promoter already holds more than 50 percent stake , so our power useless while voting for Kpark buying decision
Posts in category Value Pickr
KPI Green- Turning Sunshine Into Cashflows (21-10-2023)
Please , share information which indicates promoter get benefitted from related party transaction ?
KPI Green- Turning Sunshine Into Cashflows (21-10-2023)
please share screen shot where mentioned 35 companies total of KP group
Nitta Gelatin India Ltd | A turnaround story (21-10-2023)
The Nitta Gelatins Group company is a Japnese listed company and number one in the industry. They were planning to make India a production hub for asia region I think (need to verify again). Thats the reason for 200 cr investment,.
After sleeping for many decades, they have waken now to improve the performance at group level.
Two issues, If research says Gelatin is does not add value and having negative impact on our body. The whole market will crumble. Also, 40% is owned by Kerala govt which itself is a risk in my opinion.
But valuation looks good, mgt is good and clean books.
The SME portfolio (21-10-2023)
No. Just a student. I am into Auditing field so just know fair amount of rules and regulations which I use in these companies.
100% self. Just a little help regarding how business runs in different industries if happen to know someone working in that field.
The SME portfolio (21-10-2023)
Do you have any advisory service focused on SME or ultra micro caps?
Sona Comstar BLW – Direct EV Play (21-10-2023)
But Sona Comstar also gets business from China
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (21-10-2023)
Q2 Results
Rev from operation: 106 cr vs 67 cr last q ( up 58% QoQ)
Net Profit: 24 vs 16 last q ( up 50% QoQ)
Net profit Margin: 22.1% 23.3% ( Dip in margin as expected)
Results seem good as the entire power sector is showing strength.
Beta Drugs Limited (21-10-2023)
BETA DRUGS UPDATE
(From credit rating and annual report 2023)
1…Performance
23% cagr growth
2…CAPEX
=The Company has invested in capacity additions at both the formulation and
API plants and is fully funded for growth for the next 3 years
=Beta has been allotted 14 acres land for 95 years lease in a special area allocated for API & intermediates in the vicinity of its
current plants which we plan to utilize for our future expansion.
3…While the company expects revenues to double in the next three years it does not foresee any major capex for the same period
4…Future growth triggers
A…BRANDED
=.30% of revenue from branded products
=. The company is now among ranked 9th in the branded oncology space and aims to be among top five
players in the next three years.
=We were among the few companies to launch Enzalutamide 160mg which provides dosing advantage to patients
B…CDMO
=The CDMO segment accounted for 48% of revenue in FY23 and clocked 20% CAGR over FY19–23.
= Over the years, it has developed strong partnerships with its partners. BETADR has more than 50 customers in the CDMO segment.
= Some of its marquee clients are Intas Pharmaceuticals, Glenmark Pharmaceuticals, Reliance Life Sciences Pvt ,Hetero Drugs, Cadila Pharmaceuticals, Alkem Laboratories, Shilpa Medicare, RPG Life Sciences, and Glenmark Pharmaceuticals
C…API
=We started with the API business in 2018-2019 as it was our firm belief that improving efficiency and quality are only possible if we have
control over the entire supply chain.
=The backward integration into API has provided us with better margins, higher yields, reduced
reliance on external suppliers and improved the quality of our products.
D…R and D
=We have a large pipeline of new product launches which address the white spaces in oncology.
= Over the next
three years Beta would be launching oncology formulations in novel NDDS platforms which would be the first of its kind in the Indian
oncology market.
=Beta Drugs is continuously increasing its spend on R&D …Its R&D expenditure almost doubled as compared to the last year.
=The company has proven experience in managing complex product development including Azacitidine Oral, Ready to Use Gemcitabine &
Docetaxel and Enzalutamide 160mg formulations.
=Beta has a pipeline of
twenty-five Oncology molecules wherein it would be either First to Launch or among the First Few to Launch. For all these molecules the
work on getting its API manufactured in-house is already in advanced stages.
E…Export
=Beta’s facilities were approved by INVIMA and ANVISA in 2023 and the company has now focused its efforts on accelerating product filings
in Latin America.
=We expect to be audited by EUGMP later this year which will open markets in CIS, Russia and other developing markets.
=Beta is well positioned to leverage its Indian low-cost manufacturing expertise to gain traction in the above-mentioned countries and
capture significant market share.
=We will continue to grow our exports business both in formulations and API over the next three years to
become a leading supplier of high-quality oncology drugs across developing countries
F…NEW segment
=1% from the recently launched dermatology and cosmetology divisions.
=The company recognised a revenue of INR3.9cr from this segment in FY23 with 12 products as of now.
=The dermatology/cosmetology segment is expected to break even in H2FY24.
Disc…invested
Sona Comstar BLW – Direct EV Play (21-10-2023)
there will never be perfect correlation in such metrics. There will be lag with which impact shows up. Market is a giant discounting machine…moment it senses that growth of Sona Comstar may not be that great in near term, it will immediately discount it. Whether market was wrong or right we will know only with the benefit of hindsight!