Top Tweets for #NeochemBioSolutions

about 2 months ago

#SME #Neochem #NeochemBioSolutions Neochem Bio Solutions Limited H2FY26 Earnings Call Highlights 👉 FY27 & Future Outlook ▫️ Management expects sustainable 30-35% revenue growth in the near term 💠Supported by low base, favorable product mix shift, higher capacity utilization, and demand across textiles, HPC, and paints & coatings. 💠 By end of current fiscal (FY27), capacity utilization is targeted to reach ~65%; by FY28, ~85%, potentially delivering headline revenue of around ₹250 Cr. 💠 Long-term (3-year) target: Exports to scale to 30-35% of revenue (from ~5-9% in FY26). 💠 Textiles share to reduce below 50% of total revenue while HPC and paints & coatings become much larger contributors (HPC already scaled from 2% in FY24 to ~14% in FY26). 💠 Bio-based esters & silicones targeted to reach 55-60% of revenue mix for better stickiness, stability, and ESG alignment. ▫️ Margins expected to remain sustainable at ~35% gross, 18-20% EBITDA, and 10-12% PAT. 💠 Bio-based products provide partial natural hedge against crude-linked volatility. 💠 No major Capex planned for the next 1.5–2 years; existing 22,000 MTPA facility has ~47% headroom and land parcel offers flexibility for future phases. 👉 Current Order Book / Projects and Future Pipeline ▫️ 26% volume growth achieved in FY26 💠Management sees similar momentum sustainable given consolidation in textile sector and Neochem’s own-brand positioning (shift from ~75% white-label in FY22 to >80% own-brand in FY26). ▫️ Key strategic projects/pipeline: 💠 Lamorall Coatings (Netherlands) partnership 💠Exclusive distribution for South Asia (formal expansion to Southeast Asia expected shortly) 💠Currently building volumes for economies of scale; future technology transfer and local manufacturing planned ▫️New product launches gaining traction: 💠One-bath sustainable pre-treatment solutions reducing inventory & cycle time 💠Accelerated washing/soaping 💠High-performance surface enhancers for paints & coatings 💠Amphenol LBP (universal rheological modifier for HPC), wax emulsions 💠Upcoming broad anti-foam range across 10 industries. 💠 R&D pipeline strong — focus on process optimization, bio-based formulations, and import substitution; provisional patent filed for one innovation. 💠 International expansion pipeline across South Asia, Southeast Asia, Africa, and selective entry into North America/Europe (12 countries currently served). 👉 Other Notable Points ▫️ FY26 execution: Improvement driven by better product/customer mix, higher utilization (35% FY24 → 41.8% FY25 → 52.7% FY26), operating leverage, and cost control. 💠 Business remains seasonal (∼55% revenue in H2, ∼30%+ in Q4). ▫️ Balance sheet significantly strengthened post-IPO: 💠Long-term debt reduced sharply to ₹0.7 Cr (from ₹14.3 Cr) 💠Debt-to-Equity improved to 0.2 (from 1.8). 💠Short-term borrowings (₹17.1 Cr) are working-capital linked and prudent. 💠 Receivables elevated at year-end due to Q4 seasonality and growth (target normalization to ~120 days by end of current fiscal) 💠Collections healthy with >35% of FY26 year-end receivables already realized by May. One legacy NCLT matter of ₹27 lakhs. ▫️Q&A Highlights : 💠Margin expansion explained by shift to own-brand value-added sales via distribution network and direct corporates (vs. earlier white-label/intermediate focus). 💠West Asia crisis impact managed well through inventory, spot purchases, and price pass-throughs; margins expected to hold within ±10% variance. 💠Bio-based products (80-90% of esters category) seen as strategic hedge and ESG enabler. 💠Capacity utilization in performance chemicals ramps gradually due to longer customer approval cycles. 💠Management open to quarterly reporting post-H1 review and acknowledged investor feedback.

STR

@sachprat07

3 months ago

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 https://t.co/Sto1a1qHIQ 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

sachprat07's tweet photo. 👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.

👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.

———

👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :

💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils

👉Across Different Sectors. One common place.

🔗 https://t.co/Sto1a1qHIQ

👉Stay tuned for more insights
———

⚠️ For educational purposes only. Not investment advice. Please DYODD.

#SMEGems #SMEPlatform #HiddenChampions #SME

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ETMarkets

@ETMarkets

7 months ago

#NeochemBioSolutions #IPO listing today. GMP hints at mild premium #ETMarkets https://t.co/r4WhCkxMoZ

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