Indo Amines Ltd

- The company plans a capex of around Rs. 30 crore for the current financial year (FY20). - Funding for this capex will be through a mix of debt and internal accruals. - Approximately 75% of the funding is expected to come from debt, and 25% from internal accruals. - The consolidated debt is anticipated to reach around Rs. 150 crore this year. - There is no specific mention of new equity fundraising in the provided information. - The focus appears to be on maintaining a balance between debt and internal funds to support growth and expansion plans.

- Current FY20 capex plan is around Rs. 30 crore, which includes both debottlenecking and maintenance. - Last year, Rs. 28 crore capex was done to help debottleneck plant processes and increase capacity by approximately 25-30%. - An ongoing client-specific capex project (fine chemicals/pharmaceutical intermediates) is underway, with initial civil works partly completed; full project starting early 2020. - The new Dhule facility investment is in progress, with civil work partly done; expected to start operations in Q1 of next year and further expand new business opportunities. - Future capex is expected to continue roughly at Rs. 30 crore annually to support growth and capacity expansions. - Funding for the capex will be through a mix of debt (approx. 75%) and internal accruals (approx. 25%).

- The company targets around 20% growth in sales/revenue for the current and coming years. - Volume growth is expected around 25-30%, contributing significantly to overall sales growth. - Export sales aim to cross over 50-55% of total sales, with efforts to increase the number of countries served from about 50 to 70. - The company focuses on both fine chemicals and specialty chemicals segments, investing and balancing sales growth in both. - Market conditions are generally positive, though global volatility (e.g., US-China tensions) is monitored. - Capacity utilization was around 60% in the last quarter, with plans for new facility expansions, such as the Dhule facility opening next year. - Continuous investment in capacity and operations is planned, with approximately Rs. 30 crore capex yearly to support growth. - The company is aggressively increasing market share within existing and new markets.

- Revenue growth expected around 20% for FY20, continuing strong upward trend (Page 13). - Profit growth projected between 20-30% for FY20, aligned with revenue growth (Page 13). - EPS improvement expected alongside revenue and profit growth; EPS rose from 4 to 7.4 in recent years (Page 17). - EBITDA margins targeted to improve to 12-13% with operational efficiencies and product mix optimization (Page 12). - Market conditions and global volatility recognized but optimism remains for sustained growth in exports and domestic sales (Pages 10, 12, 16). - Capex of ~Rs.30 crore planned annually to expand capacity, supporting top-line and margin growth (Pages 15, 16). - Company aims for sustainable expansion by increasing market share and launching new products (Pages 10, 17).

- The company is targeting a reasonably high order book growth, aiming for a 20% upside in the near term. - In the last quarter, the indication was for an order book close to Rs. 125 crore to Rs. 150 crore for Q4. - The company cannot give a direct order book number but affirms a 20% upside is possible. - They expect the new Dhule facility to start in the first quarter of the next year, which may impact pending orders and capacity. - Overall, the order book outlook is positive with growth expectations around 20%.