SEQUENT SCIENTIFIC

GOOD NUMBERS

ROCE 5Yr-13.6 %;
ROE 5Yr-14.7 %; D/E-0.5

NO. 1 Animal health company from India
27 Commercial APIs
US$100MN+R&D investments
Promoter: Carlyle Group - 53%
Cons. Revenue UP 13% YOY

#Sequent (2/n)
₹1,272 MN Cashflow from operations in FY20

100+ Countries Presence

Revenue: 66% from the formulations and the rest from APIs

SSL’s consolidated EBITDA margins improved to 14.4% in FY20 (FY19: 12.0%, FY18: 9.8%)

#Sequent (3/n)
Stabilization of operations at its US FDA approved Vizag API facility led to an improvement in SSL’s API sales and EBITDA in FY20

Of the total formulation sales, the regulated markets of Europe contributed 47% in FY20,

5 Global R&D centers

Sequent(4/n)

-Formulations Strong (66% Revenue)

46.9% Revenue CAGR (FY17-FY20)

40+Products under development

40+New products launched in FY20

65%+Sales to Regulated Markets
#Sequent (5/n)

APIs

32.6% Revenue CAGR (FY17-FY20)

19 US Filings/Approvals

70%+ Sales in Regulated Markets
14+Molecules Pipeline

DEEPAK NITRITE

Strong Breakout

Cmp - 1049

Short T - 1111/1160/1200

Medium Term - 1350/1490 (3 To 6 months)

Longterm - 2000/3000 ( 1 to 2.5 yrs)

Rantionale

Adding in F&O from 26th Feb .

Mutual fund has increased stake in last 4 qtrs to almost 13%

Company would be Debt free in 1 to 2 qtrs.

Huge expansion coming

Right issue possible very soon

Bonus candidate 1:1 for next year

Company would Generate 700 To 1000cr Cash flow minimum every year aft 2 qtrs.

Another # SRF/ATUL LTD/BHARAT RASAYAN in making

Last 10 year stock price has Grown @60%++ CAGR

Can be - 5000/7500/10000++
in next 5 to 6 years

BAJAJ CONSUMER

MOVING

5% 💚💚

270

BAJAJ CONSUMER

MOVING MORE

NOW UP 9%

279.85

MAKERS LAB

AFTER COMPLETING CONSOLIDATION

AGAIN BACK IN ACTION

LOCKED IN 5% UC @314

NEXT TEST LEVELS # 333/390/444+

POLYCAB

CMP - 1299

AGAIN ON RADAR

GETTING READY FOR

1333/1360/1400/1500++

ONE CAN ADD LIGHT QTY HERE ALSO WITH 3 TO 6 VIEW

REAL ESTATE LOOKING GOOD

On RADAR

GODREJ PROPERTIES @ 1414

AJMERA REALTY @ 138

RAYMOND @ 343

NESCO @ 619


All good for 10 - 20%- 30% move

TF - 1 - 3 - 6 months

S/L - As per Risk

https://wealthcreatures.com/2020/06/23/ppap-automotive-multibagger-in-making-can-give-300-returns-in-next-3-to-4-years/

PPAP AUTO

On RADAR

CMP - 274

Once close above 295

Big move coming


2X/3X/5X RETURNS POSSIBLE OVER A PERIOD OF TIME

CAMS

READY FOR

NEW 52wk HIGH SOON

CMP - 1874

ONE CAN ADD LIGHT QTY HERE ALSO

BUT ONLY FOR PATIENCE HOLDERS

HIKAL

186

Very good numbers

POLYCAB

Breakout coming once close above 1326

SUN TV

NEW 52WK HIGH

552

Big breakout Again

New Test Levels #
590/666/750 ( 3 to 6 months)

ON RADAR

Which can see Traction

STOCKS WHOSE CIRCUIT FILTER REVISED

KOPRAN 5% TO 20%
NUCLEUS Software 5% TO 20%
GPIL 5% TO 20%
G.M BREWERIES 5% TO 20%
GMM PFAUDLR 10% TO 20%
FSL 10% TO 20%
AFFLE 5% TO 10%
TVS ELECTRONIC 5% TO 10%
BGR ENERY 5% TO 10%
HINDUSTAN COPPER 10% TO 20%
GRAPHITE 10% TO 20%
SHAKTI PUMPS 5% TO 20%

SARDA ENERGY

SMART BOUNCE BACK FROM

SUPPORT LEVELS

NOW READY TO CROSS NEW 52WK HIGH

ABOVE 401 CLOSE

440/500/550/600+++ COMING

DIVIS MOVING

MAKERS LAB

NEW 52WK HIGH

10% BLASTING

344.80 🎯🎯

ALMOST 4X RETURNS IN LESS THAN 4 MONTHS

Bajaj Electric


Up 13%


💚💚💚


✈️✈️✈️


871


😍😍

KOPRAN

7% 💚

134.60

LTTS

2700

KEEP EYES

SUN TV

CMP - 350

SUSTAINED ABOVE 352 BIG MOVE COMING