Hi Everyone,
While looking at Q3 24 PPT, I noticed in board member we have a MMBS degree holder and Practitioner Doctor in USA. Not sure why she has been added to the board.

This is indeed true. The quality of bauxite is such that to make alumina the temperature required is far lesser than what one needs with bauxite from Australia (major global source). This gives Nalco an advantage of almost US$100/t in alumina cost and around US$200/t in aluminum cost.

State elections are over long back and also considering stable government at state and central , and plant commercial production with full quarter result expected , already gave a good spike and corrected again … is still good buy to consolidate for medium term investment , may give best returns after parliament election

internship the interns have to be paid a stipend may not be source of income in final year
teaching collage does not mean quality of the patient care will go down
young doctors will observe and do manual and clerical work only
if patient request only senior doctors are allowed near them
patient must consent for examination
high five patient are not bothered
this will reduce work for senior doctors

without knowing how much seats have been filled not exactly sure how much revenue they can increase

there is a regulatory risk of the government capping fees and the institution getting black other wise it is completely solid
former mbbs intern at psg medical collage Coimbatore
disclosure invested since 2020

Very well analysed but you are bang on point when you concluded the post. I was almost seeing daily UC and thought I missed the bus but always questioned that if the growth is sustainable? And to be pleased, I didn’t enter when the stock was roaring. I was just trying to answer one question and it deterred me to not invest –

Why did the sales double March 23 and can it sustain? As Russia related reports were out, it further questioned my ability to project steady sales as I am.not clear if the sudden demand of Indian eggs will continue once the war in Russia gets stable. The existing supply chain will kick in and This company may have to sit on the fence.

Global events can turn the dial for a company but unless management clarifies of the demand is sustainable, it’s a big IF. I disagree to your notion of operating leverage kickin in. Why? Bcos the sales have double and margin gain is secondary. Had the sales remained same and it had made 144 cr profit, then I would give credit to operating leverage.

The market knew something which we didn’t and that’s what happened. The sales are slumping down and there’s a good probability that the events which caused the supply to be from India is no more . Existing Russia supply chain disruptions have stabilised.

So , I am sitting on the fence as I don’t know if sales will further drop. Unless management clarifies their stand on what made the sales double and is it sustainable, we are just playing blind cards game.