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kumar saurabh

Follow @suru27

7 Oct, 7 tweets, 7 min read

#ARNotes #hindustanfood. 15 hr day in office but reading analysing AR brings all energy back :). This one was long due. Had mentioned on reading an interesting AR. Cash flows, margins n valuation need serious monitoring, not easy to decipher at this stage of journey #AR28

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#ARNotes #AR2020 #sudarshanchemical

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#AR2020 Rarely comes AR which confuses if its well written to entice you or something special. A potential Long-Term story (rare for me) barring few concerns. Must read to know industry #sequentScientific. Thanks to @unseenvalue n @punitbansal14 for bringing this story to us🙏

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kumar saurabh

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#AR2020 Continuing with ARs, next is #FDC Many of you sent DM for my views. Have summarised my view in last sheet. Will do now onwards. However, it’s just a view, not a reco by any means.

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kumar saurabh

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18 Sep

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

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