Starting a thread. Purpose is to capture relevant data on industry size across industry. We can put interesting charts, visuals, now from various sources here. Adding one on healthcare . Please #sectorname n post images or numbers along with source. Making first contribution :)
For Chemicals Sector, based on Q2FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?
🧵to answer all such questions to help to filter interesting ideas for research
For Plastics Products and Packaging Sector, Q2FY25 result:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?
🧵to answer all such questions to help to filter interesting ideas for research
Let’s talk about Kovai Medical Centre & Hospital (KMCH)—a regional healthcare powerhouse based in Coimbatore, Tamil Nadu. With a mission rooted in affordability and accessibility, KMCH is proof that healthcare can balance business acumen with social impact. Here's the full story. 🏥👇
2/15
KMCH has achieved impressive revenue growth, expanding at double digits annually over the last decade (except in FY19 and FY21). In FY24, its revenue reached ₹1,126 Cr. Even during the pandemic, when many hospitals struggled, KMCH demonstrated resilience. 📈
3/15
Financial Discipline: KMCH operates on robust financial metrics:
● Consistent ROE & ROCE above 15%.
● Debt reduced from ₹511 Cr (FY22) to ₹310 Cr (FY24).
● Interest coverage ratio surged to 7.5x in FY24.
Fiscal prudence is a hallmark of its management.
Pharma 101: A Beginner's Guide to Essential Pharma Terms
Previously, we explored a list of pharmaceutical companies based on valuation and growth (x.com/suru27/status/…). But first, let’s simplify and explain some key pharmaceutical terms in an easy-to-understand and detailed manner. By the end of this thread, you'll have a clear understanding of the basics of the pharmaceutical world!🧵👇
1/13
Active Pharmaceutical Ingredient (API)
What it is: The "hero" ingredient in a drug responsible for its therapeutic effect.
Example: Paracetamol in a pain-relief tablet is the API.
Why it matters: APIs determine what the drug is used for, like pain relief, infection control, or lowering blood pressure.
Fun fact: APIs are made through chemical synthesis or fermentation.
2/13
Excipients
What they are: The "sidekicks" that help the API do its job. They are inactive ingredients.
Examples:
Binders: Hold tablets together (e.g., starch).
Preservatives: Prevent spoilage (e.g., benzyl alcohol).
Sweeteners: Improve taste (e.g., sucrose).
Role: They ensure stability, ease of use, and proper delivery of the API.
3/13
Dossier
What it is: A detailed document submitted to drug regulators to prove a drug is safe, effective, and high-quality.
Includes:
Drug development process.
Clinical trial results.
Manufacturing details.
Why it matters: Without a dossier, a company cannot get approval to sell a drug in any market.