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Joined December 2020
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31 May 2025
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25 Mar 2025
@ravinder_1312 @RockyChow9
We are overestimating Natco's capabilities for India Sema launch. I saw official CDSCO documents and found that a lot of bigger companies have got permission for phase 3 clinical trials, and Natco is not even the 1st to get it.
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25 Mar 2025
@ravinder_1312 @RockyChow9
It's minor opportunity wrt Mylan settlement for Sema. Mgmt is doing invstr PR mgmt. to distract from gRev revenue drop.
Our focus should be on other global launches. Just bcuz investors criticize mgmt for domestic mkt doesn't mean mgmt focus on it.
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22 Aug 2024
There are two different views on Natco in market-
1) One side believes that there will be earnings degrowth between '26-'28, even the acquisitions won't offset it and Natco will act like cyclical for that time period(decade is still bright)
youtu.be/wgFRFFn-MyM?si=aLf7…
From 2:35
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22 Aug 2024
2) Other side believes that management will reduce/stop earnings degrowth in that in-between period by acquisition new launches, and from '28 it will grow again by huge leaps.
Let's see what the time unfolds.
@ravinder_1312 @KYourhope57689 @RockyChow9
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23 Jul 2024
To all the Twitter folks talking about 'indexation removal' from real estate, there's some nuance involved in it.
Run a maths question- "At what CAGR and time period, is taxation at flat 12.5% better than 20% with indexation?"
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23 Jul 2024
There will be a matrix created with rows and columns denoting various CAGR and time periods.
The rough answer is-
At Low CAGR - 20% Indexation
At High CAGR - 12.5%
Whether it is net benefit or loss to you depends on your investments.
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23 Jul 2024
I am too lazy to do the calculations again, but when I did the calculations in past with 20% Indexation vs flat 10%(old rules), the result was
< 8-9% CAGR 20% Indexation better
>10% flat 10% better
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26 Jun 2024
Please add an option of non-veg in zomato just like veg only. In Gujarat, most restaurants are veg and non-veg is minority, it is very difficult to filter non-veg restaurants.
@zomato @deepigoyal @zomato
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