Two major factors to avoid NATCO thought valuation looks cheap..... 1. Revenue uncertainty from FY26-27 2. Business model is the fault.... continuous revenue growth is not there 3. They r neither of wockhardt(innovator)...nor Sun Pharma (branded business india & abroad)...nor divis(api business)...nor syngene(CDMO)
Excellent video, cannot skip anything, who ever is interested in the health care sector they should seriously watch this and take some notes ! Tons of thanks to Money purse team ❤❤
Actually Natco sells a medicine called Revlimid in US exclusively which they have till FY 26 I believe after which they may not be able to after and because of that you have to take out revlimid revenues and see valuations which is majority of their revenues
Thanks alot Sai anna and entire MP team for the interview video with Aditya Khemka sir. It really added great thought process and helps to understand pharma industry.
Thank you money purse team sharing this video. Total video English lo undi telugu lo explane chesaru sai garu last lo but కొంచం so dispont ayyanu koncham telugu sub titles anna veste inka బాగుంటుంది English peddaga rani vallaki kuda ardam aouthundi apudu
Hai sai anna... I'm from pendurthi.. I have small request..interview video play avuthunappudu a conversation telugulo kuda scroll avuthu vunte mana subscribers ki inka baga arddham avuthundhi ani na opinion... Tq u bro❤
Nice video Sai Krishna Garu. It’s a good opportunity to learn how to read the Pharma space. Mr. Aditya has excellent knowledge about Pharma sector. Hope investors will definitely grab some knowledge from this video. Once again thanks for your dedication to financially educate retail investors from Telugu community.❤
Thank you Sai garu for the effort you out in🙏🙏. Also, I hold Tejas network currently in 22% loss. Kindly suggest should I hold or sell it. Pks share your views on this?
Sai Garu thanks for making us know regarding Health Care and it's associated organisation, and fantastic presentation by Aditya Khemka Sir, he made me understand clearly, Great Sir, God Bless You All, Once again Sai Garu, Thanks
Sai Garu, Awestruck with the knowledge of Mr Aditya and the insights he shared.. Very good Video which helped me gain fair knowledge.. Thank you so much.
Hi sir 😊 My average stock price 180 , But current stock price 164 , I have 5 shares , My portfolio -80 rupees in this stock I want to sell and again buy in same day then brokerage 20-30 rupees so I reduce loss 50-60 rupees is it right or wrong
I am from pharma industry.....Very best analysis on natco....revlimed profit is more than 1000 cr out of 2000 annual PAT ..WHICH MIGHT COME DOWN TO 100 CR IN FY26-27....
In my portfolio loss as per the below : Kaynes technology - 17% down PG electroplast - 12% down Enviro infra - 18%down DAM capital - 34% down Kalyan jewellers - 11% Nelco - 25% down Mamata machinary -33% down Mic electronics - 10% down IRIS business - 12% down One mobikvic - 14% down KPI green energy - 38% down Zomato - 27% down Bits - 27% down Eraaya life sciences - 5% down
Anna, i have few questions in this video? 1. you said, "ayana portfolio chuste", how/where can we see it? 2. how to follow fund mangers like him? how/where do we come to know what funds they are managing?
Sai anna Kudos to your efforts to bring such excellent interviews by veterans of the industry. Presently which health care fund he is managing. So that I want to make SIP investment in that fund. Regards Srinivasa rao
Thanks a lot for the Interview, it’s really fantastic knowledge was shared ❤ But one doubt Sir, if Trumph put some tariffs on Pharma, will it not effect our companies?
To support our channel use the link below
FYERS 👉signup.fyers.in/?utm-source=AP-Leads&utm-medium=AP0963
Link anti sir
Sir voice of Aditya sir very poor and unclear. Very tough to follow
Without watching full video, i liked the video because you have that much belief and confidence in people on your content. ❤❤❤
So nice of you andi
Like cheyamani meeru cheppatam maneyandi sai garu
That’s the basic minimum thing we must do for you 🙏🫡
Bot gada nuvvu😂😂
Two major factors to avoid NATCO thought valuation looks cheap.....
1. Revenue uncertainty from FY26-27
2. Business model is the fault.... continuous revenue growth is not there
3. They r neither of wockhardt(innovator)...nor Sun Pharma (branded business india & abroad)...nor divis(api business)...nor syngene(CDMO)
I have benefited a lot after previous interviews with Aditya garu. Thanks for getting him again. I am an very old subscriber to the MP channel.
I am very proud to say, I am being one of the money purse family members. really TQ Sai anna & Money Purse Team.
Most welcome andi
Pharma device manufacturing companies are missed .Thanks for this amazing video. Thanks Sai garu.
Excellent video, cannot skip anything, who ever is interested in the health care sector they should seriously watch this and take some notes !
Tons of thanks to Money purse team ❤❤
i think Investors must watch this type of video. Thank you money purse team 🙂
Thank you Sai anna,natco and cmo analysis sarigga ardham kaledu.తెలుగులో ఈ వీడియో మొత్తం ట్రాన్స్లేట్ చేస్తే బాగుంటుంది అన్నా
Natco anedhi company name and cdmo ante Contract Development and Manufacturing Organization ani
Actually Natco sells a medicine called Revlimid in US exclusively which they have till FY 26 I believe after which they may not be able to after and because of that you have to take out revlimid revenues and see valuations which is majority of their revenues
Company names list please
Wonderful interaction...Sai Krishna wisely asked questions and listened kemka without interruption...Thank you Money purse team
Thanks alot Sai anna and entire MP team for the interview video with Aditya Khemka sir. It really added great thought process and helps to understand pharma industry.
2:34 ప్రజలందరికీ అసలైన తెలుగు వంట రుచి చూసినంత ఉంది సార్ ఈ వీడియో ధన్యవాదాలు సాయన్న మరియు మనీ పర్స్ టీం
So nice of you andi
Ugadi festival enka raledu brother
Me house taste vantale levaaa ??
Interesting and informative interview.Good explanation about Bio secure Act.Thank you Aditya Khemka Sir and Sai Garu.
Super anna for bringing this kind of special person to our channel for personal financial growth 🎉❤
cost is the secondnary but trust is the primary😍thanks team money purse
Thank you money purse team sharing this video. Total video English lo undi telugu lo explane chesaru sai garu last lo but కొంచం so dispont ayyanu koncham telugu sub titles anna veste inka బాగుంటుంది English peddaga rani vallaki kuda ardam aouthundi apudu
Last lo, key heightlights in telugu is giving complete clarity of the topic Anna.Thank you soooooo much....
మొత్తం తెలుగులో వివరిస్తే బావుండు గురువు గారు
Sai sir . i liked every video ...before starting to watch ... i am fully confidence on MP🎉❤🎉
Video was gold....Thank you Sai garu....Eye opener on Natco....
ధన్యవాదములు
Sai Garu mee fans first like cheataru mee videos
Super analysis on Pharma sector!🙌
Thank you so much sir, please keep telugu titles in the video,so that it will connect many telugu people.
Hai sai anna... I'm from pendurthi.. I have small request..interview video play avuthunappudu a conversation telugulo kuda scroll avuthu vunte mana subscribers ki inka baga arddham avuthundhi ani na opinion... Tq u bro❤
Telugu lo summarise cheyyadam marchiponanduku thanks anna
Too good of a video..waiting for many more fund manager videos
Chala efforts petti chestaru anni manchi sectors testaru sir
Tq so much for sincere efforts
Good content ever I have seen
Thank you money purse team for this video.we are expecting this kind of videos from our money purse.
Sai Anna, nuvvu super Anna. Janabha ki em kavali sari ayina time lo theeskosthunnavu Anna. Kudos to your work Annayya.
So nice of you andi
I want to practice to say NO from now onwards from nonsence things... Thank you brother...🤝
Very Helpful. Thank you
మాకు ఎలాంటి వీడియోస్ కావాలో మీకు తెలుసు అన్నయ్య 🙏🙏♥️♥️
Paniki vachhe comments api
Paniki achee comments chaiyani bro
@@kurubamahesh9818 : నీకు ఏమి కావాలి దొర 😅
Thank You Sai Garu for sharing valuable information
Sir mee nundi video eppudu vasthadha ani wait chese vallam obviously by default we like the video
Nice video Sai Krishna Garu. It’s a good opportunity to learn how to read the Pharma space. Mr. Aditya has excellent knowledge about Pharma sector. Hope investors will definitely grab some knowledge from this video.
Once again thanks for your dedication to financially educate retail investors from Telugu community.❤
Excellent Experience ❤❤❤
Thank you money purse team for doing wonderful job 🎉 ❤
sai garu, your channel doing yomen service for the people of india
Thank you Sai garu for the effort you out in🙏🙏. Also, I hold Tejas network currently in 22% loss. Kindly suggest should I hold or sell it. Pks share your views on this?
Sai Garu thanks for making us know regarding Health Care and it's associated organisation, and fantastic presentation by Aditya Khemka Sir, he made me understand clearly, Great Sir, God Bless You All,
Once again Sai Garu, Thanks
Max health
HCG
Medanta
Larus
Larus delivered good numbers
Yes good numbers but valuations is not cheap. Which is covered if
In our Money purse team as well
Thank you money purse
Thanks a lot for the valuable information,
Thanks for Wonderful session team. 🙏
Superb content
Excellent Video , especially the way Aditya has done his analysis on companies like Natco is formidable
This kind of expert view is great helpful
Sai garu and Team.. thank you so much for this wonderful video... requesting you to kindly do the video on Banking and allied sector pls..., 🙏🙏
Very good video. But, sai garu, in bits and pieces you covered all this knowledge already. Thank you 😊
Sai Garu, Awestruck with the knowledge of Mr Aditya and the insights he shared.. Very good Video which helped me gain fair knowledge.. Thank you so much.
I am very positive on
Defence
Power
Electronics
Pharma
IT
Waste Management
Data Centre
Thanks a ton 🙏🙏🙏
Helpfull video, CFBR.
That is money purse❤. They know when what should bring. Thank you Sai garu🙏
So nice of you andi
Good vedio.Thanks MP team.
Vedio open cheyyaf gane like chesthanu sir❤
Great efforts... Thank you Money purse we know getting this kind of valuable information is not easy for anyone.... that for Free...
🙏🙏🙏
Hi sir 😊
My average stock price 180 ,
But current stock price 164 ,
I have 5 shares ,
My portfolio -80 rupees in this stock
I want to sell and again buy in same day then brokerage 20-30 rupees so I reduce loss 50-60 rupees is it right or wrong
Superb video
Very good content...Deeply appreciate your efforts ❤
Excellent information on every topic touched. So the decision includes CF multiples along with other multiples.
Nice understand conversation sai garu. Simple ga artam ayyindi
Sai sir your team is doing wonderful job very proud from a Telugu channel you guys are doing 🎉🎉
I am from pharma industry.....Very best analysis on natco....revlimed profit is more than 1000 cr out of 2000 annual PAT ..WHICH MIGHT COME DOWN TO 100 CR IN FY26-27....
Back to the expert series thanks a lot sai garu after a long time. I'm following since 2020.❤
Financial companies are undervalued..I invited 30% of my portfolio.
Thanks for the video anna!! Very informative!!
Hi Sai Anna ❤
One of the Best UA-cam channel for knowledge enhancement…without any doubt….
Thank you money purse team🙏🏻…
So nice of you andi
We are missing these kind of videos 😅 thanks ❤
Great effort Sai Anna And MP Team…..inta fast ga expect cheyaledu….proud to be a MP team family…..
I invested in reddy labs,Unimech aero, igil, tech Mahindra, sgltl
THQ u For all MP team members
Most welcome andi
Hello team noticed u have removed top 10 themes for 2025 video.please restore it as i want to refer it for research.
Thanks for the most awaiting video on health care from the expert
Most welcome andi
please do a video on how to calculate valuation filters and ratios explained by aditya khemka
Very simple explanation at sane time very precise Aditya sir
Very good information and analysis
In my portfolio loss as per the below :
Kaynes technology - 17% down
PG electroplast - 12% down
Enviro infra - 18%down
DAM capital - 34% down
Kalyan jewellers - 11%
Nelco - 25% down
Mamata machinary -33% down
Mic electronics - 10% down
IRIS business - 12% down
One mobikvic - 14% down
KPI green energy - 38% down
Zomato - 27% down
Bits - 27% down
Eraaya life sciences - 5% down
expected...you seems Euphoria investor
I have different stocks but losses are almost -25%
After elections 21/2 years profit eroded. Now I am standing at -3% loss
Anna, i have few questions in this video?
1. you said, "ayana portfolio chuste", how/where can we see it?
2. how to follow fund mangers like him? how/where do we come to know what funds they are managing?
Very informative. Thanks Sai.
Saturday day with sai anna 🥳
Thanks for the video team!! ❤
Most welcome andi
Very insightful conversation, thank you
Great Video. Appreciate your help in building knowledge
Sai anna
Kudos to your efforts to bring such excellent interviews by veterans of the industry. Presently which health care fund he is managing. So that I want to make SIP investment in that fund.
Regards
Srinivasa rao
I have been holding Rainbow hospital from day one .
Thank you very much Money purse for bringing Aditya sir again
Wow right time nice video
One of my favourite Aditya Khemka
Bluejet health care గురించి చెప్పండి బ్రో
Thanks a lot for the Interview, it’s really fantastic knowledge was shared ❤
But one doubt Sir, if Trumph put some tariffs on Pharma, will it not effect our companies?
Great sir
Thank you money purse team and Sai garu for sharing valuable information and bringing great person to our channel
Thank you so much for quality content, highly appreciated ❤.
Thanks andi for bringing this discussion at right time. 🙏🏼
Most welcome andi
Thanks to the valuable information sir
Very good explanation congratulations to Sai garu for bringing such a experienced people
Thanks bro, good video
❤❤❤❤❤❤
Sai sir🙏🏻
Indswift, ipca, mahanagar gas, ghcil textiles, sai life scinces