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Jul 22 18 tweets 3 min read
Emcure Pharmaceuticals LTD :
A Detailed Analysis

🟩Introduction🟩

Emcure Pharmaceuticals Limited is an Indian multinational pharmaceutical company headquartered in Pune, India. Founded in 1981

🟩Key Points 🟩

1️⃣Emcure Develops, Manufactures & Markets a wide range of

(1/17) formulations and APIs, with a Diverse portfolio of orals, injectables, and biotherapeutics
pharmaceutical products across several major therapeutic areas as Below with detailed Revenue share :

Gynecology 24.09% Cardiovascular 15.7% Anti-infectives 10.97%

(2/17)
Jul 10 4 tweets 1 min read
#Emcure Pharma

Some People are worrying of no bulk deals

But let me clear why there is no #Bulk deals :

The criteria to Report any trade in bulk deal is,
"Number Shares of shares bought or sold should be Greater than 0.5% of the Equity Capital of the company"

Emcure's

1/n
-Total number of shares o/s are ~18.1 cr so it's 0.5% would be 9.05 lac shares

So minimum deal size should be 9.05 lac shares × 1360 (cmp) = 12,308 cr ₹

And deal less than 12,308 cr would not be reported by exchange.📌

Most deals should be in range of 100 to 2000 cr ₹

2/n
Feb 12 5 tweets 2 min read
#SurajEstate Developers.

Quite exciting result of #Q3🟢

15.96 TTM PE based on last half year performance is dead cheap valuation.
Peers Godrej at 95 PE ,Oberoi at 30 PE ,Prestige estate at 27.54 PE & keystone at 48 PE.
So Suraj at comparatively very low Valuation than industry
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Revenue QoQ inline.
Current 9M 24>Last FY23 revenue so it's big beat for small cap stock

Positives :
🟢
285 cr high cost debt repaid and the immediate effect of finance cost reduction will be seen in upcoming quarter 4 (Q3 fianance cost is 47 cr so expecting 18-19 cr cut in Q4).