What an excellent analysis !! The way you guys have gone so deep into this subject and explained the complex aspects in such an easy to understand way, is amazing ! I can see the time and efforts that would have gone in this. I wanted to check a few things that may please be considered. I am new to this forum and has an investment in Wockhardt.

1. You mentioned that 90% of the 250 patients recruited in the clinicals have fully recovered and 278 more need to be tested. I assume it is in India. This looks to be super promising. Do they need to repeat these trials in US or does FDA give approval based on Indian Phase 3 trails ?
2. How much may be the business potential of WCK 4873 and does the current stock price of 450 in anyway captures this potential ?
3. Would it be possible to do a similar analysis on WCK 6777 as Khorakiwala has said that its opportunity is 2.8 billion.

cf50ae2d-126c-493b-af6c-0225a36c11a7.pdf (331.6 KB)
Rights issue announced @150.
1 share for every 2 share held. Issue open dated 7/2/24 to 13/2/2024
Comments invited on below queries:

1. My understanding 50 rupee with Rights application and 100 can be paid on demand in one year time. How will this impact the original share trading ?
2. Will market adjust price post record date of 1st February considering 100 percent people subscribe?
3. Any other points which we need to keep under consideration as I will be subscribing first time and have holdings with 3 brokers-Zerodha, HDFC and IIFL
   Thanks

They have loads of data about the restaurants, and they will analyze all of this data and loan to worthy restaurants.

How many delivers a restaurant is delivering through Zomato, what items are these deliveries, cost of the items, margins on these items, are the deliveries increasing, are the high margin deliveries increasing, is there a seasonality element to the deliveries, are there any new restaurants opening up which are taking away some share of the existing restaurants which in turn has an impact on deliveries, who are ordering these deliveries, are they ordering from other restaurants too, and a few qualitative things can be added to, who owns these restaurants, what kind of name they have, do they have debt etc etc. Of course, this could fail and end as a cash burn.

Some thoughts, no investment, using their service.

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Credit growth has typically exceeded the GDP growth. If that continues and HDFC keeps its mkt share and mkt cap growth keeps pace with earnings growth which in turn keeps up with credit growth then 4.4% of GDP should increase going forward. I know a lot assumptions have been made but don’t think any of the assumptions are unreasonable