Avanti Feeds: Annual Report updates

We discussed Avanti Feeds about a year back at Rs 35. The stock has been a multi bagger backed by very strong growth in revenues and profitability and is currently trading at Rs.145. Financial Data of last 6 years (Figures in Crores): FY 2007 2008 2009 2010 2011 2012 CAGR Sales 121.74 102.83 73.00 96.16 … Continue reading Avanti Feeds: Annual Report updates

Avanti Feeds – A Dream Run!

We wrote about Avanti Feeds @Rs.33 and provided couple of updates [1, 2]. The stock has had a dream run since then and now @Rs.147 it is a 4 bagger in flat 7 months!!! It feel great to be part of a multi-bagger stock idea especially when markets have been pessimistic. The purpose of this … Continue reading Avanti Feeds – A Dream Run!

Wish you a very Happy and Prosperous Diwali

We wish you and your family a very Happy and Prosperous Deepawali. Samvat 2070 has been a great year for investors and the future looks equally promising. Lately, we haven’t been posting much because of the guidelines of SEBI on research analysts. The guidelines come at a needed stage as there is a lot of … Continue reading Wish you a very Happy and Prosperous Diwali

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

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