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Saket Reddy

@saketreddy

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Business. Management. Reinvestment. Vision without execution is just hallucination

Joined March 2014
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@saketreddy
Saket Reddy
3 minutes
All 8 videos must watch!.
@soicfinance
Intrinsic Compounding
44 minutes
8 YouTube videos covering some of the most exciting sectors for Investors!. 1) Complete Breakdown Of The Semiconductor Industry. 2) Green Energy & Power Sector In India. 3) Will Solar Industry Be The Next Sunrise Sector?.
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@saketreddy
Saket Reddy
46 minutes
SAILIFE. Strong momentum in CDMO business, with several development-stage projects expected to go commercial within 12–18 months & capex plans aligned for FY27. 30% more capacity set to be operational by mid-FY27. CRO to continue growth journey despite weak Biotech funding.
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@grok
Grok
6 days
What do you want to know?.
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@saketreddy
Saket Reddy
2 hours
RT @saketreddy: TRANSRAILL. FY26 revenue growth guidance of 22%-25% YoY & EBITDA margin guidance of 11.5%-12%. Expanding from 84,000 MT to….
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@saketreddy
Saket Reddy
2 hours
SIGNPOST. Secures 9-Year Exclusive Contract for Bengaluru Metro Advertising with Up to 700Cr Revenue Potential. Gets advertising rights across 67 .Namma Metro stations. This long-term partnership covers over 100000+ sq. ft. of premium media space.
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@saketreddy
Saket Reddy
3 hours
PPLPHARMA. Being evaluated for several blockbuster projects by Big Pharma,.which can propel growth to high teens to 20%+ for CDMO division. One of the only ADC plays.available among Indian CDMO players as it can provide fully integrated offering including MaB manufacturing.
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@saketreddy
Saket Reddy
5 hours
DIVISLAB has the best track record on high-volume APIs, will be top beneficiary of China+1. Longest track record of working with Big Pharma and delivering several high-volume products over the years. Has best GLP-1 pipeline in Indian CRDMO, can add ~USD250m sales by FY28.
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@saketreddy
Saket Reddy
6 hours
IREDA . Signs Performance MoU with MNRE. Under the MoU, the Government of India has set a Revenue from Operations target of 8,200 crores for FY26.
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@saketreddy
Saket Reddy
7 hours
KPITTECH. European OEMs are now gradually responding to the need for upgrade and feature-led software integration to stay competitive. Many are likely to pursue vendor consolidation, breeding an opportunity for KPIT to emerge as a natural partner by leveraging its deep-rooted.
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@saketreddy
Saket Reddy
8 hours
ERIS receives ANVISA approval at its Ahmedabad campus. This approval follows a successful inspection conducted by the agency in May 2025 and enables Eris to enter Brazil, the largest pharmaceutical market in South America.
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@arbor1
Arbor Realty Trust
1 hour
Renter preferences are evolving. Read more about why units less than 1,000 square feet were the majority of multifamily completions last year. $ABR.
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@saketreddy
Saket Reddy
9 hours
ORGANICREC. Organic Recycling Systems Announces path breaking Validation by SSS-NIBE of Proprietary catalyst “MethanoBoost Catalyst” (MBC) : potential to increase Methane Production by 30%, enhancing viability of CBG plants. The MBC is a proprietary catalyst designed to enhance
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@saketreddy
Saket Reddy
10 hours
GLAXO. GSK forays into Oncology in India with Jemperli and Zejula, Bringing Precision Therapies for Gynaecological Cancers. The molecules launched are supported by robust global clinical evidence and approvals from across 40+ countries including the US, UK and EU.
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@saketreddy
Saket Reddy
11 hours
TRANSRAILL. FY26 revenue growth guidance of 22%-25% YoY & EBITDA margin guidance of 11.5%-12%. Expanding from 84,000 MT to 1,96,000 MT by Q4FY26 in towers and from 24,000 km to 49,500 km by Q1FY27 in conductors. Management sees 1L Cr bidding opportunity in the next 12 months
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@saketreddy
Saket Reddy
12 hours
DIXON. Expanded market share from nearly 2% in FY23 to 19% in FY25 in smartphone EMS, expect this to move up further to 40% by FY27. Next leg of growth is expected to come via JVs as well as higher export volumes. Backward integration to add 100-170bps to overall margin in a.
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@saketreddy
Saket Reddy
1 day
RADICO. The luxury spirits segment saw ~60% growth in FY25 and is expected to sustain ~50% in FY26, driven by new launches and consumer premiumization. Semi-luxury & luxury expected to grow 30%-35% over 2-3 years, driven by enhanced portfolio and aggressive rollout. Premium &.
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@saketreddy
Saket Reddy
1 day
METROBRANDS. Reiterates long-term guidance of ~15–18% revenue growth CAGR, supported by a mid to high single digit SSG, 10-12% annual new-store expansion, and selective introduction of synergistic premium brands. Profitability focus remains unchanged, with EBITDA margins
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@saketreddy
Saket Reddy
1 day
ASTERDM. Quality Care merger will place Aster among the top 3 hospital chains in India. EBITDA margins to hit 23%-24% in 2-3 years after merger integration. Merged entity will expand by 3,200+ beds (taking the total bed count to .13,600+), of which 60+% will be brownfield
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@saketreddy
Saket Reddy
2 days
SAREGAMA TIPSMUSIC. Paid music subscriptions in the Indian industry grew from 5mn to 7.5mn in 2023 (+55% YoY). Further, paid subscriptions are expected to double to 15mn subscribers by 2026 and grow 4-5x to 35-40mn subscribers in five years. The industry anticipates significant.
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@talkspace
talkspace
5 months
If you’re hunting for good news here’s something: Talkspace therapy is covered by most insurance plans and the average copay is only $15 (but most covered members pay $0).
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@saketreddy
Saket Reddy
2 days
AWFIS. Structurally in a trajectory for margin expansion over the next 2-3 years. Expect a significant level of margin expansion in the long term, over the next couple of years, just by a change in the blended occupancy. A large number of seats are less than ~12 months old. So,.
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@saketreddy
Saket Reddy
3 days
FOSECOIND. Signs definitive agreement to acquire a 75% stake in Morganite Crucible India Limited, to strengthen its Foundry business in India. MCIL is the holding company for the Molten Metals Systems business in India, a provider of high tech crucibles, particularly for.
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@saketreddy
Saket Reddy
3 days
ASTRAL. Volumes improved sharply from July (+30% YoY), and management expects lower double-digit volume growth for FY26, with potential upside if ADD/BIS measures spur channel restocking. For the piping business, the EBITDA margin is guided at 16-18%. The adhesives business.
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