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kumar saurabh

@suru27

Dec 12

#smallcap index - What is happening and what all may happen - where are the probabilities?

A thread🧵on Current state of smallcap market.

Savdhani hati durghatna ghati zone

We have hit the last time high levels which acted resistance in last 3-4 months and today again it did

% of companies > 20D EMA has hit 80% where short term market becomes overheated if we are not in a clear bull market

Let us combine both the charts and ve a consolidated view. Once can clearly see how the zone congestion works around this metric

Read 10 tweets

kumar saurabh

@suru27

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

💡 Companies delivering > 15% Sales growth

💡 Companies delivering > 15% PAT growth

Read 8 tweets

kumar saurabh

@suru27

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 research

💡 Companies delivering > 15% Sales growth

💡 Companies delivering > 15% PAT growth

Read 9 tweets

kumar saurabh

@suru27

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 research

💡 Companies delivering > 15% Sales growth

💡 Companies delivering > 15% PAT growth

Read 9 tweets

kumar saurabh

@suru27

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. 🏥👇

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.

Read 17 tweets

kumar saurabh

@suru27

Nov 25

x.com/suru27/status/…

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.

Read 15 tweets

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