delete
  80. Hello mam, if I don't want to sell Raymond, is it advisable? Or need to book 50% profit???
    As the whole textile sector is on a upmove,
    What's your suggestion??

    ReplyDelete
    Replies
    1. Raymond was suggested with higher allocation up to 20%. It is good to book partial profit at 100% return.

      Delete
  81. Respected Sir,

    Today, Raymond's, had doubled the money. Already doubled in Aksharchem and Add shop in recent past. Thank you from the bottom of my heart.

    Eagerly waiting for Dai Chi, Magna and Asian.

    Just want to know, (1) ADSRL had increased the authorized capital from 11 Cr to 22.5 Cr and now again to 35 Cr. What is the meaning in terms of long term view? What is their planning for the future. Is this probable programming related to expansion of the business?

    (2) Related to Deepak Fertilizers, it had already 6 times from suggested price. What will be top and bottom line after expansion completion?

    Thank you sir again.
    Raxit Shah

    ReplyDelete
    Replies
    1. ADSRL is micro cap company and looking for higher growth with new products with new concept. It has already given 100% return. Never miss to book the partial profit on time.

      Deepak Fertilisers - Top line will grow around 50% in next 3-4 years and bottom line will grow around 300%

      Delete
  82. Madam what is your opinion about Kesoram quarter four result.I have bought for ₹109.mam should i hold or exit...plz suggest

    ReplyDelete
    Replies
    1. Must exit if any stock fail to give 100% return within three years.

      Delete
  83. Mam, for new investors who do not have much exposure in equity market, can u suggest long term investment shares that can be hold (atleast for10 years )which can give reasonable returns.

    ReplyDelete
  84. Hi Madam,

    Today 11th Apr 2022, Raymond provided 100% return from recommended price (450), it just happened in 9 months time frame.

    I have been your blog member since 2019, before I saw your blog I was with 25 Lakh loss with 45 Lakh investment (till 2018) and remaining left amount was 20 Lakh , when I started looking your blog and invested my remaining amount 20L in those shares, my portfolio grown up 6 times till today.

    It’s all because of blog stocks such as Deepak Nitrite, Deepak Fertilizer, Jubilant Industries, Raymond Ltd and KCP Ltd.

    Finger crossed for remaining shares too like Dai-Ichi and Jubilant Ingrevia

    I will be indebted lifelong to you madam.

    Thanks ton

    ReplyDelete
  85. Raymond's Demerger RAL Subsidiary wef 01-04-2022?

    ReplyDelete
  86. Dear Mam
    Please share Your opinion on Balkrishna Industries for long term.

    regards

    Vineeth

    ReplyDelete
  87. dolly Mam,

    Im holding Sun Flag IRON & Steel since 48 rs. Should i continue to hold further? Please advice.

    ReplyDelete
  88. Booked 100% profit on Raymond and am holding foc shares.It formed 20% of my portfolio.Have reinvested in Jubing……Thank you and Blessings to yo7bandyour family!

    ReplyDelete
  89. ASRL meet on Apr 9th for capital rise.... what decision taken? Anybody knows?

    ReplyDelete
  90. Hi Mam,

    I have booked my profit on Raymonds on today and will reinvest in Jubiliant ingrevia as it is trading under 15% from suggested price

    My Journey continues with you from Aug 2015, Thanks mam, feeling blessed being associated with this blog.

    ReplyDelete
  91. Madam, FIIs holding reduced from 24% to 12%. Why they could not see the opportunity and opted to reduce holding to half?

    ReplyDelete
  92. I missed booking profit in AddPro Retail when it was at 85% as I was waiting for 100%….now it is at 30% profit……should I wait for 100% or sell now.

    ReplyDelete
  93. Hello Madam,
    Please guide.
    I have touched 100% appreciation in Raymond yesterday. As suggested, I should books profit in 50% quantity. Only concern is that I purchased the shares on 20.07.2021. If I sell now, I will have to pay 15% Short Term Capital gains on profits. If I sell after 20.07.2022, profits will be tax free.
    My question-Should I wait till then?? Is the share still expected to go up or at least maintain its current levels?

    ReplyDelete
  94. Dear Ma'am and Rajiv sir, Glad to see multiple happy faces in this blog with 100% profit on Raymond within short period and I am also one among them . All of us are indebted to you for this as well as prior achievements. I am sure everyone in this blog are sincerely praying for you, though they dont explicitly mention it in this forum. Big thank you for helping us to follow discipline and patience to continue with this journey. I have one question though - I have this money taken out from Raymond and was wondering what should I do with that? Should I reinvest in SNL or Jubilant Ingravia or wait for your next pick. Appreciate your response.

    ReplyDelete
    Replies
    1. Jubilant Ingrevia can be allocated maximum upto 20 % and SNL upto 10%.

      Delete
  95. Ma’am I have close to 7000 SNL@295..as there is not much volume in the scrip ..would u advise me to trim my holding or keep this much quantity? Thanks

    ReplyDelete
    Replies
    1. SNL can be allocated maximum upto 10 % in your portfolio.

      Delete
  96. Thanku madam for picked the Raymond stock, which has given me 100% returns in very short period.this is my first 100% return achieving stock...
    Thanks a lot madam.

    ReplyDelete
  97. Dear Madam, your views on Alufluride?

    ReplyDelete