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Kavach is just starting, it is a 3-4 year theme minimum for Kernex. After that since Kernex is R&D and EMS company they would use their resource for defence and other related projects as pointed out in AGM. In these 3-4 years kernex will work for future as well. What is important is technical skillset and execution capabilities. Skillset we have seen as its only among 3 O...
I think PE valuation is not proper metric to guage growth companies. At least not now in India.
Male contraceptive and female Contraceptive with balanced Gr. Margins becomes a cash cow for cupid and real growth is now depending on volume from B2C & IVD kits. Contrast manufacturing business is just a bonus.
I am still bullish on stock.
Disclaimer: I am...
Updated figures from 30.9.2025 balance sheet and updated USDINR to 88 from 84 for Dystar Payout. This is a very conservative book value estimate, I have done this just to give me a guideline of what intrinsic value is. I have disregarded alll assets other than those mentioned in sheet but taken on all liabilities in balance sheet class="attachment" href="https://forum.valu...
Will you pls write a post on your thesis to have the largest position in this company. It will help many of us to know more about this business.
