Zydus Wellness Ltd

My 2 cents, I am no expert.

1. why is this stock languishing, they have more than few iconic brands? – agree with you, I am having a small position in this stock and planning to buy more if it dips further, like you feel this stock is indeed not performing as per what it holds. Market Cap/Sales its almost at covid levels – when they are having pricing power and monopoly products like Sugar Free. There was some small insider buying in september, lets see if further there is any insider buying – as that gives a bit of confidence to us minority shareholders.

2. Will you pick up this over Zydus life which owns it and what would be the rationale? We have many such situations where 2 companies are listed and one has majority stake in other…so whats the decision making process when you invest in one over the other? – Generally holding companies do well at fag end of bull market, when its time to switch to cash. Also, Zydus Life has US pharma exposure which is more uncertain and for me more complex to understand than selling Sugar Free, Nycil and Glucon D.

Actually, Zydus Life did a buyback when that stock was in the doldrums, if Zydus Wellness can do the same (considering same promoters), it will bring some upward trajectory to the stock.