Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity

CK Jain latest interview in CNBC

Key Points:

1. Key projects (grain processing, desi liquor )completion by Q1 2016. Starch processing, Sorbitol capacity expansion to completed by 2017 March and company plans to deploy 150 crore for the same.
2. Grain processing plant in UP started contribution to sales from Q2.
3. Ability to pass on raw material price hike to customers in next quarter (HUL,Dabur,Coalgate etc.)
4. Sorbitol domestic consumption estimated growth is 10% where as less margins for exports.
   plans to increase the sorbitol capacity expansion 20% by 2017.
5. Paper plants has to adopt onsite ppc plant for reducing the cost and ease of maintenance, either today or 2 years down in the line. GPL is the only company to do so in India.
6. Aim to reach 800+ crore sales by 2018 March, considering immense market potential in PCC, Sorbitol, Liquor and other business.