Month: January 2025
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Cracking the Patent Code: Natco’s Winning Formula
Natco Pharma, a leader in APIs and niche generics, faces growth challenges post-Revlimid exclusivity in FY26, with semaglutide offering long-term ...
TARIL: The Pickaxe and Shovel Play in India’s Energy Transformation
TARIL is one of the leading transformer manufacturers in India, and with the country’s growing power demand, the company is well-positioned to play a crucial ...
In Earnings We Trust: 2024 Focused Portfolio Review
For the calendar year 2024, the Focused portfolio is up 29.4%, compared to the Nifty 50’s 8.7% and the Nifty 500’s 14.8%. We started 2024 on a ...
