My view is that : Natco Pharma looks all set to run from here:

1. EPS of 70+ is sure for FY 24 and even taking a moderate 25 PE valuation make it reach Rs 1750 in short term.
2. Cash surplus of 1800 Cr.
3. With its developments in Oncology segment, next 2-3 years look really good for growth.

Usha Martin .pdf (648.9 KB)

CFO and whole time director of the company – both being changed together after the existing ones have resigned.

The resignation of the CFO is dated 6/1/24 means this must be planned since a while. Maybe the exchange should have been notified sooner?

The debate we are having is time in the market vs timing the market. I personally do not have the confidence to time the market.

Missing just a few good days can have massive detrimental effects to long term returns. When stocks move they move very aggressively and we have seem the same with Mold Tek in the past, when gains have come they come super fast. Stock went from 200 to 1000 in less than 2 years time frame, during that journey there were weeks when stock price has doubled. Yes it is in consolidation now but fundamentals are quietly strengthening. Institutional investors have many advantages over retail investors. They have private meetings with promoters, they have access to industry reports worth 1000s of dollars etc. The only advantage we have is our ability to stay invested during hard times as we dont have the pressure to show gains to clients every month or quarter. We have to hold on dearly to that advantage if we wish to outperform.

the Company has completed the acquisition of 53.57% share
capital and voting rights in KML on March 26, 2024, as per terms of the definitive documents executed
in this regard. As a result of capital infusion, Kisan Moldings Limited has become the subsidiary of
Apollo Pipes Limited.