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Ketan ACMA🇮🇳 Profile picture
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29 Nov, 5 tweets, 1 min read
The Journey of Vini Costmetics
✍️1985: Darshan Patel joins his father's co Paras Pharmaceuticals
✍️1994: Launched Krack which was an overnight success
✍️1996-2000: Launched a range of products(D-Cold, Borosoft,Ring Guard,Itch Guard)
✍️2002: Launched Livon-IND's 1st hair detangler
✍️2005: Set Wet hairstyling gel is launched and later a deodrant under the same brand name
✍️2006: Patel exits Paras. He sold his 24% stake to Actis Capital for $43 Mn
✍️2007: Registered Vini Costmetics and spend the next couple of years doing consumer research
✍️2010: Vini Costmetics was launched; started selling pharma products; WhiteTone was launched; Paras Pharmaceuticasl was acquired by Reckitt Benckiser Group for INR 3260 Crs
✍️2011: Launched Fogg deodorants; Bay Capital came on board, investing 30 Crs
✍️2012: Reckitt sold the Set Wet range of deodorants and hair gels along with Livon and Zatak deodorant to Marico
✍️2013: Sequoia Capital first invested in Vini Cosmetics
✍️2015: The Iconic "Kya chal raha hai? Fogg chal raha hai" advertising campaign was launched; Ossum launched
✍️2017: Bay Capital exited & WestBridge came on board
✍️2019: Vini's annual sales of 930 crs in FY19 & an estimated 1100 crs in FY20
✍️2020: Mr. Patel retains 64% stake in the Co. They might plan to enter into pure hygiene or home care segments. They might go for an IPO in 2021

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Ketan ACMA🇮🇳 Profile picture
28 Nov
Aurobindo CMP 868
The company is developing:
✍️14 Biosimilars (5 of these expected to launch by FY25 with a US$20 market size)
✍️8 inhalers (US market size is >$10 Bn)
✍️Pneumcoccal Conjugate Vaccine (US$6.2 bn global market size)
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✍️Topicals (US$4 Bn Mkt size-26 products under development currently out of total 37 products identified for development)
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✍️Nasals (US$1.3 Bn Mkt size) : 1 approved + 4 under development (Filing will be done over the course of next 3 yrs)
#Aurobindopharma
#Growth
Read 14 tweets
Ketan ACMA🇮🇳 Profile picture
23 Nov
✍️IND's Renewable Energy sector is world's 4th most attractive RE Mkt
✍️Globally, Cost to generate Solar & Wind Energy dropped by 90% & 70% in past 10 yrs
✍️Costs almost at par with NG
✍️RE is estimated to comprise ~60% of IND’s installed power capacity by 2030 (~24% at present)
✍️Global Investments in RE: $282 Bn in 2019
✍️45% cming frm China, who aims to get 62% energy via RE in nxt 3 yrs
✍️By 2040, IND aims to generate ~49% of total Electricity frm RE
✍️FDI inflow in the Indian non-conventional “energy sector” stood at $9.22B in last 10 years
✍️More than $42B has been invested in IND’s “RE” sector since 2014
✍️Estimated to attract investment ~$80B in nxt 4 yrs
✍️The past 9 months have slowed the Solar Energy installations by 80% v/s 2019 due to Covid
✍️2020-Cumulative solar capacity is ~37 GW
✍️2022-Tgt is 100 GW
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Ketan ACMA🇮🇳 Profile picture
26 Sep
Valiant Organics CMP 2795
✍️A Specialty Chemical Manufacturing Company.
✍️The products of the company find several applications mainly in the agro-chemical, pharmaceuticals, rubber, dyes, pigment & in the making of veterinary drugs
✍️Fully integrated manufacturing facilities
✍️Revenue: Domestic 85% & Export 15%
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✍️Rev. share from API is likely to increase in coming yrs
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Ketan ACMA🇮🇳 Profile picture
26 Apr
IndusInd Bank CMP 380
✍ Stock fell frm 2038 high to 235
✍ Decreasing deposits
✍ Rising bad loans
✍ High exposure to telecom companies & NBFCs
✍ Exit of a long-time CEO
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Ketan ACMA🇮🇳 Profile picture
25 Apr
The API Industry
✍️ The backbone of India pharma industry is the bulk drug industry
✍️ India has highest no. of US FDA approved plants (665) outside of the US
✍️ India has 44% of global abbreviated new drug applications (ANDA)
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✍️ India fulfils 20% of global demand for generic medicines in terms of Vol & supplies over 60% of global demand of various vaccines & ARV drugs
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@Harrshit1
Read 15 tweets
Ketan ACMA🇮🇳 Profile picture
22 Mar
Thank you, #Coronavirus

Thank you for shaking us & showing us we're dependent on something much bigger than we think..!!

Thank you for making us appreciate the luxury we lived in..abundance of products...freedom...health...and realizing we were taking it for granted...!!
Thank you, #Coronavirus for stopping us...to make us see how lost we were in the "busy-ness"

Not having time for the most basic things..

Thank you for allowing us to put aside all our problems we thought were so important and showing us what is actually important..
Thank you, #Coronavirus for stopping the transport..

The Earth was begging us to look at the pollution for a very long time.. we didn't listen...

Thank you for all the FEAR
It has been a global disease for years but not many of us wanted to face it and now we have to face it...
Read 4 tweets

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