Used this time to rejuvenate….

Been to Kainchi Dhaam Nainital Delhi and Malaysia 🇲🇾

Will be back with a bang 💥

Market till sustains above 24200 is a sell on rise

Dredging Corp

Good morning !!!

USD to INR almost 97 🙈

Windlas 💊

💡 The Bigger Picture: Strategic Roadmap Ahead
Priority
1-Year View (FY27)
3-Year View (FY28–FY29)

Capacity
Plant 6 fully operational → ₹1,000 Cr OSD capacity + ₹100 Cr injectable capacity
Potential Phase II injectable expansion or new dosage form (inhalers, soft gels, ointments, etc.)

CDMO
Deepen wallet with existing 757+ customers; continue adding 150-200 new customers/year; expand complex generics portfolio
Industry consolidation tailwind (Schedule M) benefiting organized players; target client base of 1,000+

Trade Generics
Expand from 400 → 500+ brands; deepen North India presence; enter new states
Target 5,000-6,000 stockists; pan-India presence

Exports
Convert pending dossier registrations into revenue; in-licensing approvals for Europe
15+ countries; meaningful revenue contribution (from current 4%)

Capital Allocation
Buyback completed; organic capex for Plant 6; steady dividend (~20% payout)

Biocon fresh 52 week high | More potential ahead

8.3% up today 😋

Windlas is a strong buy candidate 👀 DYOR

Market could go parabolic if Finance minister does some major cuts on taxes.

4 digits

We are forming a base

any breakout above 24200 would be a great opportunity to jump in again.....

Reason for Big Fall 🔴

🚨SEMI-ANNUAL MSCI REBALANCING ADJUSTMENTS TODAY. NIFTY DOWN 400 POINTS

Added HDFC Bank SBIN on this dip and little bit of RCF

As the rainy season starts the demand for fertilzers will soar for Rabi Crops