India's Budgets: 2006-2015. Key Charts, and Key questions
In continuation of my work of detailed work on India Budget for last ten years, this piece through simple charts puts in perspective: 2014 Actual...
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Introducing Long Term Leaders - Focussed Insights for your Core Holdings
We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category, we have identified companies that...
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Akums Drugs and Pharmaceuticals IPO Trading - Strong Demand and a Decent Margin of Safety
Akums Drugs and Pharmaceuticals (0200361D IN) raised around US$222m in its India IPO, after pricing the deal at the top end of the range at INR679...
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Akums Drugs and Pharmaceuticals IPO - RHP Updates & Quick Thoughts on Peer Comp and Valuation
Akums Drugs and Pharmaceuticals is looking to raise up to US$222m in its upcoming India IPO. In this note, we talk about its RHP updates and share...
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Akums Drugs and Pharmaceuticals Pre-IPO - Profitable but Needs to Scale up More
Akums Drugs and Pharmaceuticals (0200361D IN) is looking to raise up to US$239m in its upcoming India IPO. In this note, we talk about the...
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