NOCIL Limited Share Analysis - Start of upward Cycle? #nocil #nocilshare...

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SOLARA ACTIVE PHARMA, A Pure API Player with vision for CRAMS

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Brief Background Arun Kumar, who is a common promoter for Strides Shasun and Sequent Scientific (both are listed in the market) decided to create a new company which would focus purely on APIs, as the APIs were low margin business and making it difficult to maintain margin, with this goal in mind he demerged the low margin API(Ibuprofen, Gabapentin, and Ranitidine, etc..) business of Strides Shasun and Human API business of Sequent Scientific to create SOLARA ACTIVE PHARMA, which would be a pure API company.     In March 2017, the board of directors of Strides and Sequent approved the demerger, and in March 2018, the scheme got approved by NCLT and the company got listed on June 27, 2018.     According to the deal, for every 6 shares held in Strides, 1 share of Solara was allotted and for every 25 shares held in Sequent, 1 share of Solara was allotted.     Strides Shasun retained the formulation business and High Margin API business, and Sequent Scientific ...
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Polycab - Next Asian Paints?

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  Polycab has its root in Mumbai's Lohar Chawl, dating back to 1964 when it used to be just an electrical Shop. Thakurdas Jaisinghani who moved to India from Pakistan started Sind Electric Stores, but he died within 4 years and his sons had to take the responsibility to run the Shop. His eldest son, Girdhari (whole-time director at present), 16 back then had to stop his studies and take care of the Shop, Inder, 14 back then did the same. Inder is the current chairman and director of the company. Other two brothers Ramesh and Ajay did the same. The brothers set up their first manufacturing plant in Halol, Gujarat to make wires and cables. They got the company registered in 1996. In 1998 they set up a new manufacturing plant in Daman to expand the capability to optical fiber cables, switchboard cables, power cable, etc.. The company was having organic growth till 2009, in 2009 they received an investment of 401.8 crores from International Finance Corporation ( Subsidiary of World...
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Aarti Surfactants Ltd, an investment opportunity or bubble?

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Little Background      Aarti Surfactants Ltd was formed after demerger with Aarti Industries. The home and personal care segment of Aarti Industries was not doing well so management decided to split it, for every 10 shares held by Aarti Industries investor they got an option of either getting one equity or redeemable preference share of Aarti Surfactants. The demerger was approved in June 2019 by NCLT and the demerged entity got listed in July 2020. Now you already know the promoters are great and they have created wealth for investors. Turnaround      The company was loss-making in FY18-19, but they made a profit of 2.09 crore in FY19-20 as compared to a Net Loss of 6.47 crore in FY18-19 which implies demerger was a good call by promoters and it worked. Company Overview      Aarti surfactant is one of the leading producers of ionic and non-ionic surfactants and specialty products. What are surfactants you ask?      Well, surf...
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