Author: Saurabh Kumar

Saurabh is a finance and analytics enthusiast with professional experience in both fields. He is an avid investor in the Indian stock market and academically interested in the application of analytics in the value investment field.

Ajanta Pharma – My Notes from 2020 Annual Report

Reading Time: 4 minutes Source link | Twitter Profile | Linkedin Profile Ajanta Pharma – Key Business Updates Ajanta Pharma is a specialty pharma company engaged in the development, manufacturing, and marketing of quality finished dosage. 70% of business comes from branded generics and 30% comes from generics in the USA and anti-malarial institutional business in Africa Company has […]

Syngene International Limited – 2020 Annual Report Notes

Reading Time: 4 minutes Source link | Twitter Profile | Linkedin Profile Key business updates of Syngene International Limited: Integrated research, development, and manufacturing organization providing scientific services from early discovery to commercial supply for pharma, biotech, nutrition, animal health, consumer goods, and specialty chemical companies The company provides discovery services, development services, manufacturing services, and dedicated R&D centers […]

The Circle of Investing – Part I – Factsbeyondnumbers

Reading Time: 7 minutes Below are points to set some context around intent and objective of article so that you can take a call if it is worth your time: The intent of this post is to provide understanding of multi-disciplinary areas of investing including fundamental analysis, technical analysis, quants investing and application of machine learning in investment journey. […]

My notes from various annual reports for 2020 – TCI Express – Factsbeyondnumbers

Reading Time: 3 minutes Continuing with more annual report reading, this is one of cleanest and simple AR I have read. To add, impressive performance history, a good company to keep on watch list in double digit growing logistic space.   Notes from AR 2020 Company Introduction: Company is express logistic provider which provides fast, reliable, on demand, integrated, […]

Annual Report Review of Crompton Greaves Consumer Care – Factsbeyondnumbers

Reading Time: 4 minutes I had first written about this company and management in 2017 which is available here https://factsbeyondnumbers.wordpress.com/2017/11/26/crompton-greaves-consumer-care-brand-revival/ It is good to see management having a clear cut communication and delivering continuously (keeping share price aside). Here is notes from 2020 annual report Notes from AR 2020 Key business updates: Company is a major player in fans, […]

My notes from various annual reports for 2020 – IT Sector (L&T Technology Services) – Factsbeyondnumbers

Reading Time: 3 minutes After going through few annual reports in pharma sector, now is time for IT sector. Will be posting and updating IT sector annual reports here. To start with, below are notes for L&T Technology Services   L&T Technology Services: Notes from AR 2020 Key business updates: Technology company present in 5 verticals Transportation (35% of […]

My notes from various annual reports for 2020 – Neuland Laboratories Limited – Factsbeyondnumbers

Reading Time: 6 minutes Notes from Annual Report 2020 Key business updates: Company is focused on API business. The business is focused on GDS and CMS Further, GDS has prime APIs and specialty APIs Across these two verticals, expertise extends to both small molecules and peptides Company has successfully cleared 15 USFDA audits so far Two audits were cleared […]

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