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Syngene & CRAMS are synonymous in the Indian stock market today.

From Early Discovery to Commercial Supply

NMEs cater to

~Pharmaceutical
~Biotechnology,
~Nutrition
~Animal health
~Consumer goods
~Speciality chemical

In this thread, let’s deep dive into their FY20 AR

1/
Syngene works with clients from around the world to find solutions to their research, development, and manufacturing challenges for small and large molecules while improving productivity, speeding up time-to-market, and lowering the cost of innovation.

Syngene At a Glance

2/

Plans

~Capacity Addition
~Capacity Expansion
~Partnering for Success

Vision: “To be a world-class partner delivering innovative scientific solutions”

3/

Kiran Mazumdar Shaw, Chairperson’s Message

4/

Jonathan Hunt, MD & CEO’s message

5/

Business Divisions

~Discover Services
~Development Services
~Manufacturing Services
~Dedicated R&D Centers

6/

~Industries Covered

~Client Footprint

7/

Operational Performance

8/

Syngene’s Journey in a Snapshot

9/

Milestones Achieved from 2016-20

10/

~Healthcare CRO market: Type estimates & trend analysis

~Dose CMO market size by revenue, 2009-2018

~Proportion of Top 10 best-selling drugs that are biologic drugs

11/

~Value Creation Model

~Services

~Partnering Model

Fee for Services
Full-Time Equivalent
Dedicated Centers

12/

Strategic Priorities

~Capture the opportunity in biopharmaceuticals

~Foster continuous improvement

~Deliver added value from integrated discovery and development projects

13/

Business Review:

~Discovery Services
~Development Services
~Dedicated R&D Centers
~Manufacturing Services

If after ARs & concalls you are hungry for more:

~Check tweets of @unseenvalue & @punitbansal14
~Watch the video and blog by @ishmohit1 & his team at @soicfinance
~Check out @AnishA_Moonka on Biologics @JstInvestments

And do wait for our 5 Min Stock Idea

Coming Soon!🙂

More from Smart Sync Services

Smart Sync Services
@SmartSyncServ

AR20-21 Notes

Tata Elxsi

Design Digital

Helping Enterprises Re-imagine Products & Services

Simplifying Technological Complexity

Retweet to help more Investors read AR.🙂

1/

Message From the Chairman

~Strong Operating Performance
~Diversify-Geopolitical & Currency Risk mitigated
~Ranked in the leadership zone of Zinnov Zones 2020 Report

2/

DESIGN DIGITAL

~Industrial Design & Visualization
~Healthcare
~Media Broadcast & Communications
~Transportation
~System Integration

3/

Notes from MDA

~IT Sector- 8% of GDP, 52% of Services Exported
~Capex budgets diverted to IT & digitalization
~Disturbance in Automotive Industries
~Global Auto demand is going to increase but at a slow pace

4/

Notes from MDA

~Media & Communication -1 of the few sectors that did well in pandemic
~5G adoption faster due to pandemic
~Inflection point for digital transformation in healthcare

Smart Sync Services
@SmartSyncServ

25 Big Lessons From The Latest One Percent Show.

Let's Go!

@safalniveshak @iancassel

1. What matters the most to Ian?

Reading, writing, researching and networking/relationship. If he ticks all the four boxes regularly, he feels super productive and happy.

2. Learnings he got from his first mentor in the casino.

I. In your lifetime, you will own a dozen great stocks.
II. Bet small until you know that your betting right. Lean towards winners.
III. Everybody gets attracted to the winners.
IV. To win big, be ready to lose small.

V. If you can't build confidence, you won't be able to sell your idea to others.
VI. If you invest for a 2X, you must invest in a stock where the market thinks the stock can be a 3X.
VII. Speak to managements and make yourself likeable.

3. Eight filters for selecting a microccap

Top-Down

i Tailwinds
ii Scarcity
iii Story
iv Undiscovered

Bottom-up
i Recession-proof business
ii Balance Sheet strength
iii Intelligent Fanatic Leaders
iv Valuation

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Smart Sync Services
@SmartSyncServ

Some lovely quotes from the book, “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands” by Rory Sutherland.

If you read them, you will not be able to stop yourself from buying the book and read it.

A thread!

Here you go

1. The economy is not a machine – it is a highly complex system. Machines don’t allow for magic, but complex systems do. Engineering doesn’t allow for magic. Psychology does.

2. When you demand logic, you pay a hidden price: you destroy magic.

3. The human mind does not run on logic any more than a horse runs on petrol.

4. Human behaviour is an enigma. Learn to crack the code.

5. To avoid stupid mistakes, learn to be slightly silly.

6. More data leads to better decisions. Except when it doesn’t.

7. Being slightly bonkers can be a good negotiating strategy: being rational means you are predictable, and being predictable makes you weak.

8. We could never have evolved to be rational – it makes you weak.

9. If you are wholly predictable, people learn to hack you.

10. The record of science in some ways casts doubt on a scientific approach to problem-solving.

11. Be careful before calling something nonsense.

12. The opposite of a good idea can also be a good idea.

SmartSyncServices.com
@SmartSyncServ

Mega Thread: Jan-Jun 2021

26 Weeks, 26 Ideas, 26 Tweets

Days Gone 180. Efforts 360

CREDIT ACCESS GRAMEEN

NIPPON LIFE INDIA ASSET MANAGEMENT

HEIDELBERG CEMENT INDIA

SmartSyncServices.com
@SmartSyncServ

Q4FY21 Concall Notes

All in One document

168 Pages

56 Companies

18 Sectors

100+ Hours

Hit Retweet & Let's Learn Together

Businesses Covered:

~AAVAS FINANCIERS
~AMBER ENTERPRISES
~ANGEL BROKING
~APCOTEX
~AU SMALL FINANCE BANK
~BAJAJ AUTO
~BAJAJ FINANCE
~BANDHAN BANK
~BALKRISHNA INDUSTRIES
~BLUE STAR
~BSE LTD
~CCL PRODUCTS
~CREDIT ACCESS GRAMEEN
~CRISIL
~CUPID LTD
~DIVI’S LABS
~DIXON TECHNOLOGIES

~EICHER MOTORS
~GALAXY SURFACTANTS
~HDFC AMC
~HDFC BANK
~HDFC LIFE
~HEIDELBERG CEMENT INDIA
~HESTER BIOSCIENCES
~ICICI PRUDENTIAL LIFE
~INDIAN ENERGY EXCHANGE
~INTELLECT DESIGN ARENA
~IRCTC LTD
~ITC LTD
~JYOTHY LABS
~KNR CONSTRUCTIONS
~KOTAK MAHINDRA BANK
~KRBL LTD
~L&T INFOTECH

~MANAPPURAM
~MARICO
~MAYUR UNIQUOTERS
~MHRIL
~NIPPON LIFE AM
~PERSISTENT SYSTEMS
~PI INDUSTRIES
~PIRAMAL ENTERPRISES
~RAMCO SYSTEMS
~STERLITE TECHNOLOGIES
~STOVE KRAFT
~SUDARSHAN CHEMICALS
~SYNGENE
~TATA CONSUMER PRODUCTS
~TATA ELXSI
~THOMAS COOK

~UJJIVAN SMALL FINANCE BANK
~ULTRATECH CEMENT
~VAIBHAV GLOBAL
~VARUN BEVERAGES
~VIP INDUSTRIES
~WONDERLA HOLIDAYS

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$#OurFavOnlineDoc \U0001fa7a\U0001f1f3\U0001f1ec\U0001f1ec\U0001f1e7\U0001f48e$

#OurFavOnlineDoc 🩺🇳🇬🇬🇧...
@DrOlufunmilayo

HELLO: If you pee and every time you finish, your urine looks like this picture, you may have a serious medical illness.

Foamy urine especially if it is persistent and noticeable over time may mean you have a serious kidney problem.

Let’s talk about this today...
RT for others.

What are the features of a normal urine?

A normal urine should have a light yellow colour, painless, odourless (or faint smell), steady stream and should ideally not foam when you pee.

When there’s something wrong, then you see changes in all the above normal features of urine.

For instance if urine becomes very deep yellow, it may mean you are dehydrated;

If urine becomes painful or smells really really bad, it may mean you have an infection;

If urine has a poor stream, especially in a man, it may mean a prostate problem like cancer.

Do you get me?

So today let’s talk about Foamy Urine.

What are the things that can cause urine to suddenly be foamy. As I said in the first tweet, it MAY mean a serious medical illness like a serious kidney problem.

First things first- it does NOT always mean a problem but it may as well.

Now what are the causes of Foamy Urine:

1. SPEED-
If you pee really fast or with a lot of force, it may make your urine more foamy than usual. The speed and force makes the urine generate a lot of bubbles which tend to almost quickly disappear as it is formed in the toilet bowl.

The Tycoon Mindset
@tycoonmindset05

APL Apollo conducted their earnings con-call today at 2:00 pm

"Vision of capacity of 4 Million Tone till 2025"

@hiddengemsindia @gvkreddi

Here are the key highlights 😀👇

Business Updates:

• Net Working Capital Remains under 10 days which is best in the building material
• Continue expanding rural region.
• Added 15 new distributors.
• Value added products contributed 50-60% of the topline.

Revenue breakup

• EBIDTA Margin Improvement: This was mainly because of cost structarize and better operational

• Working Capital Cycle as per mgmt should remain sustainable

• Blue Ocean: Company owns 100% subsidiary which contributes nothing but own property where corporate office is there

Improvement in Net Selling Realization:
• With expanding capacities at 2.6Million Tones and utlization of 75%, scalability has been affected.
• While the prices of steel has gone by by around 35%, due to shortage of steel.

• Apl Apollo being the dominant player past connection with steel companies worked well.
• Steel tubes supply from China is shrinking.
• Hence the discounting factor while selling the products has went away.

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Ryan Imgrund
@imgrund

DR CHRIS MACKIE (@Healthmac) is London’s Medical Officer of Health and a government advisor.

Yesterday, he said schools being open, “SLOWS the spread of COVID.”

For context, let’s look at 23 other times he misused data or gave a bad unsupported take.

🧵A THREAD🧵

...1/24

Pete Wharmby
@commaficionado

Autistic behaviours that are generally discriminated against, despite being harmless and just how we are.

A thread🧵

1. Stimming - repetitive physical movement to help regulate our stress levels. They feel nice and are really helpful but people seem to hate to see it. #autism

2. No eye contact. We generally find this too intimate and intense, and will avoid. It can even cause pain if forced. But people don't trust us even though we inform them we're autistic. #autism

3. Sitting in 'odd' positions. We're often very bendable - remember Ehlers-Danlos syndrome is a common comorbidity - and loads of feel more comfortable in slightly contorted positions. People always comment 'you can't be comfy like that'.

Yes. Yes I can. #autism

4. Stammering when excited. We can get so passionate about some subjects that we struggle to get the words out as they all get caught in the annoying bottleneck of actually having to leave our mouths. But it irritates people, makes them assume we're somehow lesser. #autism

$Dr. Joolz Denby\U0001f499$

Dr. Joolz Denby💙...
@JoolzDenby

We’ve done menstruation, let’s talk about the menopause! Because only women however they present can have the menopause although men who have had treatments for prostate cancer can have symptoms mimicking the menopause. There’s nothing scary about

the menopause. It’s a perfectly natural function of the body but it’s tied up with a thousand stereotypes of women, ageism and ‘old women are frightening’. True, old women are often very frightening to young men because look! A woman who doesn’t give a rat’s

arse what you think of her now all her mating hormones have gone and with it your charm as a potential mate. Now you’re just another annoying lad. That’s gotta hurt. Menopause means Wisdom, like it or not and it’s not always nice or cosy. Old women

are encouraged to refer to themselves as ‘young at heart’ and ‘as young as you feel’ and other such crap and told to ‘never give in to age’ which is ludicrous. Cosmetic surgery is now a thing but I can tell you what the surgeons and marketing

men won’t - it does not make you look young. You’re just an old woman who looks like at best, she’s had a great holiday and at worst like she was was trapped in a wind tunnel. Old is good. Old is meritorious. Old is survival. Old means you didn’t die young

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Jaya_Upadhyaya
@Jayalko1

GHATI SUBRAMANYA, DODDABALLAPURA (KAR)
#bharatmandir

One of the most important place for snake worship.
The murtis of Kartikeya and Narasimha are self-manifested.
There is an anthill which is opposite the shrine. Bhaktas pour milk on it as part of rituals.

Here Subramanya performed penance in the form of snake. He sought protection from Narsimha for Nagas from Sri Vishnu’s vehicle Garuda, known for his dislike towards serpents.
The Pushya Suddha Shasti is one of the biggest festivals here believed to be appearance day of Subramanya

It was in this region where Subramanya vanquished Ghatikasura, the demon. Hence called Ghati Subramanya.
Childless couples visit here to seek blessings for getting a child.
The installation of snake murtis near the shrine is believed to be an auspicious act.

The murti of Karthikeya with a seven headed cobra faces eastwards while Narasimha faces westwards.
To ensure that both are visible to bhaktas at the same time, a huge mirror is placed in the rear in the sanctum sanctorum.

Patrick McKenzie
@patio11

So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.

If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018

The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.

This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.

The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."

This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.

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$Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193$

Billy Bostickson 🏴👁&👁 ...
@BillyBostickson

Tip from the Monkey
Pangolins, September 2019 and PLA are the key to this mystery
Stay Tuned!

Meet Yang Ruifu, CCP's biological weapons expert https://t.co/JjB9TLEO95 via @Gnews202064
Interesting expose of China's top bioweapons expert who oversaw fake pangolin research
Paper 1: https://t.co/TrXESKLYmJ
Paper 2:https://t.co/9LSJTNCn3l
Pangolinhttps://t.co/2FUAzWyOcv pic.twitter.com/I2QMXgnkBJ
— Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193 (@BillyBostickson) October 11, 2020

2. A jacobin capuchin dangling a flagellin pangolin on a javelin while playing a mandolin and strangling a mannequin on a paladin's palanquin, said Saladin
More to come tomorrow!

3. Yigang Tong
https://t.co/CYtqYorhzH
Archived: https://t.co/ncz5ruwE2W

4. YT Interview
Some bats & pangolins carry viruses related with SARS-CoV-2, found in SE Asia and in Yunnan, & the pangolins carrying SARS-CoV-2 related viruses were smuggled from SE Asia, so there is a possibility that SARS-CoV-2 were coming from

Brian Cates
@drawandstrike

Great article from @AsheSchow. I lived thru the 'Satanic Panic' of the 1980's/early 1990's asking myself "Has eveyrbody lost their GODDAMN MINDS?!"

For three years I have wanted to write an article on moral panics. I have collected anecdotes and similarities between today\u2019s moral panic and those of the past - particularly the Satanic Panic of the 80s.

This is my finished product: https://t.co/otcM1uuUDk
— Ashe Schow (@AsheSchow) September 29, 2018

The 3 big things that made the 1980's/early 1990's surreal for me.

1) Satanic Panic - satanism in the day cares ahhhh!

2) "Repressed memory" syndrome

3) Facilitated Communication [FC]

All 3 led to massive abuse.

"Therapists" -and I use the term to describe these quacks loosely - would hypnotize people & convince they they were 'reliving' past memories of Mom & Dad killing babies in Satanic rituals in the basement while they were growing up.

Other 'therapists' would badger kids until they invented stories about watching alligators eat babies dropped into a lake from a hot air balloon. Kids would deny anything happened for hours until the therapist 'broke through' and 'found' the 'truth'.

FC was a movement that started with the claim severely handicapped individuals were able to 'type' legible sentences & communicate if a 'helper' guided their hands over a keyboard.

Anu Satheesh
@AnuSatheesh5

Krishna and the False Vasudeva
#story

Paundraka Vasudeva was a King mentioned in Bhagavatha Purana. He was friend of Jarasandha, the king of Magadha. He believed that he is Vasudeva Krishna.
Once Paundraka Vasudeva received a letter from Shishupala, stating that he wanted

protection from Krishna, because it was Rukmini's wedding and Shishupala thought Krishna would take away Rukmini.

Paundraka Vasudeva agreed and went to Vidarbha, the Kingdom of Shishupala, but failed to provide protection as Krishna took Rukmini away. Paundraka Vasudeva was

feeling sad. His Minister's cheered him.
They said that Paundraka Vasudeva was the real Vasudeva and Krishna is a cheater. Everyone started to believe this and soon Paundraka Vasudeva soon started to taunt Krishna by saying that Krishna was a cheater.
Paundraka Vasudeva then

challenged Krishna to a war and Krishna said that he would give Paundraka his Chakra and Gadha. Paundraka suspected some foul play and went to King of Kashi for his protection. In battlefield, Krishna came in front of Paundraka, and said that he would throw his Chakra and Gadha

to him. But, Krishna's throw was perfect that the Gadha hurled him to the Ground and the Chakra killed him.
Krishna soon killed king of Kashi with an arrow and his head went flying to Kashi.
Thus Victorious Krishna was recieved by people of Dwaraka.
Hare Krishna 🙏🕉🙏