Thanks once again Shashank for your efforts and given your valuable time to create this video. Excellent video with useful information for us. Keep it up. God Bless you 🙏🙏
Sir can you please make another details video about the solara active pharma in terms of future growth. Please guide us can we hold solara active pharma or get out from it.
Very elaborate discussion on Solara. Especially the highlights on new technology like fermentation, flow chemistry, bio catalysis, etc. Request you to elaborate on such chemistries in a separate video in detail.
Arun Kumar is CEO of this company...I think he will be do the same thing , which is done with sequent Scientific to sell all the stake in September 2020.
Really a good analysis, Though I had analyzed in details few days before but u had covered many new things like technology shift and many more. Good job Shashank Ji. Why dont you make a similar video on Jubilant Ingrevia. Also pls give your recent views on Valiant Organics, I have already followed your old videos( Pls share the new updates if any). Disc- Invested in all the 3 businesses.
Beautiful 360 and comprehensive analysis of Solara. It is a complex business and very nice to see all the parts examined in detailed. Awesome work Sashank.
Thank you for the elaborate discussion. Can you explain why IOLCP management is not good? They are also planning for expansions into more products and also get into CRAMS business. Also please make a detailed video on Aarti Drugs and also one video on IOLCP.
It's quite different to develop CRAMS organically. It might take 5 years atleast but here we can expect some inorganic acquisitions by which solara will get access to Innovators
Very good analysis.. Sir, why there is no updates on Aurore Solara merger after April 2021? Is the plans still on? Also is Aurore a listed company? I can't see it on NSE or BSE.. If yes what is the listing name of the company? Thank you..
Manufacturers of Ibuprofen don't have pricing power including IOLCP. I don't feel investing in a business without pricing power would create long term wealth generation.
Very good coverage. I have been following their Quarterly calls , FY23 HY1 would be the POC for their new platforms. Testing patience for existing shareholders to hold on after the price correction. Pls discuss also on the right value to start entering this stock again
Thanks, Shashank for your video. This information is wonderful. Currently, this is trading at 1200+ cr market cap with 0.81 of BV. How do you see this as a long-term opportunity?
Sir can you check and let us all know what is your view on Venus Remedies. A research based Pharma company at very Low Valuation? If you can share your views We all will be enlightened
Please Next video on flourination chemistry..... Only 3 listed good company & difference btw them ...it will be good just like pharma sector video in 4 parts...Hope you consider to do it..
Stock market after all to earn money, why one should earn through so complicated Bussiness , that dependent on FDA or china I Was running Internet cafe in early days My neighbour was Edible oil shop, run by matriculated person He was earning 100 times more then me.. ...what is the lessen?
Thanks once again Shashank for your efforts and given your valuable time to create this video. Excellent video with useful information for us. Keep it up. God Bless you 🙏🙏
Thank you Jitendra
Soic aur apki channel , ocean of knowledge
Thank you
Please discuss solara promoter pledges
Sir can you please make another details video about the solara active pharma in terms of future growth. Please guide us can we hold solara active pharma or get out from it.
Very elaborate discussion on Solara.
Especially the highlights on new technology like fermentation, flow chemistry, bio catalysis, etc. Request you to elaborate on such chemistries in a separate video in detail.
Sure I will do that. Thanks
Very highly valuable & hard working video.
Thanks a lot.. I will buying some stocks tomorrow.
Indoco remedies ?
Its solara active pharma
Arun Kumar is CEO of this company...I think he will be do the same thing , which is done with sequent Scientific to sell all the stake in September 2020.
As usual very in-depth analysis. Thanks for sharing your knowledge.
Thank you
Really a good analysis, Though I had analyzed in details few days before but u had covered many new things like technology shift and many more. Good job Shashank Ji. Why dont you make a similar video on Jubilant Ingrevia.
Also pls give your recent views on Valiant Organics, I have already followed your old videos( Pls share the new updates if any). Disc- Invested in all the 3 businesses.
Thanks. Sure I will create the video on Jubilant Ingrevia. Thanks for the suggestion
Thanks 😇🙏
Beautiful 360 and comprehensive analysis of Solara. It is a complex business and very nice to see all the parts examined in detailed. Awesome work Sashank.
Thank you very much
very nicely done...
Thank you
Thanks a lot for valuable contents.
Very deep knowledge in pharma sector. Please analyze Granules india
Thank you. Sure I will analyse it
top notch analysis. !!!
Thank you
Very Nice Video 😘🎥 👌👌👌
Thank you
Please update Q3 results what should we do
Invest in aarti drug, /divis/lauras lab/solara/iol chem?
👏👏👏
Thank you very much for providing such nice work.
Thank you
I have 100 quantity 1440 pai solara activities pharma now what should I do?
Where to track or check ibuprofen price chart as you have brought up in presentation where to find that? Would appreciate your help ,Thanks 👍
Lincoln pharma?
Have you covered granules in any of your videos? If not yet, may we request a video on Granules if you find it worth your time. Thanks
I haven't covered it yet but i will be covering it soon
What about the Glenmark Life Sciences? Can you make a video on this?
Whata about today crash..
Very useful analysis and make analysis on ami organics
Sure I will cover it. Thanks
After this video the stock has fallen more than 50%. Has the fundamental changed? Can we still hold this stock..... Plz help..
Thank you for the elaborate discussion. Can you explain why IOLCP management is not good? They are also planning for expansions into more products and also get into CRAMS business. Also please make a detailed video on Aarti Drugs and also one video on IOLCP.
Yeah I too need a detailed video on these 2 stocks 👍
very good and detailed analysis sir. can we have strides pharma, solara and sequent all together.
Thanks. Solara and Sequent I have already covered. I will upload the details of strides as well
As u mentioned, they are entering CRAMS business... can u tell from when can they start commercialise ... I mean what is the general gestation period
It's quite different to develop CRAMS organically. It might take 5 years atleast but here we can expect some inorganic acquisitions by which solara will get access to Innovators
Good Video
Can U give current scenario of Solara Pharma . Now the stock is corrected.
What it could be. Granules?????
Receivables & Inventories moved up drastically
Debt position is far from comfortable ?
Gross Debt / (EBIDTA - Capex) = 5.9 x
Net Debt / (EBIDTA - Capex) = 5.3 x
Free Cash Flow FY20 = negative (26.7 cr)
Free Cash Flow FY21 = negative (323.5 cr)
Debt = 852 cr
Equity = Book Value = 1628 Cr
Intangible assets = 440 Cr (Goodwill on merger?)
Tangible Book value = 1,188 cr
Thanks for sharing this deatils..will keep watch about stick trending before buying..
O
Very good analysis..
Sir, why there is no updates on Aurore Solara merger after April 2021? Is the plans still on?
Also is Aurore a listed company? I can't see it on NSE or BSE.. If yes what is the listing name of the company?
Thank you..
Manufacturers of Ibuprofen don't have pricing power including IOLCP. I don't feel investing in a business without pricing power would create long term wealth generation.
Compare pls, aurobinda & Lauri's lab
Sir please ek or video banaiye abhi kya kare share bahot gir gaya h
Stucked in Granules India & IOL CP. Kindly educate through dedicated video on both Thanks
Sure. Thanks
बेचकर भाग लो, मार्केट गिरनेवाली है
Very good coverage. I have been following their Quarterly calls , FY23 HY1 would be the POC for their new platforms. Testing patience for existing shareholders to hold on after the price correction. Pls discuss also on the right value to start entering this stock again
Sir please also cover the debt of the comp..
Thanks, Shashank for your video. This information is wonderful. Currently, this is trading at 1200+ cr market cap with 0.81 of BV. How do you see this as a long-term opportunity?
FDC?
Very good video. Can you make video on Glenmark Life science
Very good video !! Can you share your thoughts on rossari biotech ??
Lower circuit 👍🎉
Which company
Sir please discuss about IT sector.
Sure
Very insightful ..my belief in this stock is reaffirmed. Execution is the key n the irritating stock pledge by Mr Arun Kumar should be avoided.
Thanks
Can u mk video on Anupam rasayan
Sir please ek or video banaiye mai1750 me liya hu
Sir can you check and let us all know what is your view on Venus Remedies. A research based Pharma company at very Low Valuation? If you can share your views We all will be enlightened
I am not tracking it. But I will check and update
Q3FY22 results mein hag diya. Will se @500 soon
IOLCP , Neuland details analysis reqd
U missed sms pharma
nowadays ibuprofen is not the drug of choice for many fields..which is replaced by other drugs.
Sir, can you make video on STRIDES Pharma , thanks 🙋
Good morning
Sir , jubilant pharmova
Kindly analysis to Anuh pharma
Please Next video on flourination chemistry.....
Only 3 listed good company & difference btw them ...it will be good just like pharma sector video in 4 parts...Hope you consider to do it..
Sure I will do. Thanks
suven life sciences detailed video
Sure
Very well covered the company 👌 can you cover Ami organics
Thanks. Sure I will upload the video on it
Stock market after all to earn money, why one should earn through so complicated Bussiness , that dependent on FDA or china
I Was running Internet cafe in early days My neighbour was Edible oil shop, run by matriculated person He was earning 100 times more then me..
...what is the lessen?
Very GOOF
Syngene.
Kopran
Solara Gaya 20%lower circuit
Caplin point -the most ignored ever
Balaxi pharma
अगर वीडियो छोटा नही बनाना सीखें तो चल नही पाओगे