Anybody has done any research on Sutlej textiles and specifically have any input on the management?
Posts tagged Value Pickr
Syngene International IPO – Views invited (14-10-2015)
manish : apologies - will refrain from sharing in future . thanks for pointing out forum guidelines
Torrent Pharma Ltd (14-10-2015)
Thanks Hitesh and Raj for detailed response. Now, it makes sense why abilify contribution will go down from 2017 on-wards.
Torrent Pharma Ltd (14-10-2015)
Rajesh,
as Raj mentioned price erosion should be expected as more and more players get approval. Plus market share also will get reduced over a time.
The main thing here is to see how much the company makes in the limited competition period. And thats where players like torrent have got lucky and were in the right place at the right time. Alembic also benefitted but since it doesnt have its own front end marketing network in US, (which torrent has), it will have to share profits with marketing partner.
Hitesh portfolio (14-10-2015)
hitesh ji,
what is your view on page industries now at 80 PE?
Screener.in: The destination for Intelligent Screening & Reporting in India (14-10-2015)
Thanks for pointing, will check
Granules India Ltd (14-10-2015)
Thanks Anindya for correcting me. I missed the point.
Granules India Ltd (14-10-2015)
@raj This is a 50:50 JV so you have to divide 550 by 2.You can refer to Q3 concall transcript as well (I made a comment earlier on the same topic, you can check that one too)
Torrent Pharma Ltd (14-10-2015)
When abilify was launched then there were only 4 players. Now Apotex has joined as a 5th player. Couple of days back Aurobindo also got approval. Lupin and Sun have tentative approval. Hence prices should crack, but how much that only time will tell.
Granules India Ltd (14-10-2015)
@Rajesh_R At full capacity omnichem joint venture will create 550 crores...probably in FY18 or FY19 which will be more than 20% and will contribute significantly to profit as margins are likely to be better. One reference is below.
http://fundamental-picks.in/2015/08/granules-india-ltd-a-healthy-wealthy-particle/
You can also refer to various research reports.