plasticizer – Katalyst Wealth

[Stock idea] – IG Petrochemicals…India’s Largest Phthalic Anhydride Manufacturer

July 14, 2023

Hello Sir, Hope you are doing well. Last 2 years have not been very good for chemical based stocks. Their realizations have come down, margins contracted and PE ratios have also contracted. A lot of stocks are down 40-50% from their highs. Source: May’23 IG Petrochemicals presentation Recently, we came across IG Petrochemicals which claims to be India’s largest Phthalic Anhydride manufacturer with more than 50% domestic market share. On a cursory glance, the numbers looked interesting and we decided to dig deeper.…

[Stock idea] – Amines & Plasticizers…one of the largest producers of ethanol amines

April 15, 2023

Hello Sir,Hope you are doing well.I like companies that show this uncanny ability of growing sales year after year. Obviously, one needs to look at other parameters, but growth is an important factor for us when recommending and investing in stocks.Recently, came across Amines & Plasticizers. This is a small company but has a decent track record of year on year growth in sales and profits over the years.What’s interesting is that it’s believed to be one of the largest producers…