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Fundamental Analysis (Long term): post #58963 — TG.ME

Fundamental Analysis (Long term)@fundamental3 · 45K subscribers Open in TelegramOpen

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t.me/fundamental3/58963

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September 3, 2026 2.3K 1

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Almost every electric motor and generator on earth needs a lamination stack. Few outside the industry have heard of the company that makes most of them in India. That company has spent the last 4-5 years quietly converting itself from a single-product stamper into a vertically integrated engineering platform - adding precision machining, iron castings, and full sub-assembly capability through two external acquisitions and two group entity consolidations between FY23 and FY25. It supplies traction motor cores to both Wabtec and Alstom - Both are the only primary OEMs for Indian Railway locomotive manufacturing tenders. Whoever wins the tender, the cores come from the same place. With Cummins, it is the anchor vendor for laminations used in data centre DG set stators and rotors. One of India’s leading manufacturers and exporters of electrical steel laminations, with capacity at six plants across Telangana, Maharashtra, and Karnataka. That company is Pitti Engineering Ltd - A Hyderabad-based electrical steel lamination manufacturer founded in 1983, and now an integrated platform spanning stamping, machining, casting, and sub-assembly under a single P&L. 389·Sep 4

Textiles Value Chain , we are seeing profit pools emerge on both Spinners and Garmenting , especially UK facing source: Nuvama Swing trading | Positional Trading @Wealthcreator7 518·Sep 4

[media post] 497·Sep 4

A simple case study on why P/E can sometimes distort the picture. Revenue grew 40% and EBITDA grew 31% in Q1 FY27, yet PAT declined 25%, with PAT margins falling from ~11% to ~6%. The interesting part is what happened below EBITDA. D&A increased 95%, finance costs rose 48%, while other income fell 33%. So, despite a strong operating performance, the bottom line looked dramatically weaker. This is why, when analysing a business, don’t stop at P/E. Look at what is happening between EBITDA and PAT, and understand what is driving the gap. Sometimes EV/EBITDA gives you a cleaner view of the operating business than P/E. The numbers are the hint. Connect the dots. Swing trading | Positional Trading @Wealthcreator7 2.4K·Sep 3 Listed Indian Plays Across the Peptide Value Chain: 🔸 Divi’s Laboratories – Integrated play across protected amino acids, peptide fragments and peptide APIs, with SPPS/LPPS capabilities and exposure to GLP-1-related opportunities. 🔸 Neuland Laboratories – Building a dedicated commercial peptide CDMO platform with SPPS, LPPS, purification and lyophilisation capabilities. 🔸 Laurus Labs – Expanding into commercial peptide synthesis, purification and isolation as part of its growing CDMO business. 🔸 Piramal Pharma – Has an established synthetic peptide API manufacturing platform, including commercial-scale SPPS and solution-phase chemistry. 🔸 Sai Life Sciences – Developing dedicated peptide R&D and GMP manufacturing capacity across SPPS and LPPS, currently an emerging play. 🔸 Biocon – Has peptide API exposure through molecules such as Liraglutide, Semaglutide and Tirzepatide. 🔸 Shilpa Medicare – Building dedicated peptide manufacturing capabilities with exposure to Semaglutide and other complex peptide APIs. 🔸 Blue Jet Healthcare – An upstream beneficiary supplying protected amino acids, derivatives and peptide fragments used in peptide drugs. 🔸 Granules India – Entered the peptide/CDMO segment through Senn Chemicals, giving it exposure to specialised peptide development and manufacturing. 🔸 Syngene International – Primarily exposed to peptide discovery, development and early-stage research services, rather than large commercial peptide manufacturing today. 🔸 OneSource Specialty Pharma – A downstream GLP-1 beneficiary through sterile cartridge filling, drug-device combinations and pen assembly, rather than peptide API manufacturing. 🔸 Gland Pharma – Potential downstream beneficiary through injectable fill-finish and cartridge manufacturing for peptide and GLP-1 therapies. DISCLAIMER: NO BUY SELL SUGGESTION END 2K·Sep 3

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