What’s wrong with this company? I mean, despite such good financials, why there is so little institutional or expert interest in RPG Lifesciences? Is it just because of absence of USFDA or focus on acute therapies or I am missing something else?
(Disc: Tracking, no positions)
Well. Maybe some patience is required. That way, the stock has given kind of 30% returns in one year, which is not at all bad.
I have been invested in it since July 22 around 600. And with averaging up, my cost is now around 850. It forms around 10% of my stock portfolio. So I may not add it any more.
I came to know about this stock from Sujal Kapoor & Aditya Khemka. So it’s kind of borrowed conviction, but has played well for me till now. I guess, it’s one of the top 5 holdings in InCred Health managed by Aditya Khemka.
It’s a Branded Generic business and relatively cheap compared to other branded generics like FDC / Jagsonpal.
Hopefully, institutions will notice it once it crosses rs.100 cr of PAT ( A rough criterion suggested by Samit Vartak a few years back. But may not apply to every business)
Hope you find this useful
dr.vikas
Hi, Thanks for pointing out that it is one of the top holdings in Aditya Khemka’s fund. That was precisely my point actually – despite good financials and stock performance, why the expert interest is so low. FII / DII holding is just 2 %, there is hardly any media chatter, even here on VP the thread has just 40 odd posts. So I am looking for anti-thesis pointers, actually.
In this below tweet , RPG was also discussed in the last management part.
Overall a great video to listen.
https://x.com/unseenvalue/status/1737878545370673474?s=20
Hope it adds value to this forum.
dr.vikas
Great set of numbers by RPG.
Hope it helps.
