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Tankrich

Suven Life - Embedded Triggers Triggered

Jul 25, 2015
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Last year I wrote on Suven Life Sciences, also I did some secondary level maths to get a sense of returns an investor could get buying the business at then market cap (~2000 INR Crores or 400 Million USD) and exiting in 2024

See Snap shot below

Suven-1

The base case CAGR didn’t excite but reading management commentary compelled me to take a tracking position in m…

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