You are Here : Moneycontrol Forum Forum Topics Stocks

Deepak Nitrite

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 is always sentiments driven. god bless 🤣

1.08 AM Oct 22nd
We take the quality of the messages posted on forum as seriously as our articles. Kindly follow our Code of Conduct and refrain from posting any abusive, promotional or gibberish content on forum.
Disclaimer : The views expressed in the forum are the views of the user writing the post, and not that of You agree, by accessing this forum, that bears no liability for any posts on this forum or, any losses suffered by following any advice posted on this forum. operates this real time, open, unmoderated, private forum for users to exchange information and to discuss various investing techniques. or, its personnel do not post anything, or vet the content posted, on this forum. reserves the right to deny service to anyone. You, and not, assume the entire cost and risk of any trading you choose to undertake. You are solely responsible for making your own investment decisions. If you choose to engage in such transactions with or without seeking advice from a licensed and qualified financial advisor or entity, then such decision and any consequences flowing therefrom are your sole responsibility.


Get your own permanent - nickname

Choose your nickname

Your permanent Nickname can be distinct from your username and no one need know the link between the two.