5 chemcial stocks जितना गिरे उतना लो करोड़पति बना देगा | chemical sector stocks - YouTube

Hello everyone, how are you all? and what's going on?

look! five amazing stocks of the chemical industry

they have given 5 times return to their shareholders and can give more returns in upcoming years

if you don't have these stocks in your portfolio then you are missing a big opportunity

and if have then do not get worried in the downfall

so which are the stocks? why they are? how they are? why a chemical industry is called that it will perform in upcoming time

we will try to see each things

will try to understand industry analysis, then only you can keep those stocks in your portfolio

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before analysing the stock it is necessary to analyse Indian chemical industry

If the industry will have potential then only they can give 10x, 5x, or 100x return

so how much potential and growth indian chemical industry have, lets understand

today there is no industry which have don't used chemicals in direct or indirect way

chemicals are used everywhere textile, paper, paint, soap, detergent, pharmaceuticals, agriculture everywhere

India's chemical industry is the 6th largest chemical industry in the world in terms of chemical

asias 3rd biggest chemical company and contributes 7% in indias economy

whole chemical industry is of more than 5 trillion dollars in the world

and india contributes 3% in the whole worlds chemical market

yes! 3%

in 2019 indian chemical industry valuation was upto 178 billion us dollar

and it is around 232 billion dollar today

and it is expected that it will reach upto 304 billion dollar in 2025

9% growth expected in the demand of chemical products

today more than 80 thousand chemical products are produced in India

till today we have to import chemicals from other countries

its govt goal for 2034 to end to end chemical manufacture unit

yes! In the country

which have all these facilities internally, they grow properly because

because it is the key to each industry

and thats the reason, govt is focusing on end to end

so this is how you have seen

the growth of the chemical industry and potential of the industry

but as an investors point of view, 20-30% downfall in the chemical industry

and people are frightened

that why this downfall?

if either take deepak nitrite, balaji ambiance, laxmi organic,

navin flourine, atul ltd all ar ein the pjhase of correction

correct! if we talk about these stocks

then you will see in their financial that they have downfall in 2021

so why it is?

is it to get afraid

or what is the story

lets first know the company

lets het introduced to the company and then we will understand the reason of downfall

now we will bring you to that stock

which can give or giving the best returns to the investors

in which the first name is aarti industries

aarti industries speciality chemicals and pharmaceuticals is one of the largest company in india

in financial year 2019 generated revenue of more than 4700 crore

there are total 17 manufacturing units of the company

and more tham 5200 employees

arti industries has 2 divisions chemical and pharmaceuticals

in chemical-based industry company chemical-based intermediate

basic chemicals, specialty chemicals

pharmaceuticals, and agrochemicals manufactures intermediates for them

In pharmaceuticals division company produces major pharma and active pharmaceutical intermediates.

the important thing which makes this company different

and that is company's knowledge-driven yes it is knowledge-driven company

company have 3 R&D centres in dombiwali and in vapi

which are focused on pharmaceuticals api and on chemical experiments

whose R&D is strong then that company is strong too

is we talk about their revenue model, then from speciality chemicals

82.6% revenue and other 17.4% revenue from pharmaceuticals

location wise 61% business from india

6% from china 11% percent from europe

7% from north america and rest 12% from rest of the world

so it is cleared that they have large customer base

we already told you international customer base that clients like amazon

and special thing from company, lets look at their finance

so you will see that their revenue is increased gradually

their net income also increased but only little downfall in FY21

their promoter holding is decreased continously

and today at 44.21%

mutual fund also holding profits, and currently their holdings are at 8.44%

FII holding continously increased and currently at 11.86%

retailers are at 29.18% holding

now lets go to second company Atul ltd.

established in 1947

makes more than 900 products

and makes 400 formulations

company owns 140 retail brands

company had started its first manufacturing unit in gujarat

now registered office at ahemdabad

they have over 4000 national and international customers in 30 industries in 90 countries

it has also opened its subsidiaries in US, UK, UAE, China and Brazil

if we look at revenue then 66% revenue from performance and other chemicals

32.6% from live science

and 1.3% from others

if you look at their total financial

then you will find that continouse growth in revenue

a deep can be seen in FY21

net income rose continously and a deep in FY21

Then if we look at their promoter holding

then you will find that promoter holding is 44.9%

but if you look at pledge share then it was around 1.69%

which is 0.68% only today

means promoter mortgaged the shares

and removed those shares, it is a good thing

again if you look at mutual fund, then they have taken step back

and book the profit so that's why the position of mutual fund holding in low

FII position increased and at currently and 10.22%

and retailers have 22.6%

next is vinati organic limited started in 1989

it produces aeromatics, monomers, polymers, speciality chemicals and biochemicals

company has 2 R&D centres

both are in raigarh and ratnagiri of maharashtra

it have products like isobutyl benzene and 2 acrylomido

2 methyl propane sulphonic acid which is called as ATBS

which are supplied in more than 35 countries

america, south america, europe and all asian countries take their products

exports products in 35 countries

their customers america, south america, europe and all asian countries as I told you

if you see their revenue segment wise

so 97.7% revenue from speciality chemicals and 2.3% revenue from others

company operations are done in india but the customers are in 35 countries

generates about 31% business from india while the company gets 69% of business from the world

so this was the companies profile

now we will come to their financial then net income continuously rose

falls in 2021

and same thing happened with revenue too

now lets go to their promoter holding

so their promoter holding is 74.06% means

highest among all we have seen before

mutual funds not runned after cutting

maintained the holding with 6.51%

FII is at 4.5%

retailers are 14.62%, so again this good stock

so next is navin flourine

padmanabha is a subsidiary company of mafatlal group

it has India's biggest integrated fluorochemicals complex

in which the company is spacially R&D and studies on the chemistry of flourine

company mainly works in 4 segments speciality organic fluorochemical

refrigerant gases, bulk flourides, CRAMS means Contract research and manufacturing services

their manufacturing units are in surat, Gujarat and dewas madhya pradesh

NFIL is the worlds largest BF3 producer and Indias's largest HF producer

as well as NFIL's stake in the only fluorspar beneficiation company in india

company developed more than 40 products in the last few years

and they are being sold on the commercial scale

company focusing on R&D they have invested a large amount on this

among many fortune 500 companies they have their customers from all over the world

among world's most 10 companies 5 are their customers

you can understand from this

talking about revenue then their most of the revenue comes from speciality chemicals which is of 40%

inogarite flouride 17%, refrigerants 18.4%

26.4% from crams

location wise 50% from the india and 50% from the rest of the world

if you see their net income, then it was good in 2018

fall in 2019, a high rise in 2020 but again low in 2021

same story in total revenue

their total revenue continuously increased and no loss in 2021

if you go to their promoter holding

we first see the holding of the promoter that how much holding he have

so it is of 30.20%, there pledge share is of 0.91%

mutual fund continously decreased their positions and 12.45% currently

FII continously increased their position and at 26.43% currently

and retailers are at 28.20%

next share is deepak nitrite

the company has established its manufacturing fascilities at nandesari and dahej in gujarat, roha and

taloja in maharashtra and hyderabad in telangana

talking about products then company agrochemicals, claraint, rubber, pharmaceutical, speciality, makes

spectrum of the chemicals

supply their products in more than 30 countries

Reliance, UPI, indian oil are included in their customer list

means they are attached to big names

talking about the company revenue model the 70.8% comes from India

10.8% from asia, 13.4% from europe

so this is how their story is

if you look product wise then it generates 53.4% from phenolics

16.5% from basic chemicals

28.2% from fine and speciality chemicals

1.9% from performance chemicals

then if you look at their finances then it rose continously

net income continously rose, means what you are seeing in other stocks

that downfall in net income everywhere in 2021

it is the only share which dont have reduction in net income infact bumper rise in net income

keep this in mind, this helps a lot

if we go to their promoter holding then it is at 45.69%

mutual fund reduced their holding to 7.60%

FII at 10.85%, retail and others are at 32.85%

so you have seen good stocks

now lets come, why stocts are down

what should we do and what not

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so the correction happening in chemicals it has two main reasons

first is profit booking

in last few years upto 400% growth can be seen in chemical industry

yes! 400%!

due to which profit booking is fast

peoples are selling share, prices are getting down

you have seen the profit of mutual fund too

so profit booking is a healthy thing to give strength to that stock

to give power to that stock, not to get frightened

if we know the industry future, company future, working method of the company

then we dont need to worry

but there is second reason for the correction

expensive raw materials

if you notice then from last two years the commodity rates are increased

and it is market rule that when commodity gets expensive, the stock market comes down

it is because raw material gets expensive too

and it increases the cost of manufacturing in the company

products gets expensive and sells go down

when sell get less then quarter results also gets affected

and if quarter results gets affected then it impacts the share too

so this are the things which are impacting combinely

i belive if we focus on good share, keep eye balls on good stock

so the shares which we told you are good opportunity in correction, go and see in the history chart

have they given the growth of 4% very easily? no!

from high-low high-low high-low it has gives this much of growth

and will go above just same as this high-low high-low

so this was the full story i my view

i hope you liked the way of explaining and telling

so please do the like comment and share

thank you so much