theHarshFolio
Indian folio: https://t.co/IdvhMIe0S3 Global folio: https://t.co/bnT0kKV8Ri @harshberia93
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@ValueEducator Punjab Chemicals had a good recovery from last quarter nos. Relative to industry, they reported good nos. Industrial divisions is performing well, and they are worki...
I am doing a follow up presentation on agchem to dissect the value chain by complexity of molecules, end markets & business model https://t.co/xZ85HIyk4E
Have been working on a presentation on Ajanta Pharma, 2010-2017 was a 25% sales growth period with massive margin expansion leading to stock being a 76-bagger https://t.co/ccLmOwba...
Borosil has scaled up their packaging division (Klasspack) very well, EBITDA margin has reached 15% and in on-track to reach 20% in the next few years. https://t.co/ApDVkfMLre
Have been working on a presentation on Eris Lifesciences, pre and post-IPO, company's growth and margins have shown drastically different trends https://t.co/uome0EuaZL
RACL Geartech has been doing exceptionally well in this auto downturn, some notes from their Q2 concall. Q3 concall is tomorrow https://t.co/8PcJS4YV8g https://t.co/7rdWFb31Bd
Indian pharma market de-grew 7.7% (by volumes) in February. Price increase was 7.5%. Source: @Tijori1 https://t.co/5kvlLuoIGt
Punjab Chemicals & crops seem to be interestingly positioned to take advantage of supply chain shift in #agchem A detailed note on the company https://t.co/vc73q4G9TN
Good set of results from @controlprintltd, sustained 60cr.+ quarterly revenue runrate and guiding for 20%+ growth in FY22 (and 15-20% for years ahead). Detailed notes and portfoli...