Sunday #Pharma Brew!

Attended amazing session by @AdityaKhemka5 and have compiled key understandings and takeaways in a small thread!🧵

Thanks @AdityaKhemka5 sir for such insights! 1/ Pharma Industry

-Only sector where India has global competitive advantage, companies in this sector are one of the best in the world with ace qualities.

-Global pharma market is $1100 billion.
-#US market accounts for $500 billion (5% population covers 40-45% of total markt)

#Industry Screening Q2 FY21!

We have filtered 5000 companies & Sector wise analyzed their recent Performances.

Find out which industry has performed strongly during this quarter.

Source: Screener & BSE
Special Thanks to @ayushmitt for this amazing platform @screener_in. @nooreshtech @jatin_khemani @gvkreddi @Gautam__Baid @nid_rockz @rohanmehta_99 @VRtrendfollower @ashishkila @stockifi_Invest @Vivek_Investor @Arunstockguru @drvijaymalik @rohitchauhan @dmuthuk @MrRChaudhary @insharebazaar @RajarshitaS @Rishikesh_ADX @MashraniVivek @a_basumallick

#BurgerKing IPO Conference Notes📝🧵

@ipo_mantra @varinder_bansal @Maaachaaa69 @SanaSecurities @sahneydeepak @nimeshscnbc 1/ IPO Details

#Lauruslabs Management Interview 📝🧵

Talks about:

-Strategy
-Richcore
-Formulation Journey
-API and all other segments
-Revenue mix & Guidance
-New Growth Areas

@punitbansal14 @drprashantmish6 @Investor_Mohit @AnyBodyCanFly @rdkriplani @caniravkaria

1/ Strategy from beginning

-Strategy is to start putting resources into development, create large scale manufacturing and then grow that biz

-They first did API then focused on custom synthesis then in 2014-15 they focused on formulations.

#ITC Paperboards eyeing on sustainable packaging solutions!

@dmuthuk @Prakashplutus @AnyBodyCanFly @Panks_Arora @SwarnashishC @prabhusaurabh91 1/ #ITC Paperboards

-ITC Paperboards & Specialty Papers Division of ITC group is a leading manufacturer of packaging & graphic
boards in South Asia.

-Paper division closed last fiscal with ~10% of its produce being exported. Exports will go up. In value terms, exports is 15%

#lauruslabs Call Note on acquisition of #Richcore 📝🧵

@unseenvalue @rdkriplani @nid_rockz @proxy_investor @jeevanpatwa

bseindia.com/xml-data/corpf… 1/ Why #Richcore?

-#Laurus is more chemistry based company and they do have biology but India is not that developed in this category whereas #china and #korea are way ahead of us.

-Laurus has no expertise in biology. They do accept this and #Richcore completes this expertise.

#Marico clearing its ways to optimize costs and focus on margins!

@SumitResearch @unseenvalue @datta_arvind @Panks_Arora @AvinashGoraksha
🧵 1/ What happened?

-The company is eyeing cost savings to the tune of ₹150 crore as it partly absorbs the price increase in key raw materials like copra, sunflower and rice bran.

#Rubber Industry - Inverted Duty Structure!

High import duty on raw materials and low import duty on finished products is hurting the domestic manufacturing industry, making it noncompetitive in the international market.

@VijayKedia1 @Arunstockguru @anshulbahl21
🧵 1/ Import Duty

On Raw Material:
-Natural latex liquid has 70%import duty

On Finished Products:
-Latex products have only 5% and gloves 0% under the FTA with ASEAN countries.

#Gulf Oil Lubricants Management Interview 📝🧵

@varinder_bansal @parasbehl7 @sonalbhutra @karansharma_09 @anandchokshi19

1/ Business

-Replacement lubricants account for 95% of topline. Lubricants are used in cars, bikes, tractors etc.

-Have usually grown at 2-3x of the market growth rate.

-#2 brand in the overall private market. (55% is B2C)

#NGL Fine Chem Earnings Call Notes📝🧵

@safiranand @unseenvalue @varinder_bansal @drprashantmish6 @AnyBodyCanFly @Arunstockguru 1/ Performance

-Q2 FY-21 had the highest quarterly sales of 68 Cr, a growth of 84% y.o.y. Top 10 products contributed 71% of topline and Top 5 contributed 45% of topline.

-Growth reasons: Market share gain + Growing demand.

#Visaka Industries Earnings Call Notes📝🧵

@Nigel__DSouza @nid_rockz @zeeeshansyed @MrRChaudhary @equialpha 1/ Performance

#FMCG: Safety is augmenting the growth!

#HUL pivoting to healthier food products and on other side #Emami enters home hygiene segment!

@blitzkreigm @AdeParimal @rishidarda @StraightTalk73 @Vivek_Investor

🧵 1/ #HUL

-Making changes to its product composition, including continued lowering of calorie, salt and sugar levels across all food products.

-Objective is to help people transition towards healthier diets and to reduce the environmental impact of the food chain.

#Cement Sector: Rural & Govt are driving the demand!

@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy

🧵 1/ Demand Drivers

-The fundamentals in the cement industry are strong.

-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.

-Prices are a function of market dynamics

#Nestle India keenly focusing on PLI, Capex & Growth!

@dmuthuk @Gautam__Baid @Prakashplutus @Prashanth_Krish @FI_InvestIndia @neerajarora91 @RajarshitaS

🧵 1/ #PLI scheme

-They believe once these policy initiatives are executed on the ground, it will be positive for food processing exports.