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@AnishA_Moonka

31 Jul

Windlas Biotech IPO notes 💊

'What's in a name? that which we call a rose by any other name would smell as sweet' ~Shakespeare

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ Basics about the IPO 👇

Incorporated in 2001

Fresh Issue of 165crs (50 for capex | 48 for Working capital | 20 for debt payment) + OFS of 237crs (Partially by promoter & PE Tano selling out as the fund tenure is up)

~ Total raise of 402crs

2/ About the company (Not a Biotech company)

A Contract manufacturer for formulation cos. (204 in total) for Indian markets & a small domestic OTC biz

3279 products, 4 plants with 700cr tablets/capsules capacity

Emphasis on chronic (60% of rev) & complex generics (70% of rev)

Read 15 tweets

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@AnishA_Moonka

26 Jul

Glenmark Life Sciences (GLS) IPO notes 🔬

Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ About the company

Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc

Basic details about the IPO 👇

Note: After paying off liabilities, 150crs remain for capex.

2/ The Journey

Established the API business in FY02

Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.

Filled 403 DMFs & CEP registration across markets globally.

Read 18 tweets

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@AnishA_Moonka

17 Jul

A thread on the snippets (paragraphs & quotes) from the book ‘The Hidden Life Of Trees: What They Feel, How They Communicate’ by Peter Wolleben (A forester 🌳)

‘Trees in the forest are social beings.’

This thread will be updated as I read further & further.

1/ Trees are underrated.

2/ Wood Wide Web.

Read 22 tweets

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@AnishA_Moonka

15 Jul

Mr. NS Mohan (MD, Suprajit Engineering) gives a perfect example to explain the Indian Automotive Industry: The doll 'Okiagari- Koboshi'

Whenever something hits them, they upright themselves & then again something hits them & on & on. (1/3)

Alludes to the fact that been in the industry since 1985 & never seen them being hit with such severity & regularity.

Still, the industry isn't out.

These are the trends that are playing out 👇 (2/30

So what lies ahead? He said: I don't know. (3/3)

Read 4 tweets

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@AnishA_Moonka

8 Jul

A thread on the snippets (paragraphs & quotes) from the book ‘Modern Monopolies: What it Takes to Dominate the 21st-Century Economy’

This thread will be updated as I read further & further.

1/ The burning platform.

2/ Why did Nokia fail?

Read 15 tweets

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@AnishA_Moonka

8 Jul

Why your nearby restaurant has a sweet-sour relationship with Zomato/Swiggy?

A mini Thread 🧵👇

1/ Aggregator Economics

Aggregators are cash-guzzling businesses

Although the restaurant volumes go up, increasingly these companies are getting stricter with respect to their cash flows leaving no cut for the restaurant owners

With the listing, this will continue to grow.

2/ Customer Data Masking

Aggregators don't share any user data with the owners leaving them clueless about their customer base, their demographics & trends.

Owners feel that they are losing their brand value & their food is getting commoditized.

Read 8 tweets

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