TDI a huge Opportunity – GNFC

👉We had Suggested this stock @ 369 on 9th Oct 2017 & After that within 40 Days stock made a high of 548.Giving almost 45% Returns.

👉Now Again stock is Giving opportunity.

*Teen ka Dum*
👉Fertlizer + Chemical + Soon can be FMCG player.
👉Stock Name – GNFC
👉Cmp – 480
👉Market Cap – 7475 cr
👉Book Value – 244
👉Face Value – 10
👉Dividend ~ 50% of Face Value
👉Eps -35
👉Expected Target – 600/700/Good Returns+++

👉GNFC deals in Fertlizer,Chemical & Cattle fees.
👉Main Products Of Company are Formic Acid,Acetic Acid,Toulene Di-isocynate (TDI), Di Nitro Toulene (DNT) , Synthesis Gas , Amnonia , Urea, MSU , Ammonium Nitro Phosphate ,Calcium Ammonium Nitrite and Many More.
👉Huge Demand of Above products.👉There has been huge Rise in TDI Chemical Price in International Market.($4000-$4600 from $2500-$3000)/Ton.
👉Company is Reducing Debt from last many Qtrs.We Expect Company to become Debt Free Soon.
👉Last Qtr Fertlizer Sector had Revenues close to 500 cr & Chemical other products sum up close to 1000 cr.
👉So we feel soon Company would transform into chemical play also.And it can get Re- Rated soon.
👉Company is also expanding in FMCG sector by Launching its Neem based products.Already started Neem oil plant. Have Tie up with Big Super stores.
👉ICRA & CRISIL have Given uptick to There Credit Ratings.
👉Market Leader in TDI & Exports in more than 65 countries.

👉Domestic Share of TDI to Improve from currently 50% to 70% by March 2018

👉Waste by Product from TDI plant (Hydrochloric Acid) is now used to manufacture Di Calcium Phosphate as Raw material.

👉Di Calcium phosphate plant is useto Feed Cattle.Extra Edge for Company.
👉Company has Targets Of 500 cr Revenues Generation From it’s Neem oil plant Nxt year.
👉We Expect Company to do much better in nxt two year,
Our Estimated eps fy18 – Rs.40
👉We see Good Momentum in this Stock for nxt 12 months and can be Much bigger company.

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