Sterling and Wilson Renewable Energy has secured a substantial order worth over INR 550 crores for a 400 MW solar power project in Rajasthan. The scope of work includes engineering, design, construction, and the establishment of a 33/220 kV switchyard.
Posts in category Value Pickr
TCS opportunity (12-08-2024)
TCS has successfully implemented a significant digital transformation project for Croma, India’s leading electronics retailer.
By deploying its AI-powered commerce platform, TCS OmniStore™, the IT giant has enabled a seamless omnichannel shopping experience with 100% in-store mobile checkout.
National Building Construction Corporation (NBCC) (12-08-2024)
NBCC (India) Limited has secured new contracts valued at approximately Rs. 720 crores. The larger project involves the development of two land parcels in Jhansi on a self-sustainable basis for the Jhansi Development Authority. This contract, worth around Rs. 710 crores, represents the bulk of the new business. A smaller, Rs. 9.97 crore contract for the construction of a new building in Hyderabad for the Institute of Company Secretaries of India
Orchid Pharma Ltd (12-08-2024)
Orchid Pharma Forms Orchid AMS | NDTV Profit (youtube.com)
Interview with the CEO, Rajnish Rohtagi.
- Expects 250-300 Cr in the new division in next 2-3 years. This roughly provides us a 10-12k crores addressable market (injectables not oral: ICU, hospital wards), and we are targeting a 3000 cr market, this translates to a 10% market share.
- Sales to begin in next 2-3 Months in this division.
- The division will primarily focus on injectable antibiotics used in hospitals, avoiding the crowded oral tablet market.
- Sales will come from a wide range of Antibiotics.
- The division plans to launch over 30 antibiotic molecules within the next 60 days.
- Cefiderocol will be launched within the next 1 year – will be the only distributor for it with in India & also be manufacturer/supplier to the sponsor, GARDP.
- Antibiotics is a hypercompetitive space, but Orchid wants to differentiate itself through a wide product range and addressing AMR in collaboration with hospitals.
NOCIL Limited ~ One-Stop-Shop for Rubber Chemicals in India (12-08-2024)
yes… better to exit… even cash flows are coming down
Caplin Point Laboratories (12-08-2024)
I would advise caution against such lists – specially Forbes, which is known for including people and companies in such lists for a price. Their 30 under 30 list is full of names who turned out be frauds.
Hindustan Foods (12-08-2024)
Looks like an interesting stock to cover. Any views on the above-shared Analysis are welcomed. Tomorrow is the date for Quarterly results.
Ranvir’s Portfolio (12-08-2024)
There is a complete thread on Wockhardt Ltd on this forum … listing out their innovation achievements, their future potential and innovation pipeline. I recommend u to read through it
On RPG Life – its a clean, high return ratios, non complicated – India focussed formulations business. India focussed formulations business ( if the execution is good ) generate free cash and return ratios like FMCG companies but are available at almost half the valuations. That’s why, I am always inclined / temped to buy into these companies. Others include – JB Chemicals, Alkem Labs, Eris Lifesciences, Mankind Pharma. I keep monitoring their performance on a Qtly basis. And I am generally inclined to buy them ( and sometimes trade in them ) whenever the Mkt corrects
Regards
Smartlink — Cash for free (12-08-2024)
Is anyone tracking this company?
Anyone can share updates from the AGM that happenend over the weekend?
