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Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳

@DrdhimanBhatta1

Dec 4, 2022

I have made many losses and did many blunders in my financial life.

Time for a thread 🧵 how to protect your capital, maximize your gains and how to approach ASSET ALLOCATION.

Fasten your seatbelts.
(1/n)

I made mistakes being lazy and procrastinating and sometimes in FOMO, sometimes without realising the class I have allocated my assets.
Now when I save and invest, I try to follow some simple principles to protect my capital.
I am a novice,so take it with a pinch of Salt.
(2/n)

I follow a simple 60/40 rule.

Suppose I have 100 Rs to allocate.
I love to save 60 Rs in equity and 40 Rs in Debt.

I have a predetermined date of the year when I relocate my assets.
These are usually twice a year.
(3/n)

Read 8 tweets

Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳

@DrdhimanBhatta1

Nov 12, 2022

@AdityaD_Shah

As requested by my good friend @AdityaD_Shah ,here are some ANTITHESIS according to me for #Supriya lifesciences.

1. Ketamine was the major anaesthetic in the 90s, nowadays so many great anaesthetic agents are available with so many side effects of ketamine, I don't find (1/n)

https://twitter.com/AdityaD_Shah/status/1591311893045866497

Any of my anaesthetic friends using ketamine in the operation theatre.
Remember, ketamine API is the major source of revenue for #Supriya lifesciences.

2. Import of raw material from China.
They are completely dependent on China for raw material and the most unpredictable (2/n)

Country in the world for any trade is China!

3. Also #Supriya lifesciences exports to China their end product.
Again the risk is very high due to continuous unpredictable lockdowns in China due to the Chinese virus err #COVID19 .
A big red flag.

4. They also export to (3/n)

Read 9 tweets

Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳

@DrdhimanBhatta1

Oct 31, 2022

L&T Technology Services achieved a $1 billion revenue run rate on an annualised basis during the Q2 of FY2023.

Despite a slowdown in the western world, LTTS also raised its revenue guidance to 15.5-16.5 per cent for the current financial year.

The L&T Group company (1/n)

was also able to manage its operating margin above 18%.

LTTS' MD & CEO, Amit Chadha said LTTS is fairly confident of maintaining the growth momentum in the second half of this year.

He said that despite geopolitical turmoil affecting the world (2/n)

demand environment for LTTS in Europe remains strong. R
Areas like clean energy and electric vehicle R witnessing increased IT spending by enterprises!

In regard to 5G, the CEO of LTTS said the spend is yet to trickle down but will start happening in 2023. He said that the(3/n)

Read 5 tweets

Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳

@DrdhimanBhatta1

Oct 26, 2022

Granules India :

29.54% growth in total revenues for D September 2022 quarter on consolidated basis at Rs 1,150.73crore.

Revenue growth:
12.87% in sequential terms. It saw revenue share of the US increase by nearly 400 bps to 57.8% in this quarter.
(1/n)

Revenue mix:

APIs contributed 20%
PFI 20%
Finished dosages 51% of revenues.

This quarter,
Granules filed 2 ANDAs,2 DMFs in D US and 3 CEPs.
It also received approval for 2 ANDAs during the current quarter ended in September 2022.
(2/n)

Consolidated PAT for September 2022 quarter was up 79.85% at Rs145.10 crore while profits were up 13.7% sequentially for granules India.

On YOY basis,EBITDA increase was 61% while EBITDA grew 155 QOQ.EBITDA margins expanded YOY by 400 bps from 17% to 21%.
(3/n)

Read 5 tweets

Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳

@DrdhimanBhatta1

Sep 23, 2022

https://twitter.com/DrdhimanBhatta1/status/1573168513816330240

What is the basic difference between the R&D business of HCl technology than with the companies like Tata elxsi and LTTS?

The answer is for HCl technology it's a part of their total business but for Tata elxsi and LTTS, this is their solo business.(1/n)

https://twitter.com/DrdhimanBhatta1/status/1573168513816330240

Again what is the difference between rajratan global wire Ltd business to than of tata Steel?

Bead wire manufactured by tata Steel is a part of their whole business.

But for rajratan global wire it's their niche business.
(2/n)

Now you know why a tata elxsi or a rajratan global wire Ltd has gotten so much attention from Mr market!

Likewise today's topic of discussion is also working in its niche segment.
Yesterday night I received this dm from one of my friends.
(3/n)

Read 18 tweets

Dr Dhiman Bhattacharya 🇮🇳 🇮🇳 🇮🇳

@DrdhimanBhatta1

Aug 30, 2022

https://twitter.com/DrdhimanBhatta1/status/1564549265263046656

Let's have contrarion views on #PEL and #PiramalEnterprises .

Please comment below 👇 with your views guys.
Piramal pharma being demerged from its mother company and special situation has come.
Everyone in my vicinity asking me when to sell #PEL !
Post demerger you can sell it(1

https://twitter.com/DrdhimanBhatta1/status/1564549265263046656

Let's have a small contrarion thread 🧵 on #PEL or #PiramalEnterprises .
Let's discuss the value of the businessess.
My calculated valuations are Iike this. 👇

For Shriram Rs 270.

For loss making finance business I have taken 1.3 as price to book value.
So this business (2/n)

may be valued at RS 1350.

For their unallocated net worth I have calculated RS 110.

As a whole it stands around RS 1680.

So, the great piramal pharma may be listed somewhere Rs 800 as per my calculation.

So, the EV/EBIDTA for piramal pharma business comes (3/n)

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