Prakash Diwan discusses with Sonia Shenoy, Latha Venkatesh, and Anuj Singhal his analysis on the fundamental side of the market as well as specific stocks and sectors.
Speaking about the pharmaceutical space, Diwan said, “What I liked about Laurus Labs is that the capacities that they built up. This was one of the reason the return ratios are always under little bit of pressure and started paying off."
"Laurus Labs is moving from an active pharmaceutical ingredient (API) player to a pure formulation or a solid formulation play. Their focus is quite a lot on oncology which is a high margin area. I think the company is definitely a stock to watch," he added.
He also spoke at length on KEC International, Dr Lal Pathlabs, Bombay Dyeing, Britannia, and Titan.Disclaimer:
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