Passionate about Equity investments. Always humbled by market. Tweets and Views are for education purpose only. Not to be construed as otherwise.
L&T Infotech Management: “We are witnessing strong demand and are rapidly scaling up on the supply-side with our headcount up 31% year on year.”
HDFC Bank Mgt in Concall: Economic activity moved to pre-covid levels in Aug, and has moved up consistently from there too.
Ami Organics’ listed peers are Aarti Industries Ltd., Hikal Ltd., Valiant Organics Ltd., Vinati Organics Ltd., Neuland Laboratories Ltd. and Atul Ltd.
Aarti Ind earlier demerged Home & Personal Care business in 2018 into Aarti Surfactants which itself has become a multibagger for investors.
KTAs from Tata Steel concall: 1. Structurally seeing a different kind of global market where profitability is getting decoupled to China 2. While steel prices remain robust, cost of RM moved up. 3. Chinese mills are less likely to reduce prices due to higher coal cost. 1/n
Peer Comparison between Devyani International and other similar franchisees
Peer comparison between Krsnaa Diagnostics and other listed ones.
Glenmark Life sciences IPO: 1. At offer price, this stock is valued at a PE of 25x 2. Co enjoys: a) leadership in select high value & non-commoditized APIs (in Chronic Therapeutic areas), b) strong market share in select specialised APIs, 1/n
Much awaited announcement from Allcargo Logistics on delisting
Laurus CEO at AGM on their Vision for next 5 years: Laurus labs will become *fully diversified pharma company* not depending on one division for significant revenue contribution while maintaining leadership position in making ARVs.
Leaving the investment merits of Zomato IPO aside, one can be sure that the Indian Startup Ecosystem has come really far. Really exciting to all those in the entire startup ecosystem 🎉�
L&T Owns 74.25% stake in LTI - Value of stake is Rs.52K Cr. L&T Owns 74.25% stake in LTTS - Value is Rs.22k Cr. L&T Owns 61% stake in Mindtree - Value is Rs.25k Cr. L&T, a visionary management, could generate 1L cr wealth in the shortest possible time 👍
Big news for Natco Pharma and its shareholders !
Which stock in your portfolio trading at New Highs / All-time Highs despite Nifty doing Yo-Yo ?
Chairman, Borosil Renewables: Demand for solar energy is just simply unlimited. Imagine all the cars in the world going electric, then the users set up their own little solar roof to power the battery in the night just like they do for mobile phones.
Great way to use Strong Cash Flows. When you cannot reinvest it into business at same IRR, you use it to deleverage & buliding brands. Radico Khaitan
Mindtree announced good nos. Their stand-out perfo. is OPM — EBITDA margin showed sequential jump of 350 bps to 23.1%. Deal win momentum too is decent. Mgt is confident about the pipeline as well. At 21x FY22e, stock is valued at discount Vs its large and medium size peers
Listen to Mr Satyanarayana Chava on the prospects of Laurus labs for Q4 and Beyond. A must listen for everyone. Must listen too for those who mocked the co bagging accolades for corporate governance.
15 years of journey of Laurus labs so far:
At IPO price, Co's market cap is Rs. 1,253 crore and stock is valued at P/E of 20x and Price/sales multiple of < 2x, based on FY21E earnings. These valuations are at a significant discount to listed peers like TTK Prestige and Hawkins. Turnaround in operations appear sustainable