CAMLIN FINE SCIENCES LTD. CMP 87.00

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by ritesh mehta, Oct 6, 2016.

  1. ritesh mehta

    ritesh mehta New Member

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    CAMLIN FINE SCIENCES LTD.

    a company which is in the chemical sector food, petfood and animal nutrition sectors as well as flavours, fragrances, dyes, pigments, biodiesel, petrochemicals, agrochemicals, pharmaceuticals, cosmetics, textile and tanning industries.


    good financial performance from last many years

    https://www.screener.in/company/CAMLINFINE/consolidated

    as company gets in to many venture during the year-2015-16
    HIGHLIGHTS FY2015-16
    1. Started its operations in Central America with the launch of CFS Antioxidantes De Mexico, S.A. de C.V., a 100% subsidiary of CFS.

    2. Launched CFS North America, LLC, a 100% owned subsidiary of CFS for manufacturing and selling of customised antioxidant blends.

    3. CFS do Brasil plant is under construction for its expansion into dry blending facility for the petfood and animal nutrition industry which will start its operations from Q1 FY2017.

    4.Forward integrated to development of blends to cater to the needs of local markets.

    5.The Company has augmented its sales team in Europe to reach out to its customers in different parts of the world.

    6.Launched Evanil, ethyl vanillin for food and bakery industry.

    7.Launched and began commercialisation of 4-MAP in Q4 FY2015. 4-MAP is used as a chemical intermediate in manufacturing of cosmetic additives like Avobenzone, resins & flavouring agents and in bulk pharmaceuticals. Production has commenced in Q1 FY2016 and the product trials are being conducted.

    HIGHLIGHTS POST FY2015-16 CLOSING
    8.Our subsidiary CFS Antioxidantes De Mexico S.A. De C.V., Mexico has acquired 65% stake in Dresen Química S.A.P.I De C.V., Mexico along with its group companies and subsidiaries.

    9. CFS International Trading (Shanghai) Ltd., a registered office in China was set up for improving stock and sales or sales and distribution of our product portfolio, as China is one of the key focus market.

    10. most important and awaited clearance
    Grant of Environmental Clearance for the proposed facility at Dahej SEZ, Gujarat.
    Camlin Fine Sciences Ltd has informed BSE that the State Level Environment Impact Assessment Authority, Gujarat at its meeting held on July 16, 2016 has granted the environmental clearance to the Company for setting up a manufacturing facility for Hydroquinone/ Catechol and its down-stream products at Dahej Sez, Bharuch District, Gujarat.

    The said environmental clearance was granted with all the conditions recommended by the State Level Expert Appraisal Committee.


    MANAGING DIRECTOR’S MESSAGE
    is shows its confidence in future business of company its snapshot of annual report managing directors message.

    Over the last few years, we have been strategically focussing on integration.
    Let me take you through our integration journey briefly:
    • we started with backward integration in 2011 with CFS Europe, our Diphenol plant at Ravenna Italy.
    • We have vertically integrated our downstream products like TBHQ, BHA, 4-TBC, Guaiacol, etc. to ensure the stability of our products, their supply, quality assurance, traceability, transparency and their provision at the most competitive price.
    • We then started on our forward integration journey to get closer to our customers, by offering them customised solutions and opening our sales and marketing offices in markets like North, Central and South America, and in Asia.
    • Today, we stand on a firm footing as the integration journey is progressing.
    • We are poised and prepared to unlock new possibilities and potential as we straddle the entire value chain – from manufacturing to marketing. With the global population touching nearly 7.4 billion, the potential for expansion and growth is unprecedented.
    • CFS is geared to capitalise on this huge opportunity and reach out and touch lives of people all over the world.
    • Pet and farm animals is another market where we are poised to expand strongly in the future. Shelf Life Solutions, we believe, is a very promising space.
    • We are focussed to be wherever there’s a need for Shelf Life Solutions, no matter how challenging the path.
    • We expanded our Shelf Life Solution business with forward integration into antioxidant blends.
    • We are expanding our global reach to address the pet food and animal nutrition markets in different geographies.
    • We believe in closely working with our customers with the aim to provide easy access, enhanced timely delivery and offer cost-effectiveness through superior output of our products and services.
    • We set up CFS North America, LLC, a 100% owned subsidiary of Camlin Fine Sciences Ltd., to focus on the development, manufacturing and selling of customised antioxidant blends to the food, petfood and animal feed industries In January 2016, we started our operations in Central America with the launch of CFS Antioxidantes De Mexico, S.A. de C.V., a 100% subsidiary of Camlin Fine Sciences Ltd.
    • To further strengthen our presence and reach to our customers in Central America, we acquired 65% stake in Dresen Química S.A.P.I de C.V, a leading food and feed blend company in Mexico One of the key highlights of this year is our partnership with Dresen, a leading blend company catering to pet food and animal nutrition industry. In addition to antioxidant products, Dresen also has many products in its portfolio which we will now be able to offer to our existing and new clients Our subsidiary in Brazil established in 2013-14, continues to channelise its resources and expertise in developing antioxidant blends and catering to the food, pet food and animal nutrition industries With this, we have covered the length and breadth of American continents to serve them better, To strengthen our foothold in China, we are in the process of setting up a 100% subsidiary company which should commence from mid next year With the world moving towards natural sources, we introduced a range of natural antioxidants under the brand name ‘NaSure’ - plant-based extracts like Rosemary extract, Green tea extract and Natural Tocopherols.
    • We will leverage every opportunity in the antioxidant segment by bringing in tailormade blends with applications in fats and oils, fried snack foods, bakery, confectionery and dairy products. With the addition of the blends, the customers would not only have complete traceability from raw material to finished product, but also better control over their product basket.
    • We are in the process of setting up operations in European Union (EU) to focus on developing customised blends for food, petfood and animal nutrition industries.
    • Our Performance Chemicals division introduced new products during the year. We continue to focus on deeper market penetration by adding distribution channels in newer geographies.
    • We will be setting up a distribution hub in China and plan to enter into other key markets like North and Latin America. Our vision is to become a major Diphenol supplier in the world and our Dahej project is underway to make this a reality.
    • We are awaiting environmental clearance to begin execution of Dahej project. We would further build on our strength of Diphenols by expanding our portfolio with newer Hydroquinone and Catechol derivatives.
    • In our manufacturing facilities, we have successfully implemented process improvement measures for Hydroquinone and Catechol in Italy and in Tarapur to optimise cost and capacities. This has also given a boost to Guaiacol capacity this year.
    • Our Aroma Ingredients business is at a nascent stage. This year, we have introduced Evanil, a potent form of vanillin. We are also developing vanillin blends to widen the application for bakery and dairy applications.
    • At CFS, we have been consistently investing in augmenting our capabilities and competencies by expanding our reach and presence, building our sales teams and enhancing our innovation and research & development strength.
    • The Company’s Shelf Life Solutions Development, Testing and Applications Laboratory at its head office has begun its operations in full swing. This Centralised laboratory of CFS is equipped to provide technical expertise and support to the various CFS application laboratories located globally for developing formulations and blends to cater to the food, petfood and animal nutrition industries.
    the company has raised money throw QIP just few days back which also shows the growth in business.

    Camlin Fine Sciences Ltd has informed BSE that the QIP Committee of the Company at its meeting held on July 05, 2016, approved the issue and allotment of Equity Shares of face value Re. 1 each to eligible qualified institutional buyers at the issue price of Rs. 85.40 per Equity Share, aggregating to Rs. 55,67,65,300 (Rupees Fifty Five Crores Sixty Seven Lacs Sixty Five Thousand Three Hundred Only).



    the company has done so many things in last year only i think the results of which we can see in next coming months as its results of q2,q3,q4 can show significant impact on its profit and its revenue.

    i think all this steps which management has taken are very encouraging which shows that what future growth they are looking in future. its worth buying at this level as the whole chemical industry is now coming out of roofs the only 3 or 5 company which are not perform till now. now it shows some movement in stock price which shows some big investors are coming.


    thanks
     
    krish123 and Faisal like this.
  2. ritesh mehta

    ritesh mehta New Member

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  3. saturn

    saturn Member

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    Camlin on the march the last couple of days....
     
    Srouta Mukherjee likes this.
  4. ritesh mehta

    ritesh mehta New Member

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    party has just started
    look at last today volume in both exchange
     
    Srouta Mukherjee likes this.
  5. ritesh mehta

    ritesh mehta New Member

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    party has just started
    look at last today volume in both exchange camlin.jpg
     
    Srouta Mukherjee likes this.
  6. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    I made big blunder of selling my holding three days ago of Camlin Fine Science because stock was going down only. After I sold stock is shooting up. Feeling very bad about it :(
     
  7. krish123

    krish123 Member

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    by reading your report i m holding 30 shares @ 92.70 from last year
     
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