KAMO Paints : I like their revenue Guidance of 1000 crore by FY28 and currently they are doing revenue of 260 odd crores 
now investing is the game of probability do weigh your risk and probabilities accordingly.
260 odd crores revenue now with 5x growth in next 5 years in no brainer for me, but again I might be wrong.
Portfolio has come to a size about 22-25 numbers, Whereas i did commit to stay between 10-15 
SUVEN has 2 molecules in Phase-3 now and likely SUVN-502 may pass the Phase-3 test, if they do then there will be huge runway for Suven. So SUVEN LIFE SCIENCE are into research and SUVEN PHARMA is into CONTRACT MANUFACTURING – so given which side of the coin is much heavier :
Most of the research based companies such as SUVEN LIFE : has demerged from the main company SUVEN PHARMA to value unlock – because the research expense are considered to be expense than asset.
So SUVEN LIFE sciences focuses on research or on contract research
Most of the value unlocking happens on SUVEN PHARMA for manufacturing and distribution.
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