Anyone has idea on the current quarter results ? The new molecules aren’t delivering yet? The valuations are ripe but expectations are also high.
Wish the management gives clear idea on where are they on delivering APIs
Posts in category Value Pickr
Gujarat Themis Biosyn Ltd – Bulk Drugs growth momentum (29-10-2024)
Bandhan Bank – in a sweet spot? (29-10-2024)
Is the stock in distribution phase now? So many analysts upgraded it 
Sree Rayalaseema Hi-Strength Hypo Ltd (29-10-2024)
Water treatment companies rallying like crazy but the chemical companies which treat the water are not. Take a look at chembond chemical or florochem. Their revenues also stubbed. Seems there’s something we missing.
IDFC First Bank Limited (29-10-2024)
< Quote>
He maintained that the bank would continue to support the non-banking financial institutions (NBFCs), which are facing regulatory action from the Reserve Bank of India (RBI). He stopped short of taking the names of the four NBFCs, which are in the RBI’s crosshairs.
…
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He expressed confidence that these lenders would get back on their feet once the ban is lifted. “Yes. We do have exposure to some of these names. However, we have confidence in them. We don’t want to chase them when their chips are down. We want to support them through this tough period. I’m sure they will take necessary precautionary measures and normalcy will be restored soon,” Vaidyanathan added.
< Unquote>
Source:
https://www.moneycontrol.com/news/business/banks/mc-exclusive-dont-want-to-chase-banned-nbfcs-down-when-their-chips-are-down-v-vaidyanathan-md-ceo-idfc-first-bank-on-a-few-nbfcs-faced-with-regulatory-action-12852243.html
V2 Retail – Second innings playing out well (28-10-2024)
v2 Retail.pdf (573.0 KB)
another report of nuvama on V2 after Q2 result
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (28-10-2024)
Please read the thread above in detail and also read some filings on BSE. Just a 10 sec view on screener to see shp and asking for answers is not in right spirits.
Shaily Engineering Plastic (28-10-2024)
On the other hand Eli lilly is working with UK Govt to address obesity issues.
Spandana Sphoorty Financial Limited – An Efficient Player (28-10-2024)
No kidding! I did not expect GNPA to jump close to 5% in 1 quarter.
And information in the deck does not give me confidence that worst is over.
Just Dial: First Mover of Indian Local Search Market (28-10-2024)
Company is almost debt free and generating around 600 crores of free cash flow at current rate. At currrent CMP, thats almost 7% FCF yield. On top, the company has 5000 crores of cash. Even if company grows at nominal GDP, it will be in a position to return investor’s money in 5-6 years. Is there any company in today’s scenario that provides such assurance in cash flow terms. Am i missing something here ?
Just Dial: First Mover of Indian Local Search Market (28-10-2024)
Company is almost debt free and generating around 600 crores of free cash flow at current rate. At currrent CMP, thats almost 7% FCF yield. On top, the company has 5000 crores of cash. Even if company grows at nominal GDP, it will be in a position to return investor’s money in 5-6 years. Is there any company in today’s scenario that provides such assurance in cash flow terms. Am i missing something here ?