Source: Ravi Padmanabhan’s Presentation in TIA on 21 Jan, 2018
Category: Observations
Source: Amit Kumar Gupta
Categories
GNFC Shareholders: Time for caution?
GNFC is the largest producer of Toulene Di-Isocyanate (TDI) in India with a production capacity of 65,000 tonnes per annum
As TDI prices have soared, so has the Company’s revenues and profits resulting in the stock price increasing by 5x in the last two years.
Conversely,consumers of TDI have borne the brunt of the price increase.
Now as the conference call transcripts of Sheela Foam indicates, a relief for them is around the corner.