api

Strong Results: Asahi Songwon and Ugar Sugar Works this week

May 15, 2025

The results season is on and the companies have been announcing quarter and year ending Mar’25 results. We found results by Asahi Songwon and Ugar Sugar Works interesting and here are the details: Before that, in the month of April 2025 and May 2025, we have released the following new stock recommendations: On 11th Apr’25, we released a new recommendation under “Insider Bets” subscription. You can read about it by clicking HERE On 16th Apr’25, we released a new Special situation opportunity for our Alpha + members. You can…

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[Stock notes] – Natural Capsules…From Gelatin capsules to APIs

December 29, 2023

Hello Sir, Hope you are doing well. Recently, I came across Natural Capsules Ltd. It is the 2nd largest Indian manufacturer for gelatin capsules and now foraying into API manufacturing. API division is yet to start contributing to sales. Source: Natural Capsules Presentation   What interesting is, even though the total demand for such APIs seems small, the company claims that it will be the only manufacturer for 2 out of 3 APIs in India and 1 of the 2 for…

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[Stock idea] – Aarti Drugs…notes for a leading pharma API company

March 18, 2023

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 50-60% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain.It seems like earnings may have bottomed out and some of them seem to be available at reasonable valuations from a 3-4 years investment perspective.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us.We have recommended…

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[Stock idea] – Surya Roshni…leading lighting products seller

December 2, 2022

Hello Sir,Hope you are doing well.Indian markets have many listed companies from the Steel tubes and pipes industry and the Lighting and Consumer Durable industry. However, there must be very few companies involved in such diverse industries at the same time and Surya Roshni is one of them. Recently, we were looking at Surya Roshni as the stock is down almost 50% from its peak price of 850 in Oct’21.While Surya is more famous for its lighting products; did you know that Steel…

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