[Stock notes] – Dhanuka Agritech…One of the best performing Agro-chemical stocks

Hello Sir, Hope you are doing well. Mar’23 and Jun’23 quarters were extremely bad for almost all the agrochemical companies. First there was excess inventory in the channel and therefore the demand plummeted. Second, the prices have come down sharply resulting in sales returns and inventory losses. Source: Dhanuka Agritech website   However, Dhanuka Agritech has performed much better and has come out rather unscathed with decent performance in Sep’23 quarter. We believe, as a contrarian investor with 3-4 years investment horizon, it’s…

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Wednesday update: Latest Special situation report

Hello Sir, Hope you are doing well.   Latest Special Situation Report Sometime back we released new Special situation opportunity for our Alpha + members and would like to share with you details on the same. The detailed note can be accessed HERE Special situations constitute opportunities arising out of announced corporate transactions such as De-listing, Open offers, rights issue, de-merger, bankruptcy restructurings, etc. In markets, every investment opportunity comes with certain risks; however with proper research and analysis, one can always participate in opportunities…

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[Stock notes] – Greenpanel Industries…largest MDF player and expanding further

Hello Sir, Hope you are doing well. I have always been fascinated with stocks from building products industry. In the past, have covered several stocks from this space like Cera Sanitaryware, Carysil, Century ply, Greenply, Greenpanel, etc. and mostly they have delivered huge returns over longer periods of holding. Recently I was again looking at Greenpanel Industries to understand the scenario in the MDF space. Greenpanel is the largest player in India in the MDF (medium density fibre board) space with 6,60,000…

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Tuesday update: Latest stock report

Hello Sir, Hope you are doing well.   Latest Stock Report Sometime back we released our new stock recommendation for our Alpha and Alpha + Members and here are some interesting bits about the stock. The management has introduced a new product line wherein they are targeting 600 crore + sales in FY 26 with EBITDA margins of 20-22%. If the management is able to achieve the above numbers, the company will mostly likely double its profit over the next 3-4 years. – Additional details…

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