Tar ⚡ Profile picture
30 Jun, 4 tweets, 2 min read
So many updates on #SequentScientific Results, almost none focus on the most important metric

Net profit before tax and exceptional items (True Cash earned by the company) increase by ~55% YoY
ROCE now above 20% and PAT increase by 36.5% are signs of Operating Leverage

Before Op Leverage kicked in for Laurus, its ROCE was in ~14%
The Advisor onboarded created the animal healthcare business for Boehringer Ingelheim (~2nd largest animal healthcare business in the world with net sales of ~4.5 Billion+ and presence in over 150 countries
Look for qualitative insights in a business, quantitative insights are just ~10% of the work

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More from @itsTarH

24 Jun
The Oil drop in Reliance Logo has been replaced with a leaf #RelianceAGM
Okay, that's the foundations logo.
Moving on.

50% of EBITDA came from consumer business. Reliance is no longer an oil and chemical company.
Reliance Retail is 6x the size of next competitor in organized retail.

It's a shame that Walmart and not Reliance acquired Flipkart.
Read 15 tweets
20 Jun
It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is index investing?
2. Why S&P 500, Nasdaq 100 and DIJA are different?
3. How to create your own indexes?

Let's dive right in.
You may have noticed at the start of every book, there is a page which lists out various chapters and the page number for each chapter.

This is called the index of contents of the book.

It helps you understand what is where and give you a general idea how to read the book.
Similarly in the world of finance, we have financial indexes that are used to indicate where the overall market is trading.

Is it high or is it low?
Is it cheap or is it expensive?

These questions can be answered by looking at the index.
Read 35 tweets
16 Jun
@IndiaRatings published its latest report on #SequentScientific

Here are the key parts 👇🏼👨🏼‍🔬
Sequent has been on a product launch spree.
With the only USFDA approved animal only dedicated facility in India, sequent has commercialized

🧪 32 APIs
📜 Filed 23 DMFs
🥃 Pipeline for 35 Formulations
Majority of these products are in high margin injectable business.

Sequent also acquired a Germany based R&D business which will further strengthen its R&D Pipeline.
Read 5 tweets
14 Jun
Wuxi Biologics Revenue (in CNY)
2017: 1.6 Billion
2018: 2.5 Billion
2019: 4 Billion
2020: 5.6 Billion

Has a backlog of orders worth USD 11 Billion+
Various stages and potential revenue in each stage for a CDMO
Even after increasing their capacity at a rapid pace, Wuxi still has a backlog which is growing at 50% per year.

Imagine the demand for a Biologics CDMO in the industry.
Read 4 tweets
12 Jun
Its the weekend!

Grab a cup of coffee, in this thread I will explain

1. What are Porter's 5 Forces?
2. How to use them while analyzing a business?
3. What information can they tell you about a business

We will be analyzing Divis Labs as an example.

Lets dive right in.
Michael Porter, is a business and economics professor at Harvard Business School. He is the author of more than 20 best sellers, all written on the topics of competitive advantage, his expertise.

He is most famous for his work on 5 force model which was first published in 1979.
Porter's 5 Force model is used to identify competitive advantages a company has amongst its peers and in an industry it operates in.

A simple 5 point analysis can help anyone determine whether a company enjoys certain advantages that its peers do not have.
Read 32 tweets
7 Jun
Not everyone has the resources to enter Biosimilar markets

The science of #Biocon remains unseen, esp. by CSLA analysts.
A biologic compared to a generic drug.
Read 8 tweets

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