Posts

Showing posts from July, 2025

LT impact of Aurobindo Pharma’s acquisition of Lannett

 With inputs from TOI news on 1 Aug 2025. Page 4  Aurobindo Pharma’s acquisition of Lannett Company for $250 million (approximately ₹2,185 crore) is a strategic move that could significantly benefit the company and its stock performance in India over the next 5-10 years. Below is an analysis of the potential benefits, based on the information provided and broader market context, with a focus on long-term implications for Aurobindo’s operations and stock value. ### Benefits for Aurobindo Pharma 1. **Expanded U.S. Manufacturing Footprint**:    - The acquisition provides Aurobindo with a 425,000 sq. ft. cGMP-compliant manufacturing facility in Seymour, Indiana, capable of producing 3.6 billion tablets annually. This facility supports multiple dosage forms (tablets, capsules, liquids, powders), enhancing Aurobindo’s production capabilities in the U.S.[](https://www.samco.in/knowledge-center/articles/aurobindo-pharma-share-price-in-focus-as-company-acquires-lannett-for-25...

SEBI policy on public stock analysis

 A trader posted analysis on a leading analysis platform and shared his communication: I contacted <confidential>  admin: Hello Sir, I hope you're doing well. I wanted to bring something important to your attention regarding SEBI's updated norms. A few days ago, one of my friends—who is a SEBI-registered Research Analyst—personally warned me that even educational analysis using live market data may now fall under SEBI’s regulatory radar. I didn’t take it too seriously at the time. However, today, after I posted an analysis on <confidential stock>, I was again approached by another close friend who is a SEBI-registered sub-broker. He also strongly advised me not to continue sharing such analysis, since I'm not SEBI-registered. Both of them mentioned that SEBI is actively monitoring online platforms like <confidential> and that sharing detailed market analysis—even for educational purposes—could lead to penalties or even a trading/market ban. Now I’m genui...

Benjamin Graham Number for valuation

The Graham Number (Finance): This is a valuation metric derived from the principles of Benjamin Graham , often called the "father of value investing" and mentor to Warren Buffett. This "Graham Number" (also sometimes called the Benjamin Graham Number) is a tool used by investors to determine the maximum price a defensive investor should pay for a stock to consider it undervalued. The Financial "Graham Number" Formula: The formula for the financial Graham Number is: Graham Number = sq rt [1/( 22.5 × Earnings Per Share (EPS) × Book Value Per Share (BVPS))] Here's a breakdown of the components: Earnings Per Share (EPS): This represents a company's net profit divided by the number of outstanding shares. Graham suggested using an average of the past three years' EPS to smooth out fluctuations. Book Value Per Share (BVPS): This is the total shareholders' equity divided by the number of outstanding shares. It represents the liquidation value o...