stock prices for all sugar companies are coming down… once results are announced sector will tank and that is the time to buy… when Q3 numbers a announced… they will give huge returns…

Some of the shaily’s prominent clientele as per AR’24 are

It seems like Adalvo is the first generic to secure EU approval for Liraglutide pre-filled pen.
https://www.globenewswire.com/news-release/2024/06/13/2898123/0/en/Adalvo-Secures-First-EU-Generic-Approval-for-Liraglutide-Pre-Filled-Pen.html
Also, pharmathen seems to be working with Sandoz on Semaglutide. And Sandoz plans to launch a semaglutide generic drug in Canada when the patent for the main ingredient of diabetic and weight-loss drugs like Ozempic and Wegovy wears off in 2026.
https://www.bnnbloomberg.ca/business/company-news/2024/09/03/sandoz-plans-first-glp1-generic-drug-launch-in-canada-in-2026/
Alvogen seems to be a major player in Teriperatide.

Glenmark has launched a bio-similar for Liraglutide in India in January under brand name Lirafit.

Details of patent expiry of some of the GLP-1 drugs in India

just trying to understand take off potential of shaily’s injector pens

Infollion reported good results, with sales growing by 40% and EPS by 41%. I am attaching my concall notes below.

FY25Q2

• 90,000 experts (6,300 US experts), revenue generated from international experts was 27% in H1FY25 (revenue recognized in USD is considered as revenue from international experts)

• FY24 was used to setup a foundation for growth, they have built a strong team for middle management and make their technology stack more robust

• FY25: focused on driving growth

  • USA: Headed by Abhay Sangal

  • Huksa / Corporate L&D: Headed by Varun Khandelwal with team of five

• USA

  • Spent 4 cr. so far (85L capitalized, rest expensed out)

  • Most US revenues are from Indian customers and US experts, this has grown very well and is a requirement to build a good expert network

  • US customer is not yet significant

  • Once they reach 5000 experts in a particular domain in a specific geography, that’s when PE/CE ratio becomes favorable for them

• Also looking for inorganic acquisition

• Management consulting space has slowed hiring, however Infollion hasn’t witnessed any slowdown in business from this vertical

• Huksa: developing first 1,000 modules which are 1.5-2hr sessions (equivalent to 1-hour of client consultation). Focusing on auto, manufacturing, BFSI, pharma

• Market is not very price competitive, $500/hr is standard rate

Disclosure: Invested (no transactions in last-30 days)

As per the article, the CNG consumers are impacted by the supply cut. It’s not going to impact the house pipe connections.

Increase in price for CNG may impact the demand for CNG consumption in the short run, I guess. but still I feel it is good to accumulate for a long-term investment.

New Investor Presentation released

4621e1ef-09ad-4f6c-aff3-b3eff866e4e1.pdf (3.9 MB)