DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

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SUMIT GHEI
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DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by SUMIT GHEI » Mon Sep 10, 2018 12:00 pm

WILL POST AT 1 PM

Pee Vee
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Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by Pee Vee » Mon Sep 10, 2018 12:12 pm

SUMIT GHEI wrote:
Mon Sep 10, 2018 12:00 pm
WILL POST AT 1 PM
Waiting for the news :)

SUMIT GHEI
Posts: 88
Joined: Thu Nov 09, 2017 12:19 pm

Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by SUMIT GHEI » Mon Sep 10, 2018 12:42 pm

DOLLY KHANNA INCREASED STAKE IN IG PETROCHEMICAL AS PER ANNUAL REPORT2018 LINK

http://www.igpetro.com/sites/default/fi ... 017-18.pdf

PAGE 30

Pee Vee
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Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by Pee Vee » Mon Sep 10, 2018 12:48 pm

SUMIT GHEI wrote:
Mon Sep 10, 2018 12:42 pm
DOLLY KHANNA INCREASED STAKE IN IG PETROCHEMICAL AS PER ANNUAL REPORT2018 LINK

http://www.igpetro.com/sites/default/fi ... 017-18.pdf

PAGE 30
IG Petro is a very good stock. In addition to Dolly Khanna, Anil Kumar Goel also has a big holding.

The promoters hold 72% stake in IG Petro.

SUMIT GHEI
Posts: 88
Joined: Thu Nov 09, 2017 12:19 pm

Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by SUMIT GHEI » Mon Sep 10, 2018 12:57 pm

VERY FEW HANDS HOLD THIS STOCK

Pee Vee
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Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by Pee Vee » Mon Sep 10, 2018 1:03 pm

SUMIT GHEI wrote:
Mon Sep 10, 2018 12:57 pm
VERY FEW HANDS HOLD THIS STOCK
Yes. Market cap is about Rs. 1500 crore. Traded volume is less.

Stock is also reasonably priced at a P/E of about 10.

IG Petro is also likely to benefit from the production constraints on speciality chemicals in China.

SUMIT GHEI
Posts: 88
Joined: Thu Nov 09, 2017 12:19 pm

Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by SUMIT GHEI » Mon Sep 10, 2018 1:56 pm

Peer Comparison
Market Cap RevenueNet Profit Net Margin (%) RoE (%) Price to Book Price to Earnings



IG Petrochemicals ---------------- 1,536.05 1,199.20 147.67 12.27 31.77 2.70 10.40
Navin Fluorine International-----3609.17 891.09 169.43 17.66 20.11 3.58 21.30
Vinati Organics--------------------- 6,999.46 823.68 177.04 20.82 19.49 8.13 39.54

Pee Vee
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Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by Pee Vee » Mon Sep 10, 2018 2:05 pm

SUMIT GHEI wrote:
Mon Sep 10, 2018 1:56 pm
Peer Comparison
Market Cap RevenueNet Profit Net Margin (%) RoE (%) Price to Book Price to Earnings



IG Petrochemicals ---------------- 1,536.05 1,199.20 147.67 12.27 31.77 2.70 10.40
Navin Fluorine International-----3609.17 891.09 169.43 17.66 20.11 3.58 21.30
Vinati Organics--------------------- 6,999.46 823.68 177.04 20.82 19.49 8.13 39.54
Do you have information about the products and end use? Chemicals may have different levels of value addition and so a plain comparison may not be appropriate.

Vinati Organics Ltd (VOL) enjoys global leadership in two speciality chemicals, with market share of 70% in IBB and 80% in ATBS and so it commands higher valuations.

SUMIT GHEI
Posts: 88
Joined: Thu Nov 09, 2017 12:19 pm

Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by SUMIT GHEI » Mon Sep 10, 2018 2:07 pm


SUMIT GHEI
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Re: DOLLY KHANNA IN ANNUAL REPORT( NEW) 9 SEPT 2018

Post by SUMIT GHEI » Mon Sep 10, 2018 3:23 pm

Today IGPL is one of the largest single location producers of Phthalic Anhydride (PAN) of international standards.

PAN is a principal commercial form of phthalic acid, discovered in 1836. It was the first anhydride of a dicarboxylic acid to be used commercially and is comparable in its importance to acetic acid. The most important reaction of PAN is with alcohols or diols to give esters or polyesters.

PAN is a versatile intermediate in organic chemistry. PAN is a precursor to a variety of reagents useful in organic synthesis. A colourless solid, is an important industrial chemical, especially for the large-scale production of plasticizers for plastics.

PAN is widely used in industry for the production of certain dyes. A well-known application of this reactivity is the preparation of the anthroquinone dye quinizarin.

The primary use of PAN is as a chemical intermediate in the production of plastics from vinyl chloride.

Phthalate esters, which function as plasticizers, are derived from PAN. PAN has another major use in the production of polyester resins and other minor uses in the production of alkyd resins used in paints and lacquers, certain dyes, insect repellents and urethane polyester polyols.

It has also been used as a rubber scorch inhibitor and retarder (HSDB, 1995; National Cancer Institute (NCI), 1979). PAN is a chemical intermediate that reacts readily and produces a broad range of products that process easily and give a wide range of performance characteristics at a low cost

IGPL operates it's plant based on the processes of the licensor M/s Wacker Chemie GmbH, Germany. The process is Wacker's Von-Heyden's Low Energy Process and the plant has been engineered by M/s Lurgi GmbH , Germany.

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