#MyStockMyStory
My Stock Story with Himadri Specialty Chemical Ltd (HSCL)
I invested in Himadri Specialty Chemical Ltd on 25th January 2022 when it was trading at ** level. My process was straightforward—I started with technical analysis and noticed a strong potential entry point. When the stock doubled, I delved deeper into its fundamentals. Himadri stood out due to its turnaround story and entry into high-growth segments like battery anode materials.
Himadri’s leadership in coal tar pitch and specialty chemicals gave it a strong foundation. What else boost my confidence was the promoter buying activity—a sign of their belief in the company’s growth potential.
Himadri is positioned to capitalize on India’s renewable energy and electric vehicle revolution. Investments in anode materials for lithium-ion batteries and expansion of its carbon black line underline its commitment to forward-looking sectors.
My strategy is simple: I avoid target price and focus on tracking the company’s performance. If it posts three poor quarters without valid reasons, I exit partially. Otherwise, I stay invested and monitor its growth trajectory.
Additional Details
The Good
Turnaround Performance: The company rebounded strongly after a weaker quarter.
Market Leadership: Himadri leads in coal tar pitch and specialty chemicals.
Carbon black capacity will drive future growth.
Promoter Confidence: Promoter buying reflects strong belief in long-term growth.
The Risks
Core Segment Slowdown: Any challenges in coal tar pitch or carbon black execution could affect growth.
External Factors: Raw material price volatility and government policies could impact profitability.
Future Outlook
Himadri’s entry into the lithium-ion battery segment is a game-changer, positioning it in one of the decade’s hottest sectors. The company’s new 70,000 MTPA carbon black line (Q3FY26) and the upcoming LFP cathode active material plant (Q3FY27) highlight its focus on growth-centric industries.
Exit Strategy
3 Consecutive Poor Quarters: Exit 75% of holdings if no valid reason is found.
Reversal Opportunity: Hold the remaining 25% if signs of recovery appear.
Himadri remains a strong long-term bet for me, balancing fundamentals, innovation, and strategic vision.
Disclaimer: This is my personal story and not financial advice.
Follow my market views on https://front.page/@narayant
My Stock Story with Himadri Specialty Chemical Ltd (HSCL)
I invested in Himadri Specialty Chemical Ltd on 25th January 2022 when it was trading at ** level. My process was straightforward—I started with technical analysis and noticed a strong potential entry point. When the stock doubled, I delved deeper into its fundamentals. Himadri stood out due to its turnaround story and entry into high-growth segments like battery anode materials.
Himadri’s leadership in coal tar pitch and specialty chemicals gave it a strong foundation. What else boost my confidence was the promoter buying activity—a sign of their belief in the company’s growth potential.
Himadri is positioned to capitalize on India’s renewable energy and electric vehicle revolution. Investments in anode materials for lithium-ion batteries and expansion of its carbon black line underline its commitment to forward-looking sectors.
My strategy is simple: I avoid target price and focus on tracking the company’s performance. If it posts three poor quarters without valid reasons, I exit partially. Otherwise, I stay invested and monitor its growth trajectory.
Additional Details
The Good
Turnaround Performance: The company rebounded strongly after a weaker quarter.
Market Leadership: Himadri leads in coal tar pitch and specialty chemicals.
Carbon black capacity will drive future growth.
Promoter Confidence: Promoter buying reflects strong belief in long-term growth.
The Risks
Core Segment Slowdown: Any challenges in coal tar pitch or carbon black execution could affect growth.
External Factors: Raw material price volatility and government policies could impact profitability.
Future Outlook
Himadri’s entry into the lithium-ion battery segment is a game-changer, positioning it in one of the decade’s hottest sectors. The company’s new 70,000 MTPA carbon black line (Q3FY26) and the upcoming LFP cathode active material plant (Q3FY27) highlight its focus on growth-centric industries.
Exit Strategy
3 Consecutive Poor Quarters: Exit 75% of holdings if no valid reason is found.
Reversal Opportunity: Hold the remaining 25% if signs of recovery appear.
Himadri remains a strong long-term bet for me, balancing fundamentals, innovation, and strategic vision.
Disclaimer: This is my personal story and not financial advice.
Follow my market views on https://front.page/@narayant