Sports Business and Financial News
Joined March 2017
- Tweets 5,059
- Following 738
- Followers 1,925
- Likes 4,091
210 Photos and videos
Tanfac -flouro chemical powerhouse e integrated facility, spread across 60 acres, with 135000 MT annual capacity Anhydrous Hydrofluoric Acid & Aluminium Fluoride to speciality fluorine intermediates. Tanfac’s evolution gained further momentum when Anupam rasayan aquired stake
1
154
Strengthen Domestic & Global Presence: agreements upto FY’29: Solar-Grade DHF • Japanese Company, a large multinational company & a leading air conditioning and commercial refrigeration company: HFC-32 Refrigerant Gases
1
65
Assumptions 1800 cr in fy28 with atleast 250 -300 bps margin and fy30 close to 3000 crores At 20% ebidta margin , with 300-310 cr ebidta , hopeful mcap of 9000 cr for fy28
By Fy30 ebidta margin of 25% and ROCE 30% plus with 50% rev from new age sectors
1
1
45
17 May 2025
My confidence on senores has gone up post the concall - increased allocation on 495-505 level on Friday and would buy more if I get it 450-460 levels .I am so happy that managment has come out and said that EM will cash flow positive next year double digit ebidta margin on EM
3
1
11
1,066
@Rubiconsays I am a proud shareholder of your company - i admire you for being I guess the only company to invest more than 10% R&D of your revenue , even more having confidence on 2-3x productivity on your R&D spends - I wish you guys never change this philosophy
2
2
9
601
Hits ATH again - hope they deliver 25% cagr for next 3 years
1
1
90
Fredun pharma : took 4 years to convince people - everyone questioned him why does a company need 250 cr inventory for 200 cr sales
Year 1 300 cr sales 250 cr inventory
Year 2 350 cr inventory 260 cr
Year 3 460 cr sales 279 cr inventory
Year 4 700 cr sales 300 cr inventory
1
2
13
1,900
Mobility business growing at 50% each year - selling ancillary to drugs - launched electric wheel chair - plan to launch all major cities this year
Wellness brand and harmones to be the mega growth as their strategy is through doctors rather than digital marketing
1
2
2
268
Getting a growing company with sales of close to 900-950 cr in fy27 and 7% Pat margin - 65 cr Pat and 1200 cr fy28 with pat at 90 cr at just a mcap of 1300 cr
Guidance conservatively pegged at 25-30% and Pat growth at 30-40%
Expecting 3000 cr mcap in fy28
2
5
322
Viyash mngt walking the talk - how management spoke about attacking innovator market for companion animals specifically for Europe and Latin America . They have good presence in Spain and Turkey ,Market size in Europe at 1 billion dollars , I feel they cab target 20% mkt share
1
3
7
584
There seems to be such a strategic way of achieving this milestone - complementing front end presence in Italy by squiring 100% stake in this company getting coverage of more than 80% of veterinary clinics in Italy
1
1
1
462
15% growth and roughly 21% ebidta margin , additionally non tangible depreciation should reduce . My personal thought is that fy27 800 cr ebidta and fy28 1000 cr ebidta is on cards and mcap is just 11000 cr , if these metrics can be achieved mount 20000 cr mcap is possible
1
6
4,316
Dredging Corp targets between 2,500 and 3,000 crores within the next 5 yearsTo achieve these financial targets, the company plans to focus on the following strategies:Fleet Augmentation: Procurement of new dredgers, including those designed for capital dredging,
1
1
5
918
Market Diversification: Expanding into new areas such as the desiltation of dams and reservoirs, which represents a potential worth of 50,000 to 60,000 crores over the next 5 to 10 years
Global Expansion: Seeking strategic partners to explore export opportunities
1
1
1
396
Infrastructure Participation: Engaging in major government initiatives like Sagarmala and projects related to green energy, such as offshore wind farms and data cable laying
1
2
367