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Analyzing CDMO businesses - Looking beyond financials
During the course of both my CA and MBA, we were taught the concept of Balanced Scorecard - a framework that balances traditional financial measures…
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Deepak K
HIL Q3 FY 25 results update
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Deepak K
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HIL Limited - Will the efforts translate into results
HIL Limited presents an investment opportunity driven by dual recovery factors: increased rural infrastructure spending in India and the revival of…
Published on Deepak’s Substack • 
Why Hikal’s Risk-Reward Setup Looks Attractive
CDMOs are the talk of the town in India’s pharma landscape, with the market projected to grow at ~15% CAGR, reaching ~$45 billion by 2029.
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Deepak K
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Lessons from my investing journey 2019-2024
My journey into the world of investing truly began in 2019.
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Deepak K
1
HIL Limited - Will the efforts translate into results
HIL Limited presents an investment opportunity driven by dual recovery factors: increased rural infrastructure spending in India and the revival of…
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Deepak K
4
Godrej Agrovet Limited - Is there an opportunity in this stock ???
Godrej Agrovet Limited (GAVL) – Margin of Safety coupled with opportunities of upside due to management initiatives towards margins expansion
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Deepak K
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