Q1FY22

RESULT
UPDATE
TO UNDERSTAND IS TO KNOW WHAT TO DO

School of Intrinsic Compounding

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Please consult your financial advisor before acting on it.
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School of Intrinsic Compounding

 BUSINESS EARNINGS
MOMENTUM MOMENTUM

HIGH
PRICE/VOLUME
ACTION CREDIBLE
MANAGMENT

ROCE
EXPANSION LOLLAPALOOZA
EFFECT IN 10 BAGGERS
TAILWINDS
EMERGING
NARRATIVE

School of Intrinsic Compounding

 PI INDUSTRIES
PI INDUSTRIES
SOIC RESULT UPDATE Q1FY22

School of Intrinsic Compounding

 PI INDUSTRIES

PI INDUSTRIES
ACQUISITION OF
IND SWIFT LABS

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

School of Intrinsic Compounding

 LAURUS LABS
Q1FY22 BUSINESS UPDATES

LAURUS SYNTHESIS REVENUE GROWTH

(IN CRORES)
600
521

400 385

294

194
200 161

101

0
2016 2017 2018 2019 2020 2021
School of Intrinsic Compounding
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

SALES
(IN CRORES)
2,000

1,526
1,500

1,051 1,056
1,000

500

0
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

EBIT MARGINS
30%
30%
27%
24%

20%

10%

0%
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

PHENOLICS SALES
(IN RS CRORES)
999
1,000

750

501
500

331

250

0
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

PHENOLICS EBIT MARGINS

30% 29%

21%
20%

12%
10%

0%
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

BASIC CHEMICALS SALES

(IN RS CRORES)

249
250
229

200

153
150

100

50

0
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

BASIC CHEMICALS EBIT MARGINS

30% 29%

21%
20%

12%
10%

0%
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

FINE & SPECIALITY CHEMICALS SALES

(IN RS CRORES)

250

207
200

150 140
116
100

50

0
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

FINE & SPECIALITY CHEMICALS EBIT MARGINS

50%
45%

40%

33%
30%
24%

20%

10%

0%
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

PERFORMANCE PRODUCTS SALES

(IN RS CRORES)

250
226

200

150

100 93

54
50

0
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
 DEEPAK NITRITE
SOIC RESULT UPDATE Q1FY22

PERFORMANCE PRODUCTS EBIT MARGINS

60% 58%

40%

20%
12%

2%
0%
School of Intrinsic Compounding
Q1FY20 Q1FY21 Q1FY22
SEEKING WISDOM IN THE INDIAN STOCK MARKET

School of Intrinsic Compounding
 INVESTING MADE SIMPLE

SOIC FINANCIAL SOIC 100+ SOIC VALUATION

STATEMENT ANALYSIS CASE STUDIES BASED SCENARIOS

SOIC SOIC MASTERCLASS SOIC

FORENSIC ANALYSIS ON MOATS FRAMEWORKS

School of Intrinsic Compounding
SEEKING WISDOM IN THE INDIAN STOCK MARKET

School of Intrinsic Compounding
 INVESTING MADE SIMPLE

SOIC BANKING SOIC CHEMICAL SOIC PLATFORM

SECTOR WEBINAR SECTOR WEBINAR BUSINESS WEBINAR

SOIC API SOIC SHRIMP SOIC MAIZE

SECTOR WEBINAR INDUSTRY WEBINAR INDUSTRY WEBINAR

School of Intrinsic Compounding
 INVESTING MADE SIMPLE

SOIC BANKING SOIC CHEMICAL SOIC PLATFORM

SECTOR WEBINAR SECTOR WEBINAR BUSINESS WEBINAR

SOIC API SOIC SHRIMP SOIC MAIZE

SECTOR WEBINAR INDUSTRY WEBINAR INDUSTRY WEBINAR

School of Intrinsic Compounding
CONTINUOUS CLASSES

School of Intrinsic Compounding
School of Intrinsic Compounding
UNDERSTANDING THE INSURANCE LANDSCAPE
SIMPLIFYING A COMPLEX SECTOR

GENERAL INSURANCE & MULTIPLE

PROXIES AVAILABLE:
COVERED BY SAURABH KUMAR
(SCIENTIFIC INVESTING)
ON 29TH AUGUST FROM 1PM ONWARDS

LIFE INSURANCE & POLICYBAZAAR

COVERED BY ISHMOHIT ARORA ON
5TH SEPTEMBER

School of Intrinsic Compounding
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