Two major factors to avoid NATCO thought valuation looks cheap..... 1. Revenue uncertainty from FY26-27 2. Business model is the fault.... continuous revenue growth is not there 3. They r neither of wockhardt(innovator)...nor Sun Pharma (branded business india & abroad)...nor divis(api business)...nor syngene(CDMO)
Actually Natco sells a medicine called Revlimid in US exclusively which they have till FY 26 I believe after which they may not be able to after and because of that you have to take out revlimid revenues and see valuations which is majority of their revenues
Thanks alot Sai anna and entire MP team for the interview video with Aditya Khemka sir. It really added great thought process and helps to understand pharma industry.
Excellent video, cannot skip anything, who ever is interested in the health care sector they should seriously watch this and take some notes ! Tons of thanks to Money purse team ❤❤
Thank you money purse team sharing this video. Total video English lo undi telugu lo explane chesaru sai garu last lo but కొంచం so dispont ayyanu koncham telugu sub titles anna veste inka బాగుంటుంది English peddaga rani vallaki kuda ardam aouthundi apudu
Hai sai anna... I'm from pendurthi.. I have small request..interview video play avuthunappudu a conversation telugulo kuda scroll avuthu vunte mana subscribers ki inka baga arddham avuthundhi ani na opinion... Tq u bro❤
Thank you Sai garu for the effort you out in🙏🙏. Also, I hold Tejas network currently in 22% loss. Kindly suggest should I hold or sell it. Pks share your views on this?
Sai Garu, Awestruck with the knowledge of Mr Aditya and the insights he shared.. Very good Video which helped me gain fair knowledge.. Thank you so much.
Nice video Sai Krishna Garu. It’s a good opportunity to learn how to read the Pharma space. Mr. Aditya has excellent knowledge about Pharma sector. Hope investors will definitely grab some knowledge from this video. Once again thanks for your dedication to financially educate retail investors from Telugu community.❤
Hello anna , first of all Kudos to your great work and the team of MT. If possible can you do a video on both healthcare(api , hetech, cdmo with moat on their business) and as well chemical sector . Thank you so much for providing valuable information ❤☺️
Anna, i have few questions in this video? 1. you said, "ayana portfolio chuste", how/where can we see it? 2. how to follow fund mangers like him? how/where do we come to know what funds they are managing?
Sai anna Kudos to your efforts to bring such excellent interviews by veterans of the industry. Presently which health care fund he is managing. So that I want to make SIP investment in that fund. Regards Srinivasa rao
Thanks a lot for the Interview, it’s really fantastic knowledge was shared ❤ But one doubt Sir, if Trumph put some tariffs on Pharma, will it not effect our companies?
Sai Garu thanks for making us know regarding Health Care and it's associated organisation, and fantastic presentation by Aditya Khemka Sir, he made me understand clearly, Great Sir, God Bless You All, Once again Sai Garu, Thanks
Nice work by MP team.small request could you please make a short video on Best mutual funds in this sector considering the good fund manager. I clearly understand that fund manager’s ability and his/her exposure in pharma sector plays a very very crucial role in generating alpha of that particular mutual fund. I want to go through mutual fund route, so if u can suggest some mutual fund I will add it to my portfolio. Thanks in advance
I am from pharma industry.....Very best analysis on natco....revlimed profit is more than 1000 cr out of 2000 annual PAT ..WHICH MIGHT COME DOWN TO 100 CR IN FY26-27....
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Link anti sir
Sir voice of Aditya sir very poor and unclear. Very tough to follow
Like cheyamani meeru cheppatam maneyandi sai garu
That’s the basic minimum thing we must do for you 🙏🫡
Bot gada nuvvu😂😂
Without watching full video, i liked the video because you have that much belief and confidence in people on your content. ❤❤❤
So nice of you andi
Two major factors to avoid NATCO thought valuation looks cheap.....
1. Revenue uncertainty from FY26-27
2. Business model is the fault.... continuous revenue growth is not there
3. They r neither of wockhardt(innovator)...nor Sun Pharma (branded business india & abroad)...nor divis(api business)...nor syngene(CDMO)
I have benefited a lot after previous interviews with Aditya garu. Thanks for getting him again. I am an very old subscriber to the MP channel.
I am very proud to say, I am being one of the money purse family members. really TQ Sai anna & Money Purse Team.
Most welcome andi
Good content ever I have seen
ధన్యవాదములు
Pharma device manufacturing companies are missed .Thanks for this amazing video. Thanks Sai garu.
Superb content
Wonderful interaction...Sai Krishna wisely asked questions and listened kemka without interruption...Thank you Money purse team
Very Helpful. Thank you
cost is the secondnary but trust is the primary😍thanks team money purse
మొత్తం తెలుగులో వివరిస్తే బావుండు గురువు గారు
Thank you Sai anna,natco and cmo analysis sarigga ardham kaledu.తెలుగులో ఈ వీడియో మొత్తం ట్రాన్స్లేట్ చేస్తే బాగుంటుంది అన్నా
Natco anedhi company name and cdmo ante Contract Development and Manufacturing Organization ani
Actually Natco sells a medicine called Revlimid in US exclusively which they have till FY 26 I believe after which they may not be able to after and because of that you have to take out revlimid revenues and see valuations which is majority of their revenues
Company names list please
Super anna for bringing this kind of special person to our channel for personal financial growth 🎉❤
Thanks alot Sai anna and entire MP team for the interview video with Aditya Khemka sir. It really added great thought process and helps to understand pharma industry.
Interesting and informative interview.Good explanation about Bio secure Act.Thank you Aditya Khemka Sir and Sai Garu.
Super analysis on Pharma sector!🙌
Excellent video, cannot skip anything, who ever is interested in the health care sector they should seriously watch this and take some notes !
Tons of thanks to Money purse team ❤❤
i think Investors must watch this type of video. Thank you money purse team 🙂
Telugu lo summarise cheyyadam marchiponanduku thanks anna
Too good of a video..waiting for many more fund manager videos
2:34 ప్రజలందరికీ అసలైన తెలుగు వంట రుచి చూసినంత ఉంది సార్ ఈ వీడియో ధన్యవాదాలు సాయన్న మరియు మనీ పర్స్ టీం
So nice of you andi
Ugadi festival enka raledu brother
Me house taste vantale levaaa ??
Thank you so much sir, please keep telugu titles in the video,so that it will connect many telugu people.
Sai sir . i liked every video ...before starting to watch ... i am fully confidence on MP🎉❤🎉
Thank you money purse team sharing this video. Total video English lo undi telugu lo explane chesaru sai garu last lo but కొంచం so dispont ayyanu koncham telugu sub titles anna veste inka బాగుంటుంది English peddaga rani vallaki kuda ardam aouthundi apudu
Very good content...Deeply appreciate your efforts ❤
Thank you money purse
Thanks a lot for the valuable information,
I want to practice to say NO from now onwards from nonsence things... Thank you brother...🤝
Sai garu and Team.. thank you so much for this wonderful video... requesting you to kindly do the video on Banking and allied sector pls..., 🙏🙏
Thank You Sai Garu for sharing valuable information
Last lo, key heightlights in telugu is giving complete clarity of the topic Anna.Thank you soooooo much....
Hai sai anna... I'm from pendurthi.. I have small request..interview video play avuthunappudu a conversation telugulo kuda scroll avuthu vunte mana subscribers ki inka baga arddham avuthundhi ani na opinion... Tq u bro❤
sai garu, your channel doing yomen service for the people of india
Very good video. But, sai garu, in bits and pieces you covered all this knowledge already. Thank you 😊
Sai sir your team is doing wonderful job very proud from a Telugu channel you guys are doing 🎉🎉
Video was gold....Thank you Sai garu....Eye opener on Natco....
Great efforts... Thank you Money purse we know getting this kind of valuable information is not easy for anyone.... that for Free...
🙏🙏🙏
I invested in reddy labs,Unimech aero, igil, tech Mahindra, sgltl
Thank you Sai garu for the effort you out in🙏🙏. Also, I hold Tejas network currently in 22% loss. Kindly suggest should I hold or sell it. Pks share your views on this?
Great sir
Superb video
Thanks for the video anna!! Very informative!!
Excellent Experience ❤❤❤
Sir mee nundi video eppudu vasthadha ani wait chese vallam obviously by default we like the video
Back to the expert series thanks a lot sai garu after a long time. I'm following since 2020.❤
Sai Garu, Awestruck with the knowledge of Mr Aditya and the insights he shared.. Very good Video which helped me gain fair knowledge.. Thank you so much.
please do a video on how to calculate valuation filters and ratios explained by aditya khemka
This kind of expert view is great helpful
Great effort Sai Anna And MP Team…..inta fast ga expect cheyaledu….proud to be a MP team family…..
Sai Anna, nuvvu super Anna. Janabha ki em kavali sari ayina time lo theeskosthunnavu Anna. Kudos to your work Annayya.
So nice of you andi
Thanks for the most awaiting video on health care from the expert
Most welcome andi
Excellent information on every topic touched. So the decision includes CF multiples along with other multiples.
Nice video Sai Krishna Garu. It’s a good opportunity to learn how to read the Pharma space. Mr. Aditya has excellent knowledge about Pharma sector. Hope investors will definitely grab some knowledge from this video.
Once again thanks for your dedication to financially educate retail investors from Telugu community.❤
Thank you money purse team for this video.we are expecting this kind of videos from our money purse.
Thank you money purse team and Sai garu for sharing valuable information and bringing great person to our channel
Hello anna , first of all Kudos to your great work and the team of MT. If possible can you do a video on both healthcare(api , hetech, cdmo with moat on their business) and as well chemical sector . Thank you so much for providing valuable information ❤☺️
Very good information and analysis
Sai Garu mee fans first like cheataru mee videos
Chala efforts petti chestaru anni manchi sectors testaru sir
Tq so much for sincere efforts
Anna, i have few questions in this video?
1. you said, "ayana portfolio chuste", how/where can we see it?
2. how to follow fund mangers like him? how/where do we come to know what funds they are managing?
Thank you very much Money purse for bringing Aditya sir again
Sai anna
Kudos to your efforts to bring such excellent interviews by veterans of the industry. Presently which health care fund he is managing. So that I want to make SIP investment in that fund.
Regards
Srinivasa rao
Excellent Video , especially the way Aditya has done his analysis on companies like Natco is formidable
Thank you money purse team for doing wonderful job 🎉 ❤
We are missing these kind of videos 😅 thanks ❤
Wow right time nice video
One of my favourite Aditya Khemka
Thanks a lot for the Interview, it’s really fantastic knowledge was shared ❤
But one doubt Sir, if Trumph put some tariffs on Pharma, will it not effect our companies?
Very simple explanation at sane time very precise Aditya sir
Thank you so much for quality content, highly appreciated ❤.
Thank you Sai Garu and Money Purse team for wonderful video .Fantastic explanation by Aditya Sir as usual
Sai Garu thanks for making us know regarding Health Care and it's associated organisation, and fantastic presentation by Aditya Khemka Sir, he made me understand clearly, Great Sir, God Bless You All,
Once again Sai Garu, Thanks
Very good job Sai garu, as usual good stuff in the video, watched the entire video. Very very informative
Hi Sai Anna ❤
One of the Best RUclips channel for knowledge enhancement…without any doubt….
Thank you money purse team🙏🏻…
So nice of you andi
Good vedio.Thanks MP team.
Max health
HCG
Medanta
Larus
Larus delivered good numbers
Yes good numbers but valuations is not cheap. Which is covered if
In our Money purse team as well
Thanks for Wonderful session team. 🙏
Very nice video Sai garu. Aditya sir is fantastic as always !!!
Thank you Sai garu. Your team is giving good information 🎉❤
Excellent experience 👏 👌 ❤❤❤
Great Video. Appreciate your help in building knowledge
Very good explanation congratulations to Sai garu for bringing such a experienced people
Hello team noticed u have removed top 10 themes for 2025 video.please restore it as i want to refer it for research.
Very informative. Thanks Sai.
THQ u For all MP team members
Most welcome andi
Thanks Sai bro
Nice understand conversation sai garu. Simple ga artam ayyindi
Nice work by MP team.small request could you please make a short video on Best mutual funds in this sector considering the good fund manager. I clearly understand that fund manager’s ability and his/her exposure in pharma sector plays a very very crucial role in generating alpha of that particular mutual fund.
I want to go through mutual fund route, so if u can suggest some mutual fund I will add it to my portfolio. Thanks in advance
Great job...
Financial knowledge 🙏🏿🙏🏿
Thanq
Continue...
That is money purse❤. They know when what should bring. Thank you Sai garu🙏
So nice of you andi
Thanks a ton 🙏🙏🙏
Helpfull video, CFBR.
Thanks a lot for this video. You are bringing it at the right time.
Fantastic interview.. Good one that make up the weekend
As usual Aditya Khemka Sir explanation is superb. thanks for the interview team
I am from pharma industry.....Very best analysis on natco....revlimed profit is more than 1000 cr out of 2000 annual PAT ..WHICH MIGHT COME DOWN TO 100 CR IN FY26-27....
Thanks bro, good video
Hi @sai Garu and Money Purse team,
Thank you for sharing this wonderful video😊
Thanks to the valuable information sir