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kumar saurabh Profile picture
@suru27
Sep 18, 2020 • 5 tweets • 3 min read • Read on X
Had started this year annual report notes sharing with lot of pharma companies n someone asked why. In hindsight, you know :). In case one missed, my notes for #laurus #neuland #alembic #ajanta #syngene all in one place

wp.me/p4x5b8-72
factsbeyondnumbers.wordpress.com/2020/06/22/my-…
factsbeyondnumbers.wordpress.com/2020/07/05/my-…
factsbeyondnumbers.wordpress.com/2020/07/05/my-…
Please remember valuation are much different from when they were written n fundamentally, it's all about margin of safety 🙏

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More from @suru27

kumar saurabh Profile picture
Dec 3
For Hotel Sector, Q2FY25 result:
❓Best performing hotels?
❓Attractively valued hotels?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research Image
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 8 tweets
kumar saurabh Profile picture
Nov 29
Chemicals Sector

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 researchImage
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets
kumar saurabh Profile picture
Nov 27
Plastic Products and Packaging Sector

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 researchImage
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets
kumar saurabh Profile picture
Nov 26
Kovai Medical Centre & Hospital

1/15

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. 🏥👇Image
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. 📈 Image
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.
Read 17 tweets
kumar saurabh Profile picture
Nov 25
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.Image
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.Image
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.Image
Read 15 tweets
kumar saurabh Profile picture
Nov 24
Pharmaceuticals 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 #pharma #q2fy25results #scientificinvesting Image
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets

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