What products are there in precision tubes ,what capabilities are required in this product range?What competitive advantage it enjoys compared to peers. What is the gestation period to acquire such clients like tesla, bmw, audi.

Few comments with reference to the above post

Why many other renewable energy stocks are missing in the blog which you perhaps expected,?

Only large cap renewables players seems to have been considered.

Why IOCL is considered renewable player?

Among all PSU, IOCL is investing heavily in to green hydrogen , 2,G ethanol , CBG etc. or else they have to close and wind up their shops down

Why NHPC and SJVLM not appearing in the watch list though they are aggressively investing in to renewables solar wind hydro ??

True , but still they are mid caps. They may become large caps if the capex continues and they execute well. Both players are fully backed by finance co like PFC/ REC.

whether PFC REC are considered renewable players though not appearing in the watch list?

In my view, Both are proxy to renewables., but in midcap catagory…

Discl: I may have investments in some of these stocks discussed , hence I may be biased.
It is not a buy sell recommendation. Pl do your own assessment before investment.

Some notes on Beta Drugs:

BETADR derived ( Sep 2023)

~30% of revenue from branded products;

48% from contract manufacturing for leading companies like Hetero Drugs, Cadila Pharmaceuticals, Alkem Laboratories, Shilpa Medicare, RPG Life Sciences, and Glenmark Pharmaceuticals;

13% from exports;

8% from APIs; and

1% from the recently launched dermatology and cosmetology divisions.

The dermatology/cosmetology segment is expected to break even in H2FY24.

Exports:

Though export revenue clocked 44% CAGR over FY19–23, it remains in the nascent phase (contributed ~12% in FY23).

BETADR currently derives ~8% revenue from the API segment, The company derived ~28% of revenue from exports in FY23.

CDMO Segment:
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.

New Business: dermatology and cosmetology
The company recognised a revenue of INR3.9cr from this segment in FY23 with 12 products as of now.
Plans:

1. plans to launch five products each in FY24 and FY25 and seven products in FY26 including four-to-five NDDS.

A few points

1. The latest Drewry WCI composite index (global container prices) of $1,479.48 per 40-foot container is now 86% below the peak of $10,377 reached in September 2021. see
   

2. There is no sign of recovery. Significant new capacity is being added. see Glut of new ocean tonnage inbound as global demand weakens | Journal of Commerce. Vessels on order will add 30% to global container freight capacity over the next three to four years, says Niels Rasmussen, chief shipping analyst at Copenhagen-based trade group Bimco.

3. India is lifting cabotage laws, that previously only allowed Indian-flagged ships from the likes of Shreyas to operate on coastal routes in the past. https://splash247.com/india-lifting-cabotage-laws-to-help-coastal-shipping/