Friday, January 28, 2011


Extrordinary performances by companies have always cheered investors, and investors hardly care to understand why and how, when things go in their favor. There is something that worries me as an investor in Lupin. If you have looked at the performance of its swiss subsidiary, it is more than what you would call "amazing and excellent". The company in its quarterly calls have shown considerable restraint in dealing with the details. The subsidiary is a non-integral trading subsidiary of Lupin. In the first year of inception, it has almost genrated 30% of the consolidated profits of Lupin.  I would not say, it is entirely impossible, but I  would appreciate more transparency, especially when companies grow in size and the amount of investor/public money that is at stake is considerable.

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