@_PSG123 they have clauses in their contracts which passes on the increase in RM prices to their customers
The plant which is running right now is at at around 60% - so they have enough capacity till 250 cr revenue
The new plant will get the capacity to around 800cr revenue
@aditya942000 Super concall
Expecting minimum growth of 50% - conservative
Realistic numbers can be 80-100%
Delivering before time - 1000 franchises before the year end - previous target was in 3 years
Re rating soon 🔥🔥
🚨🔵🔴 EXCLUSIVE: RODRI TO BARCELONA, HERE WE GO! 💥
Deal agreed for Spanish midfielder to join Barça from Man City, all done for the former Ballon d’Or.
Green light from Man City to last Barcelona bid.
More follows. 💣
@RajStockWatch The contribution to PAT is less than 2%, so not a impact, they can use the 60cr working capital more judiciously into the high margin diagnostic business?
Concall will give us a clear picture
@sachprat07 Pharmacy was pretty low margin business, margins will increase, volume will go down but ebitda margins and PAT will grow moving forward
Re-rating possible?
as the valuations were decent as well?
@iitgnitin Pharmacy disinvestment is good for business - v low margin business - they can put in more resources and time in the diagnostic business
PE ratio dropping to around 17
V v cheap valuations
And if commentary is aggressive and positive, it can easily be a 4 digit stock soon