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Bahman
6.2K posts

Bahman
@ChastitySl82415
Student Of Stock Market , Trader.
BSE Katılım Mart 2024
434 Takip Edilen139 Takipçiler
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Sun Pharma just paid $11.75 billion for Organon. Largest acquisition by an Indian pharma company. Ever.
A decade ago our pharma story was generics. Copy the molecule, compete on cost, supply the world with affordable pills. That model built a $50 billion export industry.
But generics is a race to zero margins. Everyone catches up eventually.
What Sun Pharma is betting on: branded specialty drugs, womens health, biosimilars — segments where the margin is in the IP, not the volume. I think this is the moment Indian pharma stops being the worlds pharmacy and starts being a pharma power. Different thing entirely.
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At 25 → “I’ll start investing next year.”
At 35 → “Expenses are too high right now.”
At 45 → “Kids’ education comes first.”
At 55 → “Retirement corpus looks too small.”
Meanwhile, the person who started a simple SIP in their 20s is now discussing vacations, not survival.
Compounding doesn’t care about your excuses.
It only rewards time. 📈
#SIP #RetirementPlanning #Investing #FinancialFreedom
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@ChastitySl82415 @YMehta_ @AskPerplexity Cancel nahi hua tha, Offer July 2025 se Jan 2026 tak he thi..! Cuz mera subscription abhi v chal raha h

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SEBI has now made it mandatory for fund houses to publish granular data on their monthly disclosure report
According to the SEBI norms, AMCs will now disclose detailed SIP data including:
✅SIP inflows for the month
✅Existing SIP accounts at the beginning of the month
✅SIP accounts registered during the month
✅SIP accounts matured during the month
✅SIP accounts terminated prematurely during the month
✅Closing number of SIPs at month-end
( Source : cafemutual )
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Finally, the IPO market is getting ready! 🚨
Can we have good big IPOs in the second half of 2026?
Absolutely.
Get your capital ready for these upcoming Mega-Blockbusters:
🔹 Reliance Jio(Expected to be India's biggest ever)
🔹 Zepto (₹11,000 Cr - Coming July)
🔹 NSE (₹22,000 Cr)
🔹 SBI Mutual Fund
🔹 PhonePe & Flipkart
☻ ~ "The drought of big issues is officially over!"
• • • •
ツ
#IPO #StockMarketIndia
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In India, if an elderly patient is put on a ventilator and shows no signs of recovery, families face a very painful situation.
You cannot ask the hospital to remove the ventilator. Due to legal rules on passive euthanasia, hospitals usually refuse.
The only practical option is: Arrange your own ventilator at home, get the patient discharged, and take them home to spend their last days with family and dignity.
This system puts huge emotional and financial pressure on families in their most difficult time. Truly heartbreaking.
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Jaro Institute of Technology Management and Research Limited IPO (Jaro Eduacation)
Final Verdict
Applying For Small Listing Gains And Long-term
Highlights of the Issue :
Date : 23-25 September
Price Band : 846-890
Size : 450 Crore
Fresh - 170 Crore
OFS - 280 Crore
M.cap : 2,597 Crore
Objects Of The Issue :
▪︎ Marketing, Brand Building and Advertisement Activites - 81 Cr
▪︎ Repayment Of Debt - 45 Cr
▪︎ GCP - 44 Cr
Key Pointers :
▪︎ Jaro Is India's Leading Online Higher Education and Upskilling platform which markets and facilitates diversified range of online degree programs in partnership with 36 Partner
Institutions, including 16 Tier-1 universities and institutions (includes 7 IIMs and 7 IITs and 15 Tier-2 universities and institutions)
▪︎ Jaro partners with Universities and Institutions and designs the courses and study & generate demand for courses
▪︎ The Company has a pan-India presence of over 22 offices-cum-learning centres across major cities for offline learning, apart from 17 immersive tech studio set-ups in the campuses of
various IIMs
▪︎ Jaro does customer Aquisition via Marketing Campaigns, Digital Marketing, Promotions, Provides Councelling, Etc.
▪︎ The Company is looking to spend the IPO Proceeds Majorly towards Marketing Initiatives for aggressive Customer Aquisitions and also slightly Deleveraging its Balance sheet
Financials and Personal Assumptions
FY23
Revenue : 122.1 Crore
EBITDA : 25.5 Crore
PAT : 11.4 Crore
FY24
Revenue : 202 Crore
EBITDA : 63.6 Crores
PAT : 38 Crore
FY25
Revenue : 252.3 Crore
EBITDA : 83.6 Crore
PAT : 51.3 Crore
FY26E
Revenue : 305 Crore
EBITDA : 105 Crore
PAT : 68 Crore
FY27E
Revenue : 360 Crore
EBITDA : 131 Crore
PAT : 82 Crore
Valuing Jaro Eduacation at 20× FY27E EV/EBITDA, Fair Value Comes At 1,264, Implying An Upside Of 42%
Jaro is one of those Rare Companies in the Eduacation Sector which is growing with Super Healthy Profitability, As the business is Asset Light it will always have an operating leverage and Scalability
Eduacation sector has never made money for investors, Hopefully this one breaks that theory
Overall A Good Company with A Scalable and Profitable Business Model coming at Reasonable Valuations
Just A Personal View, Only For Educational Purposes

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Wipro exit PE 15
BSE entry PE 66
So, Nifty PE will be inflated again, after Zomato and Jio Finance, now BSE.
Margin of Safety🇮🇳@InvestorOfJAMMU
BSE to be included in Nifty 50 replacing Wipro. The bad days of BSE are going to start soon.
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Now Amul Milk contains 98X more Coliform than the FSSAI limit.
India is basically a durability test of humans 🙏

kanav@kanavtwt
Amul Dahi contains 2100x more Coliform and 60x more Yeast & Mould than the FSSAI limit. Did not expect this from a brand like @Amul_Coop. Is anything edible in this country even safe anymore?
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