#Syngene FY22 Annual Report is out.

Here are some key takeaways from it👇

🧵🧵🧵🧵🧵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗮𝗿𝗲 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝗯𝘆 𝗳𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗶𝘃𝗶𝘀𝗶𝗼𝗻𝘀

1⃣ 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀

Did you know?

Which are the countries having highest reserves and production capacity of lithium and cobalt and where India stands today?

Let's understand the whole economics of these key raw materials and how India is progressing to become self reliant in EV Battery Mfg. Lithium:

From the below image we can comprehend that Chile, Argentina and Australia are owning ultimate reserve of lithium while currently Australia and Chile are the biggest producers of lithium 👇

Do you know??

Despite being the second largest MMF (Man Made Fibre) producer, India has only 2% market share in MMF Exports

Whereas China, Bangladesh & Vietnam have 38%, 9% and 6% share respectively

Let's understand the industry structure, foreign policy, PLI Scheme etc
🧵🧵🧵 First let's understand the basics about different fibres

𝐍𝐚𝐭𝐮𝐫𝐚𝐥 𝐅𝐢𝐛𝐫𝐞- These fibres are sourced from nature, like plants and animals, these are mainly used in clothing. Example- cotton, wool, silk etc

Recently, IT major giants TCS & Infosys reported their results. There is a fear of High Attrition & Pressure on Margins.

But Do You Know, Is it happening first time or history is rhyming

Let's Deep Dive to understand the historical trend & how it can pan out from here on
🧵🧵🧵 From above historical data of IT companies, It is evident that attrition zoomed between 2010-12 and later got normalized.

Similar trend is visible now and likely to normalize in a year or two, subject to demand environment

#TTKHealth #BharatSerum

TTK Healthcare Sold off its Pharma Division to Bharat Serum and Vaccines.

Lets understand what does it mean to TTK Healthcare and their future plans⤵️

🧵🧵🧵 1⃣TTK Healthcare sold his human pharma business to Bharat Serums for 805 Cr.
2⃣Company would be receiving around 595 Cr (74%) as cash and remaining as equity shares
3⃣Human pharma contributes 25% in total turnover, and it is focused on women health

Recent Business environment has been mix for Chemical, Pharma & API companies 🧪🏥💊. Its time to decode what happened across the industry and how companies are surviving through these headwinds.
An educational thread 🔖🧾 on what happened across and summary of their concall ☎️☎️ Aarti Drugs, Surviving in Headwinds,margins under pressure 📉
bit.ly/30V1CVa
Eris Lifesciences, Growth levers to be triggered in Cardio Metabolic Segment🫀
bit.ly/3xkwM4f
AuroPharma, Will injectables help in recovery? 💉
bit.ly/3FILIfn

#RBIGuideline
- Capital requirement for Universal Bank & Small Finance Banks has raised to 1000 Cr. from 500 Cr. & 300 Cr from 200 Cr respectively
- Initial lock-in of 40% stake of promoters for 5 years (No Change) - Maximum promoter stake raised to 26% of paid up voting equity share capital from 15%, in the long run of 15 years
- It applies to new as well as on existing banks
- Promoter can bring down holding to even below 26% after lock in of 5 years

#FreightCost
As Ocean freight rates have dropped by $10-15/t since Nov. What are the possibilities in future lets understand

Reasons of drop:
- As Winter Olympics are near so China wants clean environment so reducing fossil fuels consumption - China instructed large power consuming industries to lower the production and it ramped up its coal production from 11 Mnt to 12Mnt so because of that China's coal stock has returned from its low

Let’s understand latest action taken on #PoonawalaFincorp #MagmaFincorp by SEBI, behind the scenes and what were recent development in company Action Taken by SEBI and Reasons
-SEBI received insider trading alerts in Magma when the announcement was made regarding acquisition of a controlling stake in the Company by Rising Sun Holding (RSHPL, controlled by Poonawala group owned by Adar Poonawala,Serum Institute Owner).

At Hansraj Capital, we are initiating company analysis. Let’s understand all we need to know about #Xelpmoc before making any investment decision

Thread..... Xelpmoc Design & Tech Limited, A company which is having innovation in name (xelpmoc is reverse of complex) and business both. The company is running under the supervision of MR. Sandipan Chattopadhyay(Ex-C.T.O. of Just Dial).