we will grow together

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[we will grow together @Valivetimrl]

Stock hits a UC - ATH

[we will grow together @Valivetimrl]

On Sudeep pharma - numbers are looking insanely large - current capacity can do revenues of 1000-1100 cr , plus 1000 MT by 2029 - each year they plan to launch 2500 MT , at today’s cost at 85% capacity battery grade iron phosphate can do 1600-1800 cr

[we will grow together @Valivetimrl]

@Pkjat340 @sunilgurjar01 @manavbshah2004 @soicfinance @nid_rockz @InvestorOfJAMMU @ArindamPramnk @sarang_contra @MindMathMoney @InvestInMicro @ShridhantS https://t.co/3Th9swyTz0 - some extended views in fredun

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

@Abhishek25glt Sudeep pharma

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

@sunilgurjar01 Tanfac

[we will grow together @Valivetimrl]

@Prakshaljain110 IDBI

[we will grow together @Valivetimrl]

@LearningEleven Sekhar Anna : you are such an intellectual person - no point of debating when there is no logic involved . Problem with our country is no respect for wealth creators

[we will grow together @Valivetimrl]

This has aged so well 500-1300 in a year

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

Hits ATH again - hope they deliver 25% cagr for next 3 years

[we will grow together @Valivetimrl]

@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

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

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

[we will grow together @Valivetimrl]

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