Some obvious reasons:
~Mkt leader in 3W business
~Larger share of premium products
~Export Market
It’s not as simple as it looks.
Put on your seatbelts as we deep dive into the history of Bajaj Auto
Hit RT for wider reach.
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One of Rajiv Bajaj’s (RB) favourite movie scenes is the opening sequence from Troy. the Trojan and Greek armies decide to settle the fight through a duel between Achilles (played by Brad Pitt), the greatest of all Greek warriors, and Boagrius, a Trojan fighter.
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As Achilles mounts his horse to take off for battle, the petrified young boy cautions the Greek that Boagrius was the biggest man he’d ever seen and he wouldn’t want to fight him. “That’s why no one will remember your name,” Achilles says in response and rides away.
Syngene & CRAMS are synonymous in the Indian stock market today.
From Early Discovery to Commercial Supply
NMEs cater to
~Pharmaceutical
~Biotechnology,
~Nutrition
~Animal health
~Consumer goods
~Speciality chemical
In this thread, let’s deep dive into their FY20 AR
1/ Syngene works with clients from around the world to find solutions to their research, development, and manufacturing challenges for small and large molecules while improving productivity, speeding up time-to-market, and lowering the cost of innovation.
Syngene At a Glance
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Plans
~Capacity Addition
~Capacity Expansion
~Partnering for Success
Vision: “To be a world-class partner delivering innovative scientific solutions”
Financials are strange businesses. On a sale, money goes out from the pocket rather than coming in.
Growth comes first. NPA comes later.
Aavas Financiers says: “What Kills Others Makes Me Strong”
Buckle yourself up as we’ll take you through the 19-20 AR
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Challenges for Aavas:
~People, Process & Branch intensive
~Caters to Tier2 to Tier 6 towns
~Underwriting difficult
-Lack of docs
-No CIBIL records
-Mostly catering to EWS and LIG category
Now let’s run past the AR to find the cues to their success
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Aavas Financiers
A Fast-growing Small Housing Finance Company in a Large Growing Housing Finance Market in India
Indian Energy Exchange, like a toll bridge, connects power generators with power consumers & distributors. The alternative to IEX like alternatives to toll bridges is more expensive bilateral agreements.
Fasten your seatbelts as we’ll take you through the 19-20 AR of IEX.
2/ Transformation in the energy sector
~Benchmark prices for all electricity transactions
~Transparent mechanism for price discovery
~High liquidity on exchange to ensure the lowest cost and assured supply