#AartiPharmaLabs lists today, here are some slides from my presentation at @ias_summit to help you understand the business ⤵️
The current share price is expensive, I wouldn't be a buyer at this price 🛑
D: Not an investment recommendation
@ias_summit At 315/share, the market is implying a market cap of ~2850.75cr to the company or a PE multiple of ~18x TTM earnings
@ias_summit Since, the implied valuation is towards a premium & there are large institutional holdings in Aarti Industries, expect decent amount of selling in next few weeks
On the other hand, I also believe promoters will raise stake so need to monitor this for sometime before entering
@ias_summit 20.6 Lakh shares worth ~52cr delivered today in Aarti Pharma
This is likely promoter buying
Managed to get a big bag of shares at avg of ~260/share
Preparation helps.
Prices have finally reached in sync between BSE and NSE
No more arbitrage
Promoter increased their stake by 0.78%
(sorry my previous tweet was incorrect, deleted it and reposted with correct information)
~8.1 lakh more shares bought by the promoter group
bseindia.com/stock-share-pr…
Latest Credit Rating Note on the company ⤵️
crisil.com/mnt/winshare/R…
Mutual Fund Feb 2023 Activity
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