ValueEquity

Interarch Building Solutions Q1FY27 concall notes , my notes from the call just concluded Stock split , 250 crores QIP , steel structures capex , and new plant ramp up by next 3 months , there will be a good H2 here as new capacity unlocks , management is targeting 600 crore average run rate per quarter going forward ( FY27 2200 Cr , of course not linear H2 heavy) Canada tie up for Exports PEB , they are expecting to set up 50 crores export facing unit which at peak utilization will give $23M revenue , 2-3 years to achieve in peak , phase wise ramp up ) Disc: this is not financial reco/investment advice , Consider me biased and hence take it with bucket of salt , do your own due diligence

Windlas Biotech Q1FY27 concall notes, my notes from the call just concluded Plant 6 commercialization in H1FY27 , continuous focus on ramp up , deepening engagements with customers , increasing exports share( gestation period is longer but we are positive here ) , on Codeine it is more of an industry problem with large players as well , we offered and launched new strategies here Overall remain positive on plants ramp up , we can do more than initial revenues post ramp up as well for incremental de bottlenecking

BlueJet Healthcare , Annual report 2026 , my notes and thoughts : 1) Large cycle of inventory de stocking did affect the performance for them , that they are saying is now behind them 2) Vizag capex to reach good utilisation is still 18 months away , I am thinking the gains from here will be seen in CY2028 only 3) Contrast Media integration at Mahad plant is not major from profitabilty point of view , but to be thought of from a real RM supply security point of view here 4) GLP-1 , peptide fragments are the areas of focus for the Lab in HYD, this should help them meaningfully accelerate the pipeline for incremental business coming out of vizag 5) Alongside the upcoming facility in Vizag, this new R&D centre will be pivotal in advancing our CDMO pipeline, where we are currently tracking approximately 20 active RFPs. Our high-priority pipeline includes six Phase-3 programmes (comprising two GLP-1 candidates and one contrast media NCE) and two commercial products. 6) The new iodinated-based advance contrast media intermediate product launched in FY 2025-26 is showing traction. We are also preparing to launch 3 to 4 new products in this segment in FY 2026-27, further expanding our participation across advanced intermediates within this space We have been covering this business since listing , next incremental J curve in C28 and most importantly watch the new product launches , I would rank this number 5/7 in capabilty CDMO's , lets see where the new filings come in disc: no reco, no financial advice , biased from IPO prices , do your own due diligence

Interesting , as I’d said before as well interest rate hike is a big event if it happens, as equation for US equities get tough , but trump is trying very hard not to let this happen But the theme to play again is sticky inflation , chemicals , home improvement channels indicate higher prices still tighter

Lets see if we got the bottom , I think this will either age to be fine wine , or a meme , nothing in between

Parag Milk , the slide that matters , business mix no reco , biased hence take with pinch of salt