Export of 29142922 SYNTHETIC CAMPHOR from India
| Year | Amount in INR Lacs | Qty in 1000 KGS / MT | Average Realisation |
|---|---|---|---|
| 2015-2016 | 681.65 | 118.09 | 577.2292319 |
| 2016-2017 | 648.37 | 108.18 | 599.3436864 |
| 2017-2018 | 2752.61 | 455.85 | 603.8411758 |
| 2018-2019 | 16366.20 | 1811.99 | 903.2169052 |
| April 2019 | 1,126.74 | 120.95 | 931.575031 |
Average export realisations are in the 850-950 range which is very healthy for exporters.
Import of 29142922 SYNTHETIC CAMPHOR to India
| Year | Amount in INR Lacs | Qty in 1000 KGS / MT | Average Realisation |
|---|---|---|---|
| 2015-2016 | 6,252.53 | 2,986.78 | 209.340159 |
| 2016-2017 | 6,343.78 | 2,932.61 | 216.3185695 |
| 2017-2018 | 5,228.59 | 1,637.06 | 319.3890267 |
| 2018-2019 | 1,856.00 | 342.01 | 542.6741908 |
Overall macro scenario looks optimistic for the industry. The company too has been moving in the right directions with the buyback + token dividend + fmcg foray. Key things to watch out for:
(1) Price trends
(2) They need to continue to show patience for the FMCG division. Starting an Instagram or Amazon campaign is easy - key is to keep the hard work going even without immediate results.
(3) Annual Report - it’ll be interesting to see if they provide segment wise numbers. Also, more clarity on business performance by the management would help gauge if our analysis is in the right track.