9/16/26
Pasupati Acrylon (PASUPTAC.BO) Thesis Pasupati Acrylon: the story is balanced — Crude oil and acrylonitrile feedstock prices - primary raw material cost driver affecting gross margins
What Moves the Stock 01 Crude oil and acrylonitrile feedstock prices - primary raw material cost driver affecting gross margins 02 Cotton price parity - acrylic fiber competes with cotton in many applications, so relative pricing determines demand 03 Domestic textile demand in India - driven by apparel consumption and government textile promotion schemes 04 Export market access and competitiveness - particularly to markets like Bangladesh, Vietnam, and Turkey 05 Capacity utilization rates at new production facilities - critical for realizing returns on $1.0B capex 06 Acrylic fiber production (estimated 50-60% of revenue) - synthetic fiber manufacturing for textile applications 07 Yarn manufacturing and processing (estimated 30-40%) - converting fibers into finished yarns for garment makers 08 Trading and ancillary products (estimated 5-10%) - raw material trading and by-products 38.5 49.1 60 70 81 68.09 PASUPTAC.BO Daily 68.09 Apr '26 Jun '26 Jul '26 Sep '26
My Notes value with growth optionality - The 0.5x price/sales and 6.1x EV/EBITDA multiples suggest value orientation… Moderate sensitivity through multiple channels. Watch on earnings: Brent crude oil prices (BZUSD) - proxy for acrylonitrile feedstock costs, Cotton futures prices (CTUSX) - determines competitive positioning of acrylic fiber, Indian rupee exchange rate (DEXCHUS as proxy for USD strength) - affects export competitiveness. One Sentence Summary: Pasupati Acrylon: the story is balanced — crude oil and acrylonitrile feedstock prices - primary raw material cost driver affecting gross margins.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
