#JUBLINGREA JUBILANT INGREVIA LTD Jubilant Ingrevia Limited (Company), a global integrated Life Science products and Innovative Solutions provider with over 42 years of experience offering over 165 products & innovative solutions using more than 35 key chemistry and technology platforms across its three portfolio of businesses viz Acetyls, Pyridines and Vitamins & Premixes, today announced a CDMO contract for estimated value of Rs 270 Crore in Specialty Chemicals business, spanning over a period of three years with one of its international customers, who is among the top 10 leading innovator pharmaceutical companies globally. View: Positive

Something cooking very very bad with Jubilant group.. all the stocks fallen 50% from Highs.. Jubilant Pharma 1052 to 402 Jubilant Ind798 to 468 Jubilant Food4595 to 2610 Jubilant Ingrevia 838 to 465 🧐 #JUBLINGREA

#JUBLINGREA will declare results on Feb 1, 2022 Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.

Hot stocks for the day and short term #JUBLINGREA #RUPA #TNPETRO

#JUBLINGREA will declare results on Dec 2, 2021 Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.

BEARISH STOCKS FOR THE DAY, SELL ON RISE: #PNBHOUSING #JUBLINGREA #LXCHEM #ICICIPRULI

Big trigger for the companies into Acytle & derivatives. Anti Dumping duty from China. Country of exporter, China would be charged 24-44% duty on Acytle & its derivatives. Huge positive for: #JUBLINGREA #LXCHEM #IOLCP

#JUBLINGREA 814 high Fisr tgt done 🚀🚀🚀🚀

BUY #JUBLINGREA @765/770 TARGET 800, 850, 900+ SL 700₹ NOTE : I AM NOT SEBI REGISTERED. ITS ONLY MY PERSONAL VIEW AND ONLY FOR EDUCATION PURPOSE NOT FOR TRADE.

#JUBLINGREA 714 4%up : Hits the given target of 725, next 800 & more in Early Recommendation 436 to 714:

*Stocks in News* Apollo Hospitals Enterprise: Sands Capital Management LLC acquired 2.2 percent stake in the company via an open market transaction on July 27, increasing shareholding to 9 percent from 7 percent earlier. Jubilant Ingrevia: East Bridge Capital Master Fund sold 2.23 percent equity stake in the company via an open market transaction on July 26, reducing shareholding 3.38% from 5.61% earlier. Mahanagar Gas: The company reported sharply higher profit at Rs 204.08 crore in Q1FY22 against Rs 45.25 crore in Q1FY21, revenue jumped to Rs 666.85 crore from Rs 277.47 crore YoY. WABCO India: The company reported profit at Rs 21.38 crore in Q1FY22 against loss of Rs 31.36 crore in Q1FY21, revenue jumped to Rs 491.91 crore from Rs 165.96 crore YoY. JK Agri Genetics: The company reported higher profit at Rs 23.04 crore in Q1FY22 against Rs 19.20 crore in Q1FY21, revenue rose to Rs 131.56 crore from Rs 123.62 crore YoY. Route Mobile: The company reported higher consolidated profit at Rs 34.32 crore in Q1FY22 against Rs 26.93 crore in Q1FY21, revenue jumped to Rs 377.52 crore from Rs 309.61 crore YoY. #ROUTE #JUBLINGREA #APOLLOHOSP #MGL #WABCOINDIA

Coffee ⬆️+ Ethyl acetate ⬆️= Decaffeinated Coffee ☕️ Ethyl acetate (EA) is an efficient green solvent & its wide range of applications👇 Pharmaceutical Surface coating & thinner Adhesives Rubber & polymers Flavors & essences Nail polish remover Decaffeinating of Tea & Coffee #JUBLINGREA is the 7th largest mfg of EA in the world Jubilant Ingrevia being the 7th largest producer globally of EA. - With US Coffee futures up by 17% looks like demand for EA improving drastically.

FOCUS #JUBLINGREA VERY GOOD RESULTS

Jubilant Ingrevia – Q4FY21 Concall Update – Nirmal Bang Sec. Outlook – Positive for long term FY22 would be better than FY21. New Diketene facility (to be commercialised by Q3FY22) would drive the growth in 2HFY22 The stock is trading at 29.6x FY21 EPS • Demand outlook continues to be remained strong • All growth plans are on track • Rs 300-350 cr capex – ongoing • Rs 594 cr net debt reduced in FY21. Would continue to repay in FY22 as well. Net debt at the end of FY21 is Rs 431cr • Has MAT credit in books for next 2 yrs Specialty • Specialty Chemicals revenue grew by 17% on YoY basis driven by higher volume • Input prices and logistics cost increased which was passed on by increasing prices • Paraquat ban in Brazil and Thailand resulted in lower demand of Pyridine, which resulted in lower prices during the quarter • EBITDA Margin were slightly lower, mainly on account of discontinuation of export benefit • FY21 – commercialised 6 new products, have 21 products in pipeline to be launched in 2-3 years • By Q3FY22 – diketene plant would commercialise • Going forward Prices of Pyridine and Beta Picoline are going to be stronger due to (1) Exit of some of the small manufacturers (2) Lower Pyridine production resulting into lower Beta production while demand of Beta continues to be stronger in future Nutrition and Health Solutions • Growth in Nutrition & Health Solutions Revenue was led by volume growth • Demand in Animal Nutrition segment got impacted due to COVID-19, especially in Poultry segment LSI • Demand for Pharmaceutical products like Ibuprofen, Paracetamol, Aspirin and others remained high across the globe driven by COVID-19 impact and this has helped in increased demand of Acetic Anhydride • Business had higher capacity utilization during the quarter across all plants for both Acetic Anhydride and Ethyl Acetate driven by high demand in domestic as well as Global market • Getting into agro active business at Bharuch; for which the company has incorporated a separate subsidiary – Investment of Rs 200 cr in 2-3 yrs • Strong Prices of Acetic Anhydride are likely to continue for some more time #JUBLINGREA

Stocks in News Eicher Motors: The company reported sharply higher consolidated profit at Rs 526.14 crore in Q4FY21 against Rs 304.28 crore in Q4FY20, revenue jumped to Rs 2,940.33 crore from Rs 2,208.18 crore YoY. Sun Pharma: The company reported higher profit at Rs 894.1 crore in Q4FY21 against Rs 399.8 crore in Q4FY20, revenue rose to Rs 8,523 crore from Rs 8,184.9 crore YoY. Hester Biosciences: The company will invest Rs 40 crore for COVAXIN project and provide infra for manufacturing COVAXIN drug substance. Metropolis Healthcare: The company reported sharply higher profit at Rs 61.3 crore in Q4FY21 against Rs 15.5 crore in Q4FY20, revenue jumped to Rs 291.7 crore from Rs 207 crore YoY. Tata Consultancy Services: The company completed acquisition of GE's stake in Tata Consultancy Services Saudi Arabia on May 26. NOCIL: The company reported higher consolidated profit at Rs 37.33 crore in Q4FY21 against Rs 21.87 crore in Q4FY20, revenue jumped to Rs 321.99 crore from Rs 212.66 crore YoY. Jubilant Pharmova: India Ratings and Research has upgraded Long Term Issuer Rating to 'AA+' from 'AA' while resolving the Rating Watch Evolving (RWE) and has simultaneously withdrawn it. The Outlook is stable. #TCS #NOCIL #JUBLINGREA #SUNPHARMA #EICHERMOT

#JUBLINGREA 482 10%up : Crossed Target 475, next 500 & more.. Early Recommendation 436 to 382 : ://front.page/jsmc-positional-trades/3189569 #FrontPage