Modison is confident to reach 1000 cr. sales by FY30. They are looking at product diversification as a growth strategy, current expansion will cater to growth in next few years. Detailed AGM notes at link below. forum.valuepickr.com/t/modison-meta…

Wrote a detailed note on Eureka Forbes to consolidate my understanding of the company. Growth momentum continues in Q4 with margin expansion driven by operating leverage forum.valuepickr.com/t/eureka-forbe…

𝐀𝐣𝐚𝐧𝐭𝐚 𝐝𝐨𝐞𝐬 𝐢𝐭 𝐚𝐠𝐚𝐢𝐧! We’re thrilled to share that Ajanta Pharma USA has won two prestigious DIANA Awards from the Healthcare Distribution Alliance (HDA) in the United States! 1. 𝐁𝐞𝐬𝐭 𝐎𝐯𝐞𝐫𝐚𝐥𝐥 𝐆𝐞𝐧𝐞𝐫𝐢𝐜 𝐌𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐞𝐫 We’ve made

3 years after the peak narrative of China+1 in pharma APIs, China reached its peak import market share. Over the long term, economics rules over narratives ! Source: CareEdge

Ultramarine has done a good job in containing Power & Fuel costs over past 2 yrs from 7.4% of manufactured goods revenue to 6% now.

Ajanta Pharma has one of the most consistent revenue / launch trend. It has grown at 11% since FY18.

Coconut oil prices on a crazy upswing this year.

Ultramarine continues their capex plans, they have now acquired a 33 acre land parcel (probably for another greenfield) in FY25. Most expansion funded via internal accruals

Was surprised why Accent's MCC realizations looked very high (300/kg) vs Sigachi's (215/kg). Screener.in AI resolved this in 5 mins: there was an additional 3k MT of semi-processed MCC above 9k MT manufactured. Realization corrected to ~220/kg. Explosion in productivity !

A big day for Screener.in — our new AI tool is live! Experience it yourself and see what it can do. This is a big leap & I’m super excited! 😊 More power to you Bhaiya Pratyush Mittal Ayush Mittal #screener #AI

I'm very happy and excited with the launch of Screener AI. This is probably one of the most useful tool we have been able to bring to our users. I have been trying Screener AI for last 3 months. Initially, I had a bit of disbelief; however, with more usage, I realized the power

Vishnu Prasad V P mukesh sahni 🌱We have made major improvements in the web-search in Screener AI. Screener AI reads official company documents for providing answers. It does a web-search when the documents don't provide enough info. This has improved a lot. Thanks to Rahil Dasani.

After a bumper FY25, net MF flows have turned negative in the last few months. Anytime market comes out a downturn, the net flows happen at a lag

The NCR real estate prices have seen a crazy upswing moving past MMR post Covid. Who saw this coming? Source: Nuvama/Propquity

Godfrey continues reporting crazy nos. Its amazing to see their PAT multiplying by 3x+ in last 5-years!

Vishnu Prasad V P mukesh sahni Rahil Dasani 🪄 Made many improvements in Screener AI over last few days: - Lots of cost optimizations in edge cases. Sometimes same document was read multiple times. Fixed it. - Reduced "no response" cases from 2.5% to 0.1%. Major price optimizations (and quality improvements) coming up.

India Pesticides management guided for 1,000 cr. (20% growth) of revenue for FY26 and further 15-20% revenue growth in FY27 with EBITDA margins of 18-20%, during its Q1FY26 concall today. The company is incurring a capex of ~116 cr. in FY26 primarily from internal accrual

After gap of a few months, net equity finally sees an inflow in July