The budget outlay for health is Rs 2,23,846 crore, an increase of 137% from last year's budget.[94,000 cr.]

PM Aatmanirbhar Swastha Bharat scheme with an outlay of Rs 64,180 crore.

@ShamikaRavi #Budget2021 #Health
-4 National Institutes of Virology to be set up. At present, there is only one at Pune.

-Critical healthcare facilities to be set up in 62 districts.

-Mission Poshan 2.0 to be launched

#AatmanirbharBharatKaBudget #Budget2021
-Pneumococcal vaccines will be rolled out across the country to avert 50,000 child deaths annually

-Rs 35,000 crore allocated for #COVID19 vaccines (will allocate more if required)

-Rs 2.87 lakh crore for urban Jal Jivan (water supply) Mission

-Rs 2,217 cr for 42 urban centers with a million-plus population.

-Urban Swachh Bharat Mission 2.0 will be rolled out with an outlay of Rs 1.48 trillion over 5 years: FM

-Voluntary vehicle scrapping policy to phase out old and unfit vehicles

#Budget2021 #AatmanirbharBharat

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More from @ajitsuryak

3 Feb
#SequentScientific Thread. 🐂

ROCE 5Yr-13.6 %; ROE 5Yr-14.7 %; D/E-0.5
NO. 1 Animal health company from India
27 Commercial APIs
US$100MN+R&D investments
Promoter: Carlyle Group - 53%
Cons. Revenue UP 13% YOY

@unseenvalue @arc1471 @drprashantmish6 @MunkThePunk @caniravkaria
#Sequent (2/n)
₹1,272 MN Cashflow from operations in FY20

100+ Countries Presence

Revenue: 66% from the formulations and the rest from APIs

SSL’s consolidated EBITDA margins improved to 14.4% in FY20 (FY19: 12.0%, FY18: 9.8%)

@Jitendra_stock @Investor_Mohit @ThetaVegaCap
#Sequent (3/n)
Stabilization of operations at its US FDA approved Vizag API facility led to an improvement in SSL’s API sales and EBITDA in FY20

Of the total formulation sales, the regulated markets of Europe contributed 47% in FY20,

5 Global R&D centers  

Read 5 tweets
25 Jul 20
#UPL #Basics
-5th largest agrochem. company in the world (Mark. Cap: 34,699 Cr.)
-ROCE: 10.36 %
-ROE: 14.87 %
-D/E: 1.52
-Trading at a discounted price based on both P/S ratio (0.97) and Trailing P/E

@saketreddy @unseenvalue @caniravkaria @nid_rockz @ThetaVegaCap @DhanValue
-Profit growth 5Years: 12.18
-MF increased their holding last month
-Wider footprint and extensive product portfolio to drive growth
-Arysta merger synergies to improve margins
-Long term revenue based on the company’s robust R&D initiatives on several new products
++Some inputs from the #Macquarie research regarding the UPL debt concerns.

-UPL is expected to generate healthy cumulative FCF of Rs72bn over the next 3 years.
-Leverage to decline. Healthy FCF generation to support deleveraging for UPL.
Read 4 tweets

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