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1 351
SAKAR HEALTHCARE
🌟 HIGH-GROWTH PHARMA STORY TO WATCH
NSE: SAKAR
🔥 Q1 FY27 — STRONG NUMBERS
📈 Revenue: ₹72.97 Cr | +38% YoY
📈 EBITDA: ₹21.25 Cr | +67% YoY
📈 PAT: ₹10.28 Cr | +120% YoY
💰 EBITDA Margin: ~29%
💊 THE BIG TRIGGER — ONCOLOGY
☑ Oncology becoming the core growth engine
☑ 55 oncology molecules developed
☑ 178 dossiers submitted globally
☑ 16 Marketing Authorisations received
☑ 65 oncology contracts executed
☑ Strong partnerships with Zydus, Accord, Intas, Torrent, Emcure & Glenmark
☑ EU-GMP approved Bavla Oncology Facility
🌍 EXPORT STORY JUST STARTING
🇪🇺 Europe & UK expansion
🌎 APAC • Africa • Latin America • CIS
📦 Increasing regulated-market exports
🤝 More dossiers → approvals → commercial launches
🚀 FUTURE GROWTH PLAN
🎯 FY27 Oncology Revenue Target: ~₹200 Cr
🎯 FY28 oncology revenue targeted at ~₹280–300 Cr
🎯 100+ approvals/registrations targeted
🎯 ₹500 Cr revenue milestone targeted over the next 2 years
🎯 Bavla facility potential: ₹800–1,000 Cr revenue at optimal utilisation over 4–5 years
🎯 Oncology EBITDA margin target: ~30%+
💡 WHY SAKAR COULD BE INTERESTING
Approvals + Oncology + Exports + Capacity Utilisation
= Potential Operating Leverage
The exciting part is that the capacity is already created — the next phase is converting approvals into commercial sales.
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One stock
Promotors Increased stake 4% ——> 24% Fii increased stake 2% ——> 18% Debt Reduced 3600cr ——-> 300cr Do you like know the Name of this company
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Sakar Healthcare
Fresh ATH
1046
Looking Good for 1100-1200-1300-1400++
Longterm - 2000/2500/3000+
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One of India’s most diversified pharmaceutical companies.
PPL pharma
( Piramal Pharma)
CMP - 214
Support @ 198-200
Strong 💪 support @ 177-180 zone
Company shld do well in 12-24-36-48-60 months
Longterm can be a big wealth creator
Study 📚 it to get more confidence & than take your own decision
🔹Unlike many pharma companies that primarily manufacture and sell generic medicines, Piramal Pharma ( PPL )has built three powerful businesses under one roof:
• Contract Development & Manufacturing (CDMO)
• Hospital Generics
• Consumer Healthcare
Think of it this way
🔹When a global pharmaceutical company discovers a new drug, it doesn’t always manufacture it in-house.
🔹Instead, it partners with companies that already have world-class manufacturing facilities, regulatory approvals and scientific expertise.
🔹That’s exactly where Piramal Pharma comes in.
🔹The company helps global innovators develop and manufacture medicines while also selling critical hospital products and well-known consumer healthcare brands.
Q1 FY27 Results
Revenue: ₹2,270 Cr (+17% YoY)
EBITDA: ₹284 Cr (+72% YoY)
EBITDA Margin: 12.5% (expanded by nearly 400 bps YoY)
🔹The quarter was driven by healthy growth across all three businesses, with better capacity utilization, operating leverage and disciplined execution leading to a sharp improvement in profitability.
🔸What’s working for them?
✅ One of India’s leading global CDMO players serving innovator pharmaceutical companies.
✅ Manufacturing facilities across India, North America and Europe, giving it a truly global footprint.
✅ Strong position in complex hospital generics, including inhalation anaesthetics used by hospitals worldwide.
✅ Consumer healthcare business provides stable cash flows through established brands.
🔹Why do I like it?
Mostly many investors value pharma companies based on the medicines they sell.
🔹But Piramal Pharma is different. It doesn’t just sell medicines. It helps develop them, manufacture them and deliver them to global pharmaceutical companies.
🔹That creates multiple growth engines instead of relying on a single therapy or product.
🔹As pharmaceutical outsourcing continues to grow globally, companies with strong manufacturing capabilities, regulatory approvals and long-standing customer relationships are likely to be among the biggest beneficiaries.
Piramal Pharma remains one of the more interesting plays on India’s growing role in the global pharmaceutical supply chain.
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PCPL OVERVIEW
Main board IPO
IPO OPENING FROM Monday 7th September to 9th September
🔹 Mumbai-based pure-play residential redevelopment developer
🔹 Focuses mainly on redevelopment of co-operative housing societies across Mumbai
🔹 Core presence across:
• Borivali
• Kandivali
• Malad
• Goregaon
• Andheri
• Vile Parle
• Santacruz
• Juhu
• Bandra
🔹 Housing categories range from economical and mass-market homes to aspirational housing
🔹 C&W industry research ranked company No.1 in Western Suburbs by redevelopment unit supply between CY17-CY24
🔹 During CY17-CY24:
• Redeveloped units: 1,503
• MCGM redevelopment projects: 27
• Share of units supplied by top 5 Western Suburb developers: ~30%
🔹 It also ranked No.1 across MCGM for redevelopment supply launched during CY21-CY24
Project portfolio
As of Mar 31, 2026:
🔹 Completed: 28 projects
• Developable area: ~14.2 lakh sq ft
🔹 Under construction: 20 projects
• Developable area: ~16.3 lakh sq ft
🔹 Upcoming: 17 projects
• Developable area: ~19.6 lakh sq ft
🔹 Total portfolio: 65 projects
🔹 Combined developable area: ~50.1 lakh sq ft
🔸 Portfolio expanded materially from 58 redevelopment projects reported at Dec 2024
Business model
🔹 Specialises in redevelopment rather than conventional large land-bank development
🔹 It takes over old housing societies, obtains approvals/FSI, constructs replacement homes for existing members and sells additional free-sale inventory
🔹 This reduces direct upfront land acquisition requirement compared with traditional real-estate development
🔹Debt repayment represents a meaningful part of fresh issue and can reduce future finance costs
🔹Pre-IPO promoter + promoter-group holding shown at ~63.35%
Financials Breakup
🔹 Revenue:
FY24: ₹449.75 cr
FY25: ₹638.24 cr
FY26: ₹763.93 cr
🔹 PAT:
FY24: ₹39.62 cr
FY25: ₹62.25 cr
FY26: ₹71.32 cr
🔹 Assets:
FY24: ₹966.80 cr
FY25: ₹1,246.29 cr
FY26: ₹1,799.19 cr
🔹 Revenue increased ~70% between FY24-FY26
🔹 PAT increased ~80% during same period
Strengths -
🔹 No.1 redevelopment supply position in Mumbai Western Suburbs during CY17-CY24
🔹 Large pipeline of 65 completed, ongoing and upcoming redevelopment projects as of Mar 2026
🔹 Revenue increased from ~₹450 cr to ~₹764 cr in 2 years
🔹 PAT increased from ~₹40 cr to ~₹71 cr
🔹 FY26 ROCE of ~24% and ROE of ~34%
🔹 ₹223.75 cr of fresh capital is being directed towards redevelopment execution
🔹 ₹74 cr debt repayment can improve balance-sheet position and reduce finance burden
My Take
PCPL is a focused Mumbai redevelopment developer with a genuine leadership position in Western Suburbs and a ~50 lakh sq ft completed + ongoing + upcoming portfolio
🔹 Revenue, PAT and return ratios are strong, while IPO proceeds are largely directed towards redevelopment spending and debt reduction
Disc - study before investing. All views are personal and only for Educational purpose . Consult your financial advisor before investing or Taking any position based on above Article
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ESDS software
Listed Today
112% 🆙
Next ipo coming with a bang 💥 issue opens on
7th Sept
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A Must apply ipo for every Wealthcreatures member
Apply in all your family members Account
Longterm looks Good
Company has very Good Track Record & very well know brand in Mumbai
Revenue Growing
PAT Growing
Margin Expansion
Future looks Great
Study it
I am applying for IPO 👍
Are You ?
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Pranav Constructions (PCPL) is coming with main board IPO
ISSUE OPENS - 7th Sept to 9th Sept
💰 IPO Details
🔹 Issue Size: ₹351.03 Cr
🔹 Fresh Issue: ₹315.60 Cr – 2.55 Cr Shares
🔹 OFS: ₹35.43 Cr – 28.57 Lakh Shares
🔹 Price Band: ₹118 – ₹124 per Share
🔹 Face Value: ₹10
🔹 Lot Size: 120 Shares
🔹 Minimum Retail Investment: ₹14,880
🔸Good Book 👍 Goldman Sachs is standout
▪︎ Goldman Sachs gets ~30% of the entire Anchor Book
▪︎ ~₹25 Cr allocation to Goldman
▪︎ ₹84.25 Cr Anchor Book
▪︎ ₹351 Cr Mainboard IPO
🔸Mukul Agarwal entity in anchor book
🔸PCPL is a leading Mumbai redevelopment-focused player. Goldman taking such a large share is notable for an IPO of this size.
🔸 Company is a leading pure-play Mumbai redevelopment player with Projects going on in major Mumbai premium market .
🔸 strong interest likely in subscriptions
🔸Project Pipeline and Execution & Scaling Redevelopment Projects: As of March 31, 2026, PCPL’s portfolio comprises 65 redevelopment projects across the Municipal Corporation of Greater Mumbai (MCGM) region. This includes 28 completed projects, 20 under-construction projects, and 17 upcoming projects, combining for a total developable area of 5.01 million square feet.
🔸Geographic Expansion and Brand Recall & Broadening Market Reach: PCPL has historically generated over 99% of its revenue from Mumbai’s Western Suburbs, a core pillar of its future growth includes expanding into alternative, highly lucrative sub-markets within the wider MCGM and MMR jurisdictions.
🔸Revenue from Operations:
Grew from ₹447.48 crore in FY24 to ₹761.60 crore in FY26.
Profit After Tax (PAT): Increased from ₹39.62 crore in FY24 to ₹71.32 crore in FY26.
Operating Margins: Expanded from 13% to 17% over the past three fiscal years, driven by improved execution and pre-sale performance.
