[Stock notes] – Dhanuka Agritech…One of the best performing Agro-chemical stocks

Hello Sir, Hope you are doing well. Mar’23 and Jun’23 quarters were extremely bad for almost all the agrochemical companies. First there was excess inventory in the channel and therefore the demand plummeted. Second, the prices have come down sharply resulting in sales returns and inventory losses. Source: Dhanuka Agritech website   However, Dhanuka Agritech has performed much better and has come out rather unscathed with decent performance in Sep’23 quarter. We believe, as a contrarian investor with 3-4 years investment horizon, it’s…

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[Stock Idea] – Bharat Rasayan…leading agrochemical intermediates maker

Hello Sir,Hope you are doing well.As they say, it takes a prepared mind to capitalize on the opportunities and we therefore keep searching for new Investment opportunities for our Premium Members.Recently, Bharat Rasayan came to our notice. The stock has done extremely over the last 10 years and has created huge wealth for its shareholders by compounding at 50% +.The numbers looked decent and we decided to dig deeper. Below, we have shared notes from the Dec’21 and May’22 CARE credit rating reports…

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[Stock Idea] – Aarti Drugs…notes from the Q1 FY 23 concall

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 40-50% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain. Some of them will soon be available at reasonable valuations on long term mean margins and that will be a good time to invest.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us. We recommended…

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Gufic Biosciences (NSE – GUFICBIO) – Nov’21 Alpha/Alpha plus stock

Dear Members, We have released 30th Nov’21: Gufic Biosciences Ltd (NSE Code – GUFICBIO) – Alpha/Alpha Plus stock for Nov’21. For details and other updates, please log into the website at the following link – Note: For any queries, mail us at [email protected] Date: 30th Nov’21 CMP – 182.25 (BSE); 181.60 (NSE)                                                            Face Value – 1.00 Rating – Positive – 4% weightage (refer rating interpretation)   Introduction Gufic Biosciences Limited (GUFIC) was incorporated in the year 2000 as a public limited company…

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