Hi, after a month’s gap, we are back with not just a company but with an emerging Industry itself. The industry we are going to explore is cleanrooms. The combined current Market Capitalisation of the Industry is around ₹800 Cr only (including 3 listed companies).
Let’s start by knowing the most basic questions –
What are cleanrooms?
A cleanroom is an engineered environment designed space where the air is kept super clean by using filters, smooth surfaces, and strict entry rules. They’re used in places where even tiny particles like dust or germs can mess things up, such as in semiconductor manufacturing, pharma labs, biotech research, or even nuclear and aerospace facilities.
Why are cleanrooms required?
Some Industries need to maintain a certain level of cleanliness to operate, and thus they need to rely on cleanrooms. Some examples:
- Pharmaceuticals
- Healthcare
- Biotechnology
- Semiconductor
- Precision Manufacturing
- Aerospace and Defence
Why are we studying this now?
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See you next time.
Until then… Stay Prudent!
Disclaimer: This article is provided for informational purposes only and should not be considered as an investment advice
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Is there projection given by Beardsell for expansion into clean rooms ? Apart from margin of safety in terms of future projections compared to HVAX is Beardsell expected to grow better?
Beardsell is not into end to end cleanrooms solution provider. Surely, HVAX and Fabtech may grow faster than Beardsell but see the valuations. We feel Beardsell is super undervalued at this level and any signs of growth can re-rate the company faster than the other two.
Disc: No buy/sell reco by any means.