Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …

From failing to qualify for a major world event to winning a major world event. Unseen transformation in just 3Y 🇮🇹 ⚽️

From an unseen retail owned micro/small cap to institutional darling large cap. Magical transformation unfolding in just 3Y from late 2019 to late 2022 🇮🇳 ⭕️

@punitbansal14 Every single CDMO/API I’ve spoken about has still many many unseen angles. Below is a small example. Last added @LaurusLabs near 330 last year and immediately disclosed that I’ve added. Nothing sold since. Waiting for correction to add more 🙏🏻

Keywords: Many many unseen angles

Syngene is delighted to share that we are part of Fortune India’s Top 100 Wealth Creators list for 2021.
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5

Those incurring a net loss in any of the 5 fiscals (2016-20) were filtered out. The final 100 were based on firms having revenues of Rs 300 crores or more in FY20.
2/5

Key to our success has been our growing clientele who regard us more as a strategic partner with flexibility to work across a spectrum of clients -MNCs to start-ups. We also have a consistent client retention rate of 90%.

#strategicpartnership #clientele #USA #Europe #Japan
3/5

On the range of #scientific work being done at Syngene, our CEO, #Jonathan_Hunt is quoted as saying: “The minute you come into our campus, you can travel the world, scientifically – we do that degree of knowledge-intensive work here”.
#Biopharma #CRO #CDMO #CMO #CRDMO
4/5

Our winning formula? Capability to offer integrated services across the #DrugDiscovery, Development, Mfg continuum under one roof; Lean Sigma way of operations; Quality of our work. All this built on the foundation of world-class talent.
#DrugDevelopment #Scientists
5/5

Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.

#Fermentation #Biotechnology

One of the most unique managements who have taken bold bets in the past which have paid off. How will the future pan out?

To read about the business and the opportunities🔗|Natco Pharma Chasing optionalities: https://t.co/LBqehxpiAa

by @Ankush__Agrawal

Not easy to track all 4K generic chemical molecules. My template is rather simple so even a layman can follow! Invest in innovator synthesis (#CDMOs) as ::

a) molecules are on-patent. No pricing pressure
b) typically 1 or 2 suppliers compete per molecule
c) runway is extra long