I had written an in-depth report on Beta Drugs a few days ago. As per research company remains strong fundamentally with immense growth opportunity.
Beta Drugs – Utkarsh Batra.pdf (1.7 MB)

Do take a look at it.

can anyone help me with the calcuations?
what is the processing cost per ton for pellets from iron ore?
what is the landed cost of iron ore per ton?
how much iron ore is required to produce one ton of pellets?
how much percentage of pellets is 66% Fe currently in sales mix? what will be the percentage post expansions?
what can we expect sustainable ebitda at 5.7 mn pellet capacity?
what is the current mix between pellets and other products in revenues?
Disc- Invested

even RPC import is increased for next year in general for industry.
ix. The Sub-Committee, recommended that the Commission may permit to
allocate the aforementioned quantities of RPC I CPC for import (total 1’9
MMT RPC for calcincrs anci 0.5 MM’,l’cPC for Aluminium Industry in the
year 2024-25 and. 1.9 MMT RPC for calciners and o’8 MMT CPC for
Aluminium Industry from 2025-26 onwards), subject to the certain
conditions.

Indigo Paints Weekly chart

40 week MA 1450
10 week MA 1470

Recently 10 week MA crossed 40 week MA.

Fundamentally decent company no borrowings, Positive cash flows, ROCE in 20s.

company is gaining market share while there is slowdown in this sector and peers like Bajaj electrical, Havells India, Polycab India and Crompton have de-grown during same peroid and Orient electric have performed well but not better than Surya Roshni

The overall market of listed brands in Lighting Industry has gone down by 2.3%
in 9 Months of FY24.
And the market of listed manufacturers in EMS business has fallen by 15% and
there is no pull in the market.