Atul Auto–Management Interview

We have discussed about Atul Auto a couple of times and to go in-depth and get a much better understanding of the company, we interacted with Mr. J V Adhia, Vice President, Finance – Atul Auto. The company seems to be in a sweet spot with a very comfortable balance sheet and a good opportunity … Continue reading Atul Auto–Management Interview

Updates on the Quarterly Results – Q4FY14

First of all a heartiest congratulations to everyone for giving such a clear mandate. It was the need of the hour for our country and society to have a better and stable government. It is heartening to see that this time the election has been won on the agenda of development. From inaction and scams, … Continue reading Updates on the Quarterly Results – Q4FY14

Alembic Pharma Q&A and other updates

Alembic Pharma Management Q&A We have an US CEO who has been with us for last 5 years and assembled together a top Team in International Generics business. Success has come because of Product Identification ability. Year-wise market-wise plans are drawn up till 2024 We have built a strong IP Culture/Team over last 5 years … Continue reading Alembic Pharma Q&A and other updates

Happy New Year 2014

Welcome 2014! Dear Friends, Dalal-street team wishes you & your family a very Happy & Prosperous New Year! 2013 has been a great year for markets, especially the mid cap area we focus on. The best thing about markets has been that it has focused on quality and rewarded companies with good balance sheet, business … Continue reading Happy New Year 2014

Updates from quarterly results and AGMs

“management’s indifference and shareholder negligence both worked on Warren’s behalf, for the fewer folks came to the show, the more valuable would be whatever knowledge he could wrest from the company.” – from The Snowball where WB talks on the importance of attending AGMs There is a lot of fear in the markets and several … Continue reading Updates from quarterly results and AGMs

Updates on latest quarterly results [Q4FY13]

“Market rewards you as per your perception about the market. If you treat it as a gambling den, it will prove a gamble for you” – Vijay Kedia The results season is here and we are again busy tracking them. For those who still don’t use the alert feature in the Screener, we would highly … Continue reading Updates on latest quarterly results [Q4FY13]