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Harinder S Nanda

25 Jun, 4 tweets, 3 min read

@ishmohit1

In investing never think in absolute terms... Always think this could be a part of the reason... Have a mind like sponge to absord information from different sources... Always keep an open mind
- @ishmohit1 (@soicfinance)

@ishmohit1

There is one nucleae bomb and then there is something called carpet bombing... #LAURUSLABS is placed beautifully with levers of capacity increase coming every quarter
- @ishmohit1 (@soicfinance)

Personally I feel it would be an amazing journey from here on too... Tracking the business that's still growing like anything... Testing if management is walking the talk or not... 4 amazing verticals at wonderful junctures... But as it goes with all probabilities...

@ishmohit1

We need keep a check and revisit atleast every quarter to validate our thesis

Immense gratitude to @ishmohit1 @soicfinance @unseenvalue @jeevanpatwa & @punitbansal14

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Harinder S Nanda

@tweetinder1

27 Jun

@soicfinance

#HDFCLIFE has come up with its first integrated report ever for the year 2020-21

Tried to cover some insights from the report in this thread 😊🧵

Report link:
bseindia.com/xml-data/corpf…

@soicfinance @ishmohit1 @suru27 @aditya_kondawar @dmuthuk @itsTarH @HDFCLIFE

Retweet pls 👍🏼

REFLECT :: RESHAPE :: RESURGE
Vision to be the most successful and admired life insurance company, which means that we are the most trusted Company, the easiest to deal with, offer the best value for money and set the standards for the industry. “THE MOST OBVIOUS CHOICE FOR ALL”.

🖊 First private insurance company to get license from IRDA in 2000. Later commenced business in 2001.
🖊 Key strengths include customer centric approach, diversified distribution, balanced product portfolio, Robust risk management and digital capabilities.

Read 14 tweets

Harinder S Nanda

@tweetinder1

18 Oct 20

🧪 Syngene Intl Ltd.
A Contract Research Organisation

Incorporated as a subsidiary of Biocon in 1993.

Overview: 👀
👉🏼 360+ active client
👉🏼 400+ patents held with clients
👉🏼 4200+ scientists team (460 PhDs) 👨🏻‍🔬👩🏻‍🔬
👉🏼 90% employees 25-40 yr age
👉🏼 1.9 Mn sq ft world class infra

What they do:🕴️
All large pharma companies who provide us with the multi colored medicines 💊need a lot of work to be done before they bring their product out in market after crossing all research and regulatory hurdles.

This is where Syngene ✨ comes into the picture. Its providing the research infrastructure to these big giants of medicine world.

Read 8 tweets

Harinder S Nanda

@tweetinder1

18 Oct 20

Nestlé India

Just ten companies own almost every major food and beverage brand in the world.

Nestlé is one of them.

It has been in India for over 100 years commanding major market share in most of the product segments. Having brands like

Maggie Noodles 🍜
Maggie Ketchup 🍅
Nescafé ☕
Nestea 🍵
Milkmaid 🥛
Lactogen/Nan 🍼
Cerelac 🍚
KitKat 🍫
Milkybar 🍫
Bar-One 🍫
Munch 🍫

under its umbrella.

And new innovations like

Koko Krunch 🍪
a+ fortified milk 🥛
a+ probiotic curds 🍨
Maggie Pasta 🍝
Maggie Poha 🍲

have given even more traction to a world renowned name in a huge consumption story like India.

Read 4 tweets

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