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Piramal Enterprises Stock Ideas06/05/2014

Piramal Enterprises FY2014 – The Genius Partly Revealed

While the Media has been focusing merely on Piramal’s cash pile, and have rather been supremely obsessive about it, Ajay Piramal has had most of his investments show green shoots already. From approval of 2 drugs by the USFDA and the EU and IndiaREIT growing to manage over 7,500cr the media has missed a lot…

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Piramal Enterprises Stock Ideas29/01/201429/01/2014

Piramal Enterprises – Awaiting a PE re-rating

Instead of a little footnote at the bottom of my post saying that i’m an interested party, I’d like to begin by saying that i’m totally interested in Piramal Enterprises and an ardent admirer of Ajay.G.Piramal. I bought into the company at Rs 360 when a back of the envelope calculation reveiled cash per share…

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