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Deepak Nitrite

dineshpage711
Bronze Member

960 Messages

i see a good result with all the so called caviet because revenue we all are clear that its going to grow as per sept 2021 closing due to super demand. only thing which ppl want to understand is margins. see inspite of the ever highest COGS or raw material cost of 60% to sales in June qtr PAT grew by 130% of June 2019 (best qtr j.e covid free). similarly sept qtr shown 150 crs and sept 2020 shows 170 so even with the same principle PAT minimum has to grow and show 345 crores. even the increase in COGS which wont be more than 2% which took place in sept that means 0.65% impact may be seen on PAT which would be around 10 crores which means final.PAT would be around 330 to 335 crores. yes margin pressure would be there in dec qtr but seeing the huge demand top line would grow in a good way and bottom line would be around 440 crores. now catch is this 440 crores how much Antidumping duty would impact which as per experts is 50 to 70 crores. lets see how things take place. but one things is very clear leaders r meant to drive the category and chemical.sector is on the cusp to be 2X by 2025 which means maximum benefit to deepak as per the leader share. so even in the worse case by 2025 deepak nitrate wud reach around 5k. worse case..best case is always sentiments driven. god bless 🤣

1.08 AM Oct 22nd
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