Professional
Added to YB: 2024-11-01
Pitch date: 2024-09-30
DCW.NS [bullish]
DCW Limited
-34.46%
current return
Author Info
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Company Info
DCW Limited engages in the manufacture and sale of heavy chemical products in India. It offers specialty chemicals, including chlorinated poly vinyl chloride, synthetic iron oxide pigment, and synthetic rutile; intermediate chemicals comprising sodium bicarbonate, hydrochloric acid, liquid chlorine, trichloroethylene, perchloroethylene, ferric chloride, sodium hypochlorite, and ammonium bicarbonate; and commodity chemicals, such as soda ash, caustic soda, and poly vinyl chloride.
Market Cap
INR 27.2B
Pitch Price
INR 93.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.68
P/E
219.52
EV/Sales
1.55
Sector
Chemicals
Category
growth
Baron India Fund New Position: DCW Limited
DCW.NS: Leading Indian PVC/caustic soda maker pivoting to high-margin specialty chemicals. Benefiting from anti-dumping duties on C-PVC imports. Specialty mix to grow from 20% to 50%+ of sales in 5 years, driving re-rating. Expect 30%+ earnings CAGR over 2-3 years. Expanding capacity in attractive-margin products.
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