Bhushan

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Bhushan

Bhushan

@KRrrrrissssh

📈 Tweets related to Stock Market are just Personal Opinions & for Educational Purpose Only 🇮🇳

Katılım Aralık 2022
44 Takip Edilen73 Takipçiler
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Bhushan
Bhushan@KRrrrrissssh·
Why Copper is called “The Consumable Gold” 🥇🔌 #Copper may not sparkle like #GOLD, but it's just as valuable - maybe even more so. Here's why- 1⃣Industrial Use: Copper is essential for electrical wiring, electronics (such as circuit boards and computers), power generation, 🧵
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Bhushan
Bhushan@KRrrrrissssh·
#NibeLtd Let's see whether it RETEST ! Beware: There is a Huge supply on the left For education only - not a buy/sell recommendation. Always DYOR. #PriceAction #Defence
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Bhagavad Gita
Bhagavad Gita@GitaShlokas_·
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Bhushan
Bhushan@KRrrrrissssh·
#NETWEB UP ?? Not a Buy/Sell Rec
Bhushan@KRrrrrissssh

#NETWEB Any guesses how it gonna react next Week ? For education only - not a buy/sell recommendation. Always DYOR.

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Bhushan
Bhushan@KRrrrrissssh·
Power of Divergence !💪 #IdeaForge 775--> 855 For education only - not a buy/sell recommendation. Always DYOR.
Bhushan@KRrrrrissssh

#IdeaForge Let's see... For education only - not a buy/sell recommendation. Always DYOR.

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Equity Concall
Equity Concall@Pkjat340·
Kwality Pharmaceuticals Ltd Concall Summary for Q4FY26 MANAGEMENT COMMENTARY • FY26 marked highest-ever annual performance • Management focused on oncology and peptide expansion • Strong emphasis on working capital improvement • Leadership remained highly confident and organized • Focus shifting toward complex specialty formulations OUTLOOK • FY27 revenue guidance set at ₹650 Cr • FY27 PAT target guided at ₹100 Cr • FY28 revenue expected at ₹800–850 Cr • Long-term FY29 target stands at ₹1,000 Cr • EBITDA margin targeted to reach 30% by FY29 INDUSTRY • Oncology manufacturing regulations becoming stricter • Annex 1 guidelines increased sterile manufacturing complexity • Regulatory approval cycles becoming longer globally • Currency gains offset inflationary pressures • Pricing stability maintained across export markets COMPETITIVE POSITION • Moving away from commoditized generic products • Strong positioning in peptides and oncology • Bio-equivalence capabilities attracting global partners • Complex injectables creating competitive moat • Expanding differentiated therapeutic portfolio RISKS • Latin America approvals remain timing-sensitive • Annex 1 transition initially impacted utilization • GCC receivable cycles historically stretched • Regulatory queries can delay commercialization • Complex filings increase execution requirements GROWTH DRIVERS • ₹50 Cr oncology plant expansion completed • Utilization restored toward 65% levels • Running BE studies for 40+ molecules • GCC portfolio shifting toward higher-margin products • Expansion planned into Baltic and Eurasian markets STRATEGIC INITIATIVES • Replacing low-margin GCC products gradually • Scaling peptide and liposomal product portfolio • Entering hormone and biosimilar segments • Building long-term specialty pharma pipeline • Enhancing global regulatory filing footprint PRODUCT MIX • Oncology contributed ₹100 Cr in FY26 • Oncology revenue targeted at ₹150 Cr in FY27 • FY29 oncology target stands at ₹300 Cr • Peptides contribute 40% of oncology sales • Peptide EBITDA margins remain around 40% FINANCIALS • Q4 revenue grew 35.8% YoY to ₹157 Cr • FY26 revenue reached ₹503 Cr • EBITDA margin expanded to 24% • PAT surged 69% YoY to ₹67 Cr • PAT margin improved to 13.4% BALANCE SHEET • Cash conversion cycle improved to 170 days • Nearly 30% GCC receivables recovered • Credit rating upgraded to ICRA BBB+ • Liquidity profile improved significantly SENTIMENT • Overall management tone remained highly positive • Strong confidence in FY27 and FY29 targets • Oncology and peptides seen as key growth pillars • Long-term specialty pharma strategy gaining traction • Company transitioning into complex pharma exporter CONCLUSION • Kwality delivered record FY26 performance • Oncology and peptide portfolio driving profitability • Strong visibility toward ₹1,000 Cr FY29 target • Working capital and balance sheet improved materially • Company emerging as specialized high-margin pharma player #KwalityPharmaceutical #Pharmaceutical #Q4FY26
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Equity Concall
Equity Concall@Pkjat340·
Equity Concall@Pkjat340

Kwality Pharmaceuticals Ltd Concall Summary for Q4FY26 MANAGEMENT COMMENTARY • FY26 marked highest-ever annual performance • Management focused on oncology and peptide expansion • Strong emphasis on working capital improvement • Leadership remained highly confident and organized • Focus shifting toward complex specialty formulations OUTLOOK • FY27 revenue guidance set at ₹650 Cr • FY27 PAT target guided at ₹100 Cr • FY28 revenue expected at ₹800–850 Cr • Long-term FY29 target stands at ₹1,000 Cr • EBITDA margin targeted to reach 30% by FY29 INDUSTRY • Oncology manufacturing regulations becoming stricter • Annex 1 guidelines increased sterile manufacturing complexity • Regulatory approval cycles becoming longer globally • Currency gains offset inflationary pressures • Pricing stability maintained across export markets COMPETITIVE POSITION • Moving away from commoditized generic products • Strong positioning in peptides and oncology • Bio-equivalence capabilities attracting global partners • Complex injectables creating competitive moat • Expanding differentiated therapeutic portfolio RISKS • Latin America approvals remain timing-sensitive • Annex 1 transition initially impacted utilization • GCC receivable cycles historically stretched • Regulatory queries can delay commercialization • Complex filings increase execution requirements GROWTH DRIVERS • ₹50 Cr oncology plant expansion completed • Utilization restored toward 65% levels • Running BE studies for 40+ molecules • GCC portfolio shifting toward higher-margin products • Expansion planned into Baltic and Eurasian markets STRATEGIC INITIATIVES • Replacing low-margin GCC products gradually • Scaling peptide and liposomal product portfolio • Entering hormone and biosimilar segments • Building long-term specialty pharma pipeline • Enhancing global regulatory filing footprint PRODUCT MIX • Oncology contributed ₹100 Cr in FY26 • Oncology revenue targeted at ₹150 Cr in FY27 • FY29 oncology target stands at ₹300 Cr • Peptides contribute 40% of oncology sales • Peptide EBITDA margins remain around 40% FINANCIALS • Q4 revenue grew 35.8% YoY to ₹157 Cr • FY26 revenue reached ₹503 Cr • EBITDA margin expanded to 24% • PAT surged 69% YoY to ₹67 Cr • PAT margin improved to 13.4% BALANCE SHEET • Cash conversion cycle improved to 170 days • Nearly 30% GCC receivables recovered • Credit rating upgraded to ICRA BBB+ • Liquidity profile improved significantly SENTIMENT • Overall management tone remained highly positive • Strong confidence in FY27 and FY29 targets • Oncology and peptides seen as key growth pillars • Long-term specialty pharma strategy gaining traction • Company transitioning into complex pharma exporter CONCLUSION • Kwality delivered record FY26 performance • Oncology and peptide portfolio driving profitability • Strong visibility toward ₹1,000 Cr FY29 target • Working capital and balance sheet improved materially • Company emerging as specialized high-margin pharma player #KwalityPharmaceutical #Pharmaceutical #Q4FY26

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Bhushan
Bhushan@KRrrrrissssh·
@gaze_observer Apollo Micro Systems 🤝 Kwality Pharmaceuticals🤝
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The Cloaked Gaze 👀
The Cloaked Gaze 👀@gaze_observer·
Decent results reported this week with a positive outlook going forward: Sansera Engineering Apollo Micro Systems Kwality Pharmaceuticals Dee Development Engineers WeWork India Management Karnataka Bank Asian Energy Services Godawari Power and Ispat Windlas Biotech Rategain Travel Technologies Wakefit Innovations OBSC Perfection (SME) Influx Healthtech (SME) Vintage Coffee And Beverages SEDEMAC Mechatronics Etc.....
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Bhushan
Bhushan@KRrrrrissssh·
@nabin_jaiswal Seeing at the Volume , I am expecting it to breach the Resistance (currently it is facing at 11580 levels) Tomorrow/ in coming week. However we must not ignore the huge supply on the left! Overall i am Bullish on #Dixon Mid-Long Term
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Bhushan
Bhushan@KRrrrrissssh·
Positive and Hidden Divergence Explained 👇 #Dixon For education only - not a buy/sell recommendation. Always DYOR.
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Ankur Patel
Ankur Patel@AnkurPatel59·
One of the Best Ways to Make Money in the Stock Market Is to Buy Range Expansion. #Trading
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Mohit Khatri
Mohit Khatri@MohitKhatriJSM·
Built this space with a vision, discipline & consistency. Small setup. Big goals. 📈 Welcome to Mohit’s Market Dose. 🤓🕺
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