Added Jaro Institute @ 436
Less than 50% of the IPO price of 890.
Subscription Details:
Total: 23.20 times
(QIBs): 37.19 times (excluding anchor investors)
Non-Institutional Buyers (NIIs): 37.32 times (with bNII at 35.59x and sNII at 40.77x)
Retail Investors: 9.15 times ROCE 39.89%, ROE 35.76%, OPM 33%. NPM 21.17%, Current Ratio 2.03 and Debt/Equity 0.13 , QOQ sales up 32.54%, Promoter holding 57.3%
Partners with 36 institutional partners (including 7 IIMs and 7 IITs).....

1/n A small thread on Suvorexant.
Suvorexant is an interesting drug class (orexin/“wakefulness” blockers) and India’s market is just starting to wake up to it. Below I’ll summarize the medicine, safety/clinical points, what’s happening in India (companies & regulatory status),..

https://twitter.com/mukul3762/status/1974758472974745683

2/n IP/patent picture, and the likely commercial outlook — with sources for the key facts.
*Quick summary — what suvorexant is*
Suvorexant (brand name Belsomra, developer Merck) is a dual orexin receptor antagonist used to treat adult insomnia (difficulty falling asleep....

1/n
Bajaj Healthcare reports strong Q2 FY25 financial results.
✓ Signed a development and supply agreement with a European partner for an API for clinical trials, showcasing our strong manufacturing capabilities and GMP-compliant facilities. Future supplies will be from.....
2/n
the FDA-approved Savli, Vadodara unit.
✓ Actively working on new product development to expand the portfolio and reduce dependency on the top revenue-generating product.
✓ Continuously scaling up the Opium Processing segment, witnessing surging quarterly run-rates in ...

Fantastic WhatsApp forward from my sister settled in US since last 4 years.
US is working very hard, in full force, to change Modi regime; its the top agenda item for the Hillary-Obama Cabal that is the real power behind Biden.

Do not underestimate your enemies. .... The problem with PM Modi is not that he is a Hindu nationalist but that he CANNOT BE BOUGHT. And CIA abhors such men. Remember how CIA wrecked India’s cryogenic engine development. Nambi Narayanan and others could not be bought - so they along with pliant Indian politicians.....

Balu Forge Industries Ltd.
An extensive write up. Have tried to do justice to the entire data available and compile it into an interesting read.
Was trying to understand what the company upto. Please let me know how it was and if I missed anything.😊

Mrs Bector's Food Specialities Ltd. - A note.
Company was incorporated as Quaker Cremica Foods Private Limited on September 15, 1995. It manufactures biscuits and bakery products that are marketed under Mrs. Bector’s Cremica and Mrs. Bector’s English Oven brands, respectively... Mrs. Rajni Bector started the enterprise in 1978 by manufacturing ice creams, bread, and biscuits. It is promoted by Mr. Anoop Bector who has over 25 years of industry experience. He is also the MD of the Company.
KEY POINTS
Brand Reputation
The Company is one of the leading...

1/n
Texmaco Infrastructure & Holdings Ltd
Company is in business of supplying power from 3 MW Hydel Power Project located on the river Neora, District Darjeeling, West Bengal and certain job works.
Currently the company derives majority of its income from leased properties...... 2/n dividend and interest income from investments.
KEY POINTS
Business segments FY 2020-21
Rental Income (45.06%): Company has investment properties at Gurugram & Delhi, which are rented for official use. Company’s property at Gurgaon has yielded lower returns in comparison...

WeP solutions Ltd. An evolving company in SaaS and PaaS space. From a e-peripherals spinoff of Wipro the company is rapidly diversifying into giving Phygital Enterprise Solutions. As mentioned earlier the company is also the sole agent to RICOH. Some notes that I made.

From ITC : A copy of the Investor Presentation made by the Company’s representatives at the ‘Morgan Stanley Virtual India Summit’ on 9th June, 2021.
@dmuthuk @LongtrmInvests
bseindia.com/xml-data/corpf…