Most of the stocks we have discussed till now have done very well in Q2 nos. In reference to the post on the pre Q2 stock ideas : , both the companies have done well.
Ahlcon Parentals:
http://www.bseindia.com/xml-data/corpfiling/announcement/Ahlcon_Parenterals_India_Ltd_311009_RSt.pdf
The company seems to be back to decent profitability. The expected growth may come up by next qtr. Stock has potential to get better discounting.
Fresenius Kabi:
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The company has done much better than the expectations. The margins have exploded and are above 30% now. At this rate and based on the expansion plans of the company, the company may deliver excellent returns in long term.
The company also seems to have attracted the attention of few fund managers (track the mutual fund holding in this company).