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In this video, we analyse Alkyl Amines business from scratch and we answer questions such as:
🧪 What are Amines?
🧪 What is the application of Amines?
🧪 Where are Amines used?
🧪 Major players of Amines in India.
🧪 Who are the customers of Alkyl?
🧪 Why is it a duopoly?
🧪 Entry Barriers in the industry.
🧪 Major Sources of Risk today.
🧪 Future Capex plans.
🧪 Valuation.

Do check the inflated margins and ROCE number in the google sheet:
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To understand more, do watch the Peter Lynch video 🎥:
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Business Analysis - Alkyl Amines Chemicals Ltd

Time Stamps:
🧪 Intro: (0:00)
🧪 Industry Analysis: (0:58)
🧪 Business Analysis: (2:56)
🧪 Sources of Risk: (9:27)
🧪 Valuation: (13:11)

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📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

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