Ajanta Pharma ranks among the Top 50 Pharmaceutical companies in India (IMS ORG MAT March 2012) with sales growing at 27% CAGR over FY06-12. Link to company financials – http://www.screener.in/company/?q=532331 Main Generic Brands: Ophthalmology (Olopat, Diflucor, Zaha, Unibrom, Nepaflam) Dermatology (Melacare, Pacroma, Salicia KT, Sunstop) Cardiology (Atorfit CV, Met XL, Rosufit) Anti-Malarials (Artefan – Artemether … Continue reading Ajanta Pharma and MPS Ltd
2014 has been an eventful year. At the macro level, we had a new government, an enthusiastic new leader, a great bull run… and at the personal level, we attended many more AGMs, read more books and met many great intellectual minds in the investing world. We had the highest ever visitors on both Dalal-Street … Continue reading Reviewing 2014
We are happy to share that we have got a mention in the April issue of Money Today Magazine.
“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
Markets have undergone a lot of correction (more visible if one considers the mid/small cap space), and though the economic indicators are not good and there is lot of uncertainty, but these are the times to plant the good ideas and make a strong portfolio for upcoming years. For the last couple of years, most … Continue reading NMDC and other updates
Can Fin Homes (BSE: 511196, NSE: CANFINHOME) is a housing finance company promoted by Canara Bank (having 42% stake). Housing Finance has been a very rewarding sector in past (look at HDFC, LIC Housing and GRUH Finance). Thus the discussion on Can Fin caught our immediate attention. Can Fin focuses on affordable individual home loans … Continue reading Can Fin Homes & other updates
BSE: 523323 | NSE: KOVAI CMP: Rs.165 | Market Cap: 175 Cr | PE ratio: 9.50 | BV: 71 Screener link | Company Website Kovai Medical Centre and Hospital (KMCH) is a 691 bed multi-disciplinary super speciality hospital located in Coimbatore. The company has two satellite centres at Ramnagar, Coimbatore (10 beds) and Erode (65 … Continue reading Kovai Medical Centre & Hospital and other updates
BSE: 532796 | NSE: LUMAXTECH It is usually rare to find a good company in the auto-ancillary business. The reason is that they are capital intensive and usually the margins are low and hence they provide low return on capital. However, there are always some companies which do much better than the indutry. Lumax Auto … Continue reading Lumax Auto Technologies
The third quarter of the financial year 2013 has generally been very weak. The common problem has been the demand slowdown and the pressure on margins due to inflation and competition. In most of the cases results have been below expectations. On the positive side, these challenging times are the best times to re-structure your … Continue reading Update on Quarterly Results
We earlier talked about some developing ideas for 2013. This post is to discuss them in more detail. Caplin Point (BSE: 524742) This seems to be a very interesting pharma company at an early growth stage. We have been tracking it for some years but it really caught our interest when we received its FY12 … Continue reading Caplin Point & Poddar Pigments