Neuland results: Drop at quarterly level, but excellent if looked at an annual level.
To be fair management has always guided to view results at an annual level or a longer time frame.
Stock is taking a beating now.
I feel the growth story is still intact . It’s a value migration theme from prime API to CMS and specialty. With biosecure act the opportunities will only improve. Balance sheet is also improving .
Disc : Invested and is the highest weight in portfolio.
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