Writing a thread on key learnings from Prabhudas Lilladher’s report on Healthcare sector covering the entire sector & key listed players.
The content of the same is as follows:
-Overview of Healthcare Industry
-Investment rationale
-Key sectoral risks
-Company Analysis
#Pharma
Overview:
India's healthcare industry has shown remarkable growth in the recent past and the momentum will certainly continue in FY23 with improvement in occupancy, better case mix and sustainability of current ARPOB.
- Guiding for OIBICD of 32% -33% on annual basis, higher in current qtr as no movie has been released.
- 165 songs have been released in Q3
- Growth of 25% - 30% coming from 2 factors – industry growth of 11% & grabbing market share
- Not going to pick up any content at any price, revenue growth will not come at the cost of PBT
- No plans to invest in the marketing & distribution of Carvaan, break even in carvaan
Dec 23, 2021 • 21 tweets • 19 min read
A thread on the summary points of webinar by @ishmohit1 at @ias_summit last week on Navin Fluorine moderated by @MashraniVivek & @cautkarshpandey@ishmohit1@ias_summit@MashraniVivek@cautkarshpandey Overview of Fluorine Industry:
Fluorine is made out of raw material which is known as Fluorspar. China contributes to 60% of mining of Fluorspar. Due to environmental concerns, China has cut back on fluorspar mining and processing. Fluorine is replacing toxic chemicals.
Dec 22, 2021 • 31 tweets • 5 min read
Summary notes of QIP document of Phillips Carbon Black Ltd: (A long thread)
Overview
We are the largest carbon black producer in India by capacity. Globally, we were the 7th largest carbon black company, by sales. As a manufacturer of over 75 grades of carbon black,
we have a diversified product portfolio. Our performance chemicals are used in the production of rubber-based products primarily as a reinforcing agent in tyres and non-tyre rubber products (“Performance Chemicals”) and our speciality chemicals are used in manufacture of
Dec 14, 2021 • 17 tweets • 5 min read
Writing thread on summary of RPSG Virtual Investor Conference - Saregama India Ltd.
Music Streaming:
- Music industry is growing so rapidly, globally it is growing at 9.5% but in India we have seen around 12% growth.
- Saregama music business has been growing at 20%, post fund raise guiding for 30% growth for next 5-6 years.
- Will invest aggressively in acquisition of film music in Hindi, Tamil & Telgu and non-film music in Hindi, Gujarati, Bhojpuri, Bengali, Tamil, Telgu & Malayalam
Oct 24, 2021 • 9 tweets • 44 min read
Hello guys sharing my list of channels, websites & persons I follow for my learning.
Lets learn & grow together
