Dr.Vimal Agrawal Profile picture
Doctor ,Value Investor, Entrepreneur
Dec 1, 2023 25 tweets 6 min read
Tarachand infra logistics 🏗️🏗️🏗️
CMP-173 ( 1/dec / 23)
MKT CAP - 245 crore
P/E -21
Promoter holding - 73.3%
If you like thread pls like & RT🔄 Image 1/n
It serves India's infrastructural & industrial
needs through Warehousing,
Transportation, Equipment Rental, &
Turnkey Infra-Project Execution. With 35+
years' experience, we're a top Steel
Warehousing & Transport entity, handling
10M+ tons of Steel annually.
Jun 5, 2023 11 tweets 3 min read
Hello every one recently Guna sir make his 4 hour long twitter space 🚀, i had made some take away for better for everyone pls like & RT , tell what is your favourite line conducted by Aditya ji @Aditya_joshi12 & @soverennofficial
1/n
PUNYA
P- Promoters stand for vision
U- under research company
N- New business
Y- young mkt cap
A - Affordable price/ valuation
✨Betting on right promoter is almost 80% job done
✨Making money is by product
✨ Paisa wahin jahan koi nahin
✨ Less than < 100 CR mkt cap.
Jun 4, 2023 17 tweets 5 min read
Shree Ganesha remedies
#SGRL
MKT CAP - 450 CR
PRICE -360( 4/6/23)
Promoter 63% - 69% (strong idea of generation)
P/E- 26 fairly valued
ROCE - 25%
ROE- 22%
PEG - 0.90
ALMOST DEBT FREE.
Betting on promoter 80% & 20% with good OPM % .🧵 Image 1/n
SGRL is engaged in the business of Pharma Intermediate.
In July 2021, SGRL successfully commenced the commercial production of a newly developed Cyclo-Propyl derivative. This is used in drugs like Naltrexone google.com/url?sa=t&sourc…. & Buprenorphine ncbi.nlm.nih.gov/books/NBK45912…
Apr 22, 2023 25 tweets 6 min read
One of the only listed Medical College with hospital in listed Space in India , valuation is favorable still ,with little sense of humour , let's start✨ 🙏🧵 #kovai 1/n
Greatest event that has taken place In the history of kovai medical College , inauguration of new medical College in coimbatore, with an intake of 150 MBBS students with affiliation of Tamilnadu DR.MGR Medical University- AR20
AT 23 ALMOST 4 BATCH COMPLETED.
Mar 4, 2023 25 tweets 6 min read
#naturalcapsule
#Natcap
Betting on successful transition and change toward capsule to API , 🧵👇 1/n
✨Est in banglore in 1993 with 3 capsule mfg lines 1 BCPA(=BILLION CAP PER ANNUM)

✨BY 2003 PONDICHERRY expansion via debt recovery tribunal auction added 770 mcpa.

✨Frm 2003-13,it raised production to 7.1 bcpa,
expanded to overseas mkt & added marque client portfolio
Dec 6, 2022 20 tweets 5 min read
#RPG #rpglife life science business analysis,
It's was my diwali pick trying make two cent to add some value
A turnaround company with margins expansion & get rid off from DPCO specially your monopoly product ✨🧵 Image 1/n
👉Leader in immunosuppressant segment
👉50+ year rich legacy, integrated operation with capabilities of both development & mfg in API & formulation,
👉company operating in domestic & international mkts in branded formulation,
👉global generic, API🧬💊
Sep 24, 2022 14 tweets 4 min read
#betadrugs

AR FY21-22

MY TWO CENT .

If you like please RT

Second wave of COVID 19 impacted lives ,bussiness across the board.

We have also started to see inflation across economic in the world, interest rate increase & with ukrarian war conflict,supply chain constraints. 2/n
Even the world experienced chaos and disruption, we delivered our highest growth .

FY22 revenues grew by 58% to 183.84 crores while consolidated EBITDA grew by 72% to Rs 43.5 crore from 25.24 compared with the year ago period. EBITDA margins expanded to 23.6 % from 21.7%
Mar 18, 2022 24 tweets 8 min read
Gufic bio science stock analysis
( RT if beneficial)
A Thread 🧵🧵👇 1/n
Company analysis
Mkt cap 2280( 18/03/2022)
CMP 235
P/E 25
ROCE 29%
ROE -29%
PROMOTER HOLDING 65% TO 75%
DEBT TO EQUITY ALMOST NIL