I came across this interesting article on Piramal Healthcare written by Sanjay Bakshi for Outlook Profit.... worth a read...

I also came across a recent report on Piramal Healthcare, which seems to be echoing views on similar lines as those expressed by Sanjay...

Earlier today, PPFAS has released a report on Piramal subsequent to its results... which is also attached...

What's common among Sanjay Bakshi, Ajit Dayal and Parag Parikh one may ask... all of them are ardent followers of Warren Buffet's value principles... not surprisingly enough, their views are an epitome of his investment philosophy... as the saying goes.. birds of a feather flock together...

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