Damani Aur Kacholia Ka Naya Move: VST Industries Yield Ke Liye, Fineotex Chemicals Growth Ke Liye!

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AuthorAnanya Iyer|Published at:
Damani Aur Kacholia Ka Naya Move: VST Industries Yield Ke Liye, Fineotex Chemicals Growth Ke Liye!
Overview

Yaar, abhi market mein sabka dhyan 'debt-free' companies par hai kyuki interest rates badh gaye hain. Aur apne do bade investors, Radhakishan Damani aur Ashish Kacholia bhi isi trend ko follow kar rahe hain. Damani sahab ne VST Industries ko pakda hai, jo accha dividend deti hai, jabki Kacholia ji Fineotex Chemicals mein tezi se hone wali growth par nazar rakhe hue hain.

Pehle baat karte hain VST Industries ki, jahan Radhakishan Damani sahab ka focus hai steady returns aur dividend yield par. Yeh company bilkul debt-free hai, jo aaj kal ke high interest rate wale mahol mein bohot bada plus point hai. VST lagbhag 4.5% ka dividend yield de rahi hai, jo industry median se kaafi zyada hai.

Lekin, VST ka operational performance bohot smooth nahi hai. FY25 mein inki sales 1.60% tak kam ho gayi aur March 2025 ko khatam hone wale saal mein revenue 4.5% gir gaya. Puraane paanch saal mein EBITDA bhi ₹415 crore se gir kar ₹279 crore ho gaya hai, aur net profit bhi ya toh stable hain ya kam ho rahe hain. VST Industries ka market cap lagbhag ₹3,709 crore hai aur iska P/E ratio 16-17x ke aas-paas hai. Stock price bhi apne 52-week low ke paas chal raha hai. Damani sahab toh December 2024 mein VST ki chairmanship ko lekar BAT nominee ke khilaaf bhi gaye the, jo management ki direction par sawal khade karta hai.

Ab aate hain Ashish Kacholia ji ki choice par, jo hai Fineotex Chemicals. Kacholia ji ki strategy growth par hai, aur Fineotex bhi debt-free hai. Is company ne FY20 se FY25 ke beech sales mein 22%, EBITDA mein 29%, aur net profits mein 40% ka zabardast CAGR maintain kiya hai, jisme ROCE 23.8% hai.

Fineotex sirf textile chemicals tak hi nahi ruk raha. December 9, 2025 ko inhone US-based CrudeChem Technologies Group ka controlling stake le liya. Isse woh high-margin oilfield chemicals sector mein enter kar rahe hain, jo unki revenue streams ko aur diversify karega. Fineotex ka market cap lagbhag ₹2,528 crore hai aur P/E 26x ke aas-paas hai. Analysts ko is stock mein 'Buy' rating ke saath kaafi upside dikh raha hai. Stock March 2021 se ab tak triple ho gaya hai, haalanki abhi 52-week low ke paas hai. Indian specialty chemicals sector ki growth bhi kaafi tezi se ho rahi hai, jo iske liye positive hai.

VST Industries ke liye sales aur EBITDA mein girawat ek badi challenge hai. Fineotex Chemicals ko naye acquisition ko successfully integrate karna hoga aur apni growth speed ko maintain karna hoga. Thode margin compression ki concerns bhi hain, jisse lagta hai ki kya growth peak ho gaya hai.

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