Discover and read the best of Twitter Threads about #Neulandlabs

Most recents (8)

#Diamines & Chemicals

Market Cap : 414 Cr
How I Identified ?

1. Diamines and chemicals is into manufacturing of #piperzaine and #ethylenediamines

They have > 40% market of piperazine which goes into ciprofloxacin (API)

#aartiindustries & #neulandlabs manufacture ciprofloxacin
2. R&D Expenses increasing year on year
3. Investing 14.5 Cr for Pilot plant for newer downstream Products
Read 15 tweets
#NeulandLabs Q3 FY22 concall highlights ๐Ÿ’Š๐Ÿ’Š

Like & retweet for better reach !

1. Revenue for the quarter is โ‚น238.4 Cr (2.9% decline YoY). EBITDA for the quarter was โ‚น34.2 Cr (26.8% decline YoY) with an EBITDA margin of 14.3%.
2. They are facing supply chain issues due to raw material volatility and high logistics cost. They also benefited in the last few quarters due to raw material hedging for key ingredients, but those contracts expired in Q2 which caused a decline in margins.
They are holding higher inventory in case of possible future disruptions.
3. Currently profitability is low due to costs associated with commercialization on Unit 3. They expect more volumes from Unit 3 in the coming quarters.
Read 22 tweets
A thread๐Ÿงต on so called market traps of transitionary performing stocks which leads to retail getting stuck. Doing as lot of tweets floating on such stocks.

Will take example of one of such stock with my own twitter history though I never presented in public #Neulandlabs
1. If you think, every performing stock will become an Asian paints, you are in for disaster. 99% of businesses are cyclic, only quantum differs. So, either do not overpay or if overpaying a bit and have confidence in the business, then,
hold for long (15-20% of companies still in long run generate 15%+ CAGR). One should know his time frame, expectation, price he or she is paying and what kind of investor class he belongs to. This is how story usually starts and ends:
Read 26 tweets
๐ŸŒŸLooking forward to #MuhuratTrading?

๐Ÿ™ŒCheck out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! โœจ

#StockMarket #stocks
โœจ@MoneyMystery's #DIWALIPICKS for #MuhuratTrading๐ŸŽ

๐ŸŒŸ#InoxLeisure

๐Ÿ’ซCheckout his complete #Trinkerr portfolio: trin.kr/RwuX
โœจ @MarketScientist's #DIWALIPICKS for #MuhuratTrading๐ŸŽ

๐ŸŒŸ#ACE
๐ŸŒŸ#Borosil
๐ŸŒŸ#JBMGroup
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๐Ÿ’ซCheckout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 tweets
Though #Bullmarket is continue since Apr 20.
But not every stock remain in Bull run.
Few rises up gradually and continuously but few get exhausted and gone into side ways consolidation or shifted into downtrend there bull run has come to halt.

So, the point is we need to(1/n)
Either trim our position or exit that stock which not only saves our hard earned money getting stuck for longer period of time with no return.

So, exit from a Stock which gave multibagger return is also imp.

Sharing few examples where Bull run is halted long back , 2/n
Which if u have exited could have save ur capital getting stuck and u could have compounded that in other better stocks.

I did that with many stocks in last 1 yr. Which helped me compound my money faster.

Sharing few for ur study.3/n
Read 11 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily ๐Ÿ™๐Ÿ’ช

Here's the first one ๐Ÿ‘‡

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
Took 2nd Entry in #NEULANDLABS @ 892.

Booked too @ 995. #Climactic + #BRN

Still holding 1st position @ 855 ImageImageImage
Sold another 25% @ 1097. Huge move! Image
Final Exit #NEULAND @ 1025. Needs time to digest the accumulated supply. Image
Read 3 tweets
#NEULANDLABS
- 30years old co. engaged in R&D, mfg & marketing of bulk drugs, intermediates and custom synthesis of APIs (CMS)
- Cleared 15 USFDA audit without failure.
- 93% of revenues through regulated markets
-3 Mfg Sites Total capacity - 729 Kilo Ltr
-Unit 3 (197KL) was acquired 2017 for about Rs.100cr & it was largely funded through debt.
-Unit 3 still hasn't contributed to the rev. & it is expected to contribute in FY21

-Business is divided into 2 main segments
1.GENERIC DRUG SUBSTANCE
2.Custom Manufacturing Solutions (CMS revenue by verticals
1.GENERIC DRUG SUBSTANCE (GDS) contributed 68% to FY20 Topline
is further divided into 2 verticals.
1.Prime Api's (High Vol. Low Value)
2.Niche Api's(Low vol. high Value)
Read 11 tweets

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