#Neuland (FY-21 Annual Report) :

- Focused on growing CMS business ; 4-5 late stage projects to get commercialised in next 12-24 Months.

- GDS business can grow with addition of specialised, high value APIs in Speciality segment. (Semaglutide)
GDS Business :

- Plans to launch 18 new products in phases during this decade.

- 3 Peptides at various stages of development for GDS business.

- The specialty segment is expected to drive profits and prime segment is expected to strengthen the vertical in the coming future.
CMS Business :

- High Risk High Margin business with less competition

- Inflow of late-stage projects, having potential to boost revenue in the next fiscal.

- Peptides : Some molecules are at an advanced stage of development & show considerable promise for commercialisation.
Research & Development :

- 300-member strong team of research scientists.

- Filed 2 USDMF during FY-21 ; Ready to file 5 more DMFs.

- Added a new peptide lab and non-GMP Kilo lab for Unit-III

- Committed to develop high value molecules.
Supply Chain Risk :

- Earlier ~ 60% of raw materials were coming from China, whereas from June 2021 less than 10% of raw materials will be imported from China.

- Focus on in-house manufacture of some of the intermediates at Unit-III.

• • •

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More from @Investor_Mohit

27 May
How to select stocks for your long term portfolio :

A Thread 🧵⤵️

(i) Selecting the sectors
(ii) Selecting the companies
(iii) How to review and decide
(iv) Perfect time to exit/pyramiding

Do Like and Share to help us educate maximum investors.

(1/n)
(i) Selecting the sectors :

• Sectors which are unaffected due to any slowdown or in other words, non-cyclical sectors should be preferred.

• Which are having good demand of their products / tailwinds in their favour. IT/Pharma is the recent example.

(2/n)
• Govt. policies in favour of the sector by imposing any duties or providing incentives to the industry.

• Always check for proxy plays, Example :

- Realty boom - Building materials, Appliances, Cement (Proxy)

• Sector which is the need of the hour - Renewables.

(3/n)
Read 12 tweets
18 May
Kingfa Science & Technology (India) Limited :🧵

There is nothing more powerful than an idea whose time has come !



- Victor Hugo

Read more about the company in this thread. :)
About the Company :

• Hydro S&S to Kingfa (India)
• Brief overview about parent company ImageImage
Products : (PP + EP division)

• Polypropylene
• Engineering Plastic Compounds
• Fiberglass
• Thermoplastic Elastomers
• Product Applications ImageImageImageImage
Read 8 tweets
11 May
These are 5 companies which can grow in next 5+ years : (not a buy recommendation)

(i) Neuland Lab :

- Unit-III yet to contribute ; can increase revenues by 300-400+ Cr.

- Peptides : Early mover advantage ; should contribute in coming years.
(ii) Medicamen Biotech / Shivalik Rasayan :

- Trading at premium valuations because of their entry into oncology segment.

- Shivalik into APIs and Medicamen into Formulation ; both are operational now.

- Exponential growth is possible due to lower base.
(iii) Borosil Renewables :

- Trading at fair valuations.

- Expanding aggressively in Solar Glass segment.

- Honest management / promoters.

- Demand of Solar Glass is expected to increase exponentially due to increasing use of BIPV and Glass-Glass modules.
Read 6 tweets
4 Apr
#Solar Energy Theme :

There were very lesser investors who were aware or interested in this theme few years back.

Reason - Wealth destruction in Moser baer & Indosolar.

These companies expanded their capacity with the help of huge borrowings.

(1/n)
Later on, they couldn't compete with Chinese imports and were unable to service their debt.

Lesson learnt - Never over-expand without knowing the risks.

Now, India has set some ambitious targets for #Renewable Energy which makes it more interesting.

(2/n)
Now, let's understand cost percentage break-down of a solar power project :

- Solar Panels : 50-60% of the total cost.

- Solar Inverter : 10-15% of the total cost.

- Mounting Structure : 5-10% of the total cost.

- Balance of System : 5-10% of the total cost.

(3/n)
Read 12 tweets
24 Mar
Borosil Limited : 🧵

• Sales of Larah grew by more than 4 times in 5 years !

• Trading at an EV/EBITDA of 34 times (TTM Basis)

• Expected EBITDA for FY-22 : 120+ Cr. ; lesser than 15x EV/EBITDA.

• 7-Years CAGR in Revenues : 25% while in Operating Profits : 32%.

(1/n)
About the company :

• Borosil Limited was established in 1962 by the earlier promoter Corning glass and it was acquired by Kheruka family in 1988.

• Borosil Limited is a very well diversified company which consists of consumer products and life-sciences division.

(2/n) ImageImage
Business Segments :

• Consumer Products Division

• Larah - Opalware brand

• Comparison of Larah & LaOpala

• Medium-term guidance on CPD business

(3/n) ImageImageImageImage
Read 5 tweets
13 Mar
#Nazara Tech is a very small company in the whole gaming sector but opportunity size is huge !!

#Roblox is trading at 40+ times FY-20 sales while clocking losses on operational and net level.

If the same happens in Nazara, Valuations can overstretch to unimaginable levels.
Global gaming market size is close to 158 Billion US$ while India is holding merely 1% market share globally.

Online gaming industry is expected to grow at a CAGR of 30-40%+ for next many years which brings an exciting opportunity to players like #Nazara.
Nazara is very well diversified and can be divided into 5 segments :

- Gamified early learning - Paper boat (Kidoppia)

- eSports - Nodwin gaming, Absolute Sports

- Freemium - Next wave multimedia

- Real money gaming - Halaplay

- Telco subscription
Read 7 tweets

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