Discover and read the best of Twitter Threads about #granules

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#Granules Q2 23 Concall Highlights 💊💊

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1. Generated operational cash of 218 cr vs 181 cr in Q1 22

2. Free cash flow of 124 cr vs 98 cr in Q1 23

3. Completed the buy back with total cash outflow of 310 cr including taxes and other expenses
4. Raw material costs coming down but coal prices increased in current qtr

5. Supply of PAP and DCDA is stable and improving

6. Work on the DCDA project is going on smoothly and expecting results in less than 2 years.
Read 12 tweets
A thread on Trading Chart pattern set-ups with annotated charts examples.

#Trading #swingtrading
1. The Double Bottom:

A trend reversal pattern.
Two lows of similar levels are formed.

BO of the Neckline shows trend reversal by forming a Higher swing high which is also the entry point.

SL: LOD or swing low at a lower TF

Height of the NL to B1
2. The Volatility contraction pattern, VCP by Mark Minervini

After a prior uptrend, a stock digests its gains, and profit taking happens. It then bases and gets ready for the next uptrend. VCP is a characteristic of a constructive base. It has the following characteristics:
Read 21 tweets
#Granules Q3 FY22 concall highlights 💊

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1. Revenue for the quarter stood at ₹996.8 Cr (18% growth YoY).

2. EBITDA for the quarter was at ₹173 Cr (17.9% decline YoY).

3. EBITDA margins were at 17.4% compared to 25.1% in Q3 FY21.
4. They faced challenges during the quarter such as RM price increases, unstable supply from China and logistics issues. Their volumes were down compared to last year but they have been able to pass on a significant amount of price increases to their customers.
5. The overall gross margin recorded is lower due to change in segment mix in the total revenue. Share of Finished dosage has come down from 57% in Q2 to 46% in Q3 due to higher inventory build-up at USA and year end.
Read 14 tweets
Insights on the Indian API, Formulation and CRAMS via a recent report from o3 Capital.

Tailwinds (China+1): 10% market share switch from China can double Indian API market.

Headwinds: Rising input costs in China due to power outage + freight hike. India has high dependency.
Indian API landscape

Scale, capacity, DMF filings, focus segments/ therapy areas and leading products.

#Divis #LaurusLabs #Granules #AartiDrugs #Solara
Growth strategies adopted by API companies

- Diversifying beyond API and CRAMS into Formulations, Biologics and Nutraceuticals.

- Laurus: Forward integrated into drug development via contracts from NATCO, Citron, Dr. Reddy + foray into new markets + new segments (Biologics)
Read 8 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily 🙏💪

Here's the first one 👇

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
Revenue up 22.7% to 858 crs
Formulations up 22.4% yoy 430 crs
API up 17% to 255
PFI up 32.6% to 173 crs
Vizag unit V commissioned for API ,oncology segment,
Company plans gradual shift from commoditized API to more complex drugs/ Formulations
Company expects to commission MUPS block by Q3fy22
- Revenue contribution of core mols dropped to 70 from 80-85% end of Fy20
- #granules has 32 ANDA approved ,expect to launch 6 of these in Fy21
- Revised PAT guidance to 30% post Fy21 from 25% earlier
#StockMarket #Nifty
Company plans 7-9 product filings/year, atleast 5 for the US market
- Top 5 mols contributed 70%
- Capex guidance of 3.5 to 4 bn for fy21 & 3bn for Fy22
- Relaunch Metformin 750 mg in US over next year
- EU sales 23 % expected to reach 28% by Fy23, US sales to decline to 43%
Read 7 tweets
@GranulesIndia earnings call transcript Q2fy21
No longer a 5 product company
22 launched products
PAT growth up 80% H1fy21 compared to H1fy20,due to fast approval of filed ANDAs,rapid scale up production
Ebidta,PAT > Rev growth- better product mix,sales,op efficiency
32 approved ANDAs(6 yet to launch),13 waiting for approval
Expect 1 MUPS tech based ANDA in Q3 or Q4
Construction MUPS block on track,commercialize Q3fy22
High vol MUPS products & APIs next major driver
Q1fy21 recall of $2 mn tabs Metformin 750mg,this Q 1mn reversed into books
Covid expense 19.3 crs in H1fy21
Rev Q1fy20/21 858/700 cr up23% yoy
Gross margin moved 48.6 to 57.9% YoY thru new launches,increased finished dosages,product rationalization in PFI & Finished dosages
PAT 164 vs 96 crs,up 71% yoy
#Stocks #pharma #Nifty #sensex
Read 10 tweets
Stocks for 24/09/20 Intraday

Based on NR7:


Based on NR4:


Including NR4 too to increase my options for tomorrow
Some of you asked what I meant by "Volatility Concept"
while selecting stocks

Basically, you don't want stocks which are not moving organically, doing pump/dump, staying flat, or forming too many gaps

These were NR7 stocks which I rejected because of above reasons:
Results of the Day: 4/10 Stocks gave tradeable moves

A tricky, no easy setups day today

1/4 : #KOTAKBANK : PROFIT : +1.7R

As posted earlier:

It gave a loss of -1R, followed by another signal giving +2R
Read 6 tweets
Stocks for 17/09/20 Intraday


Based on NR7, Volume and Volatility concepts
Results of the Day : 3/10 Stocks gave tradeable moves

Pretty average Day for me But Lots of Learning too

1/3 : #TECHM : LOSS : -0.3R

All details on Chart

LEARNING: I could have Maybe waited for pullback since Stock went up +2.65% with that huge candle
Good that I cut it Early Image
2/3 : #TATACONSUM : PROFIT : +0.8R

Price rejected from previous highs and formed Bearish candles

Some have asked me about use of VWAP. I use it for trades like these. Here price bounced at VWAP which was not good for Short trade, hence closed Image
Read 4 tweets
Stocks for 16/09/20 Intraday


Based on NR7 Pattern Screener…

& filtering on basis of Volume & Volatility
Do watch @ST_PYI Sir YT video on NR7 for details
Results of the Day : 3/10 Stocks gave tradeable moves


Price broke through previous highs with all conditions met BUT stalled and didn't move and formed bearish candles Image

As posted earlier today:

Price was rejected by previous highs and gave Short entry by forming bearish conditions.

Exited at +4R which is the maximum I target for Intraday trades Image
Read 4 tweets
Stocks for 15/09/20 Intraday


Based on NR7, Volume and Volatility concepts
Results of the Day : 4/10 Stocks gave tradeable moves

1/4 : #LUPIN : PROFIT : +1.6R

Price was consolidating below resistance. It broke in the first 5 mins with Volume and strong Closing. I took the trade this early because of these reasons ImageImage

Price was below HTF resistance and had been rejected by it before multiple times. The day started with good volumes and strong candles. However, it once again got rejected by same resistance zone Image
Read 5 tweets
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

Read 7 tweets
Stocks for 18/08/20 Intraday


Based on NR7, Volume and Volatility concepts
Results of the Day : Very Good Day for me.

4/10 Stocks gave tradeable moves.

1/4 : #TITAN

Price broke previous session's resistance with Volume and Good VWAP Structure. Got out of the trade since momentum was getting weak.

+3.7R profits booked Image
2/4 : #IOLCP

Similar price action to #TITAN, Price was bullish indicated by Wide range Bullish candles and good Volumes.

Got out of the trade for a max of +4R profits, which is the maximum I expect in Intraday trades. Image
Read 5 tweets
Hello Traders, Below is our trade plan for upcoming week. It will be a buy & hold portfolio with time frame of 30 trading sessions #NIFTY #BANKNIFTY #fmcg #INFY #TCS #GranulesIndia #Bayercorp #SBIcard #Cipla #tataconsumer #Alltimehigh #Dhoni #DhoniRetires #ThalaDhoni #CSK Image
Below is the link to chart where we have tried explaining the idea behind buy on Granules #Granules #API #momentuminvesting #alltimehigh #ATH…
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #TataConsumer #fmcg #Nifty #banknifty…
Read 9 tweets
Stocks for 13/08/20 Intraday


Based on NR7, Volume and Volatility concepts
Results of the Day : 2/12 stocks gave tradeable moves

1/2 : #LnT

After a bearish, wick forming start, price hovered around but gave Bullish breakout at 1:10 pm. Trade was taken after Bullish confirmation.

+2R profits booked Image

Again, after a bearish start, price broke All Time High at 9:25. A little supply came in at 9:30 but trade was taken after Bullish confirmation at 9:35.

+2R profits booked, details on chart.

Please Like / Retweet ! Image
Read 3 tweets

Really complex APIs, formulations, branded segments, home diagnostics and whatnot. If growth in API happens, should cross all-time high. The stock corrected 30% even after the best Nos. Debt-free. repaid the debt of 100 Cr in last 5 yrs…
Invested by looking at the complexity of API they make, believe me, I am a chemist.
Few silent features: 80% US market share in Loratidine API that's amazing. Other APIs doing well are Montelukast, Atorvastatin, Rosuvastatin, all complex.
3 Diabetic APIs under development. API Sales Revenue during the year 2020-21 grew by 14.74 percent at Rs. 473.95 crores with an impressive growth of 28 percent in Domestic and 10 percent in Exports.
Read 7 tweets

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