Core Insights - Ace investor Mukul Mahavir Agrawal reshuffled his Rs 6,500-crore equity portfolio during the December quarter, reflecting a mix of fresh bets and tactical adjustments following sharp stock-specific corrections and a selloff in smallcap stocks in 2025 [18] Company Summaries - **Hindustan Construction**: Agrawal acquired a 1.68% stake, amounting to 4.40 crore shares, after the stock experienced a correction of over 30% in the past year [1] - **Alcargo Logistics**: Agrawal purchased a 2.9% stake in the company, which has seen a decline of about 80% over the last year. Alcargo specializes in integrated logistics services [2] - **Sudeep Pharma**: A 1.3% stake was acquired by Agrawal, with the stock down nearly 30% in the last year. Sudeep is a manufacturer of mineral-based pharmaceutical excipients and specialty ingredients [3] - **Vasa Denticity**: Agrawal increased his stake by 0.4%, bringing his total holding to 2.4%. The company is a leading B2B e-commerce platform for dental products [4] - **Vikran Engineering**: Agrawal increased his stake by 0.2%. The stock is down 10% from its issue price of Rs 97 since its market debut in September last year [7] - **N R Agrawal**: A marginal stake increase of 0.1% was made, with the stock down nearly 20% from its 52-week high of Rs 514 [8] - **Monolithisch**: Agrawal reduced his stake by 0.2% to 2.76%, with the stock down 20.5% from its 52-week high of Rs 607 [9] - **Pearl Global**: The investor offloaded 0.2% in the company, which has fallen nearly 15% in January alone [10] - **InfoBeans Technologies**: Agrawal reduced his stake by 0.2% to 3.9%, with the stock up 97% in the last year [11] - **Autoriders**: A stake reduction of 0.7% occurred, with the stock rising over 1,100% in the last year [12] - **Zota Healthcare**: Agrawal reduced his stake by 0.8%, with the stock up nearly 40% in the last year [13] - **ASM Technologies**: A stake reduction of 0.4% was noted, with the stock having doubled in the last year, rising about 115% [14] - **Stanley Lifestyles**: Agrawal appears to have exited the stock, which is down nearly 50% in the last year [15]

Company Overview - Teva Pharmaceutical Industries Ltd. is a leading innovative biopharmaceutical company with a strong generics business, committed to addressing patients' needs for over 120 years [2] Upcoming Events - Richard Francis, Teva's President and CEO, will present at two investor conferences in September 2025: Morgan Stanley 23rd Annual Global Healthcare Conference on September 9 at 8:30 A.M. ET and BofA Global Healthcare Conference 2025 in London on September 24 at 9:00 A.M. British Summer Time [1][4] Webcast Information - A live webcast of the presentations will be available on Teva's Investor Relations website, with an archived version accessible within 24 hours after the live discussion [1]

Core Viewpoint - Teva Pharmaceutical Industries Ltd. has published its 2024 Healthy Future Report, highlighting its achievements in sustainability and access to medicines, which are integral to its long-term growth strategy [1][5]. Healthy People - Teva launched two new access to medicines programs, bringing the total to nine, exceeding its target of eight by 2025. The company donated approximately 18 million doses of medicine valued at $23 million and provided 2.2 million doses at low cost, benefiting 187,000 patients. Additionally, five programs focused on strengthening health systems and capacity building, aiding around 56,000 individuals [2]. Healthy Planet - Teva achieved a 29% reduction in absolute scope 1 and 2 greenhouse gas emissions from 2019 levels, surpassing its 25% target by 2025 ahead of schedule. Furthermore, 73% of applicable Teva sites met safe discharge levels for antibiotics, reducing environmental pollution. A pilot program in Germany educated over 65,000 healthcare professionals, resulting in approximately 389,000 patient interactions regarding appropriate antibiotic use [3][8]. Healthy Business - Teva emphasized integrity in operations, with over 99% of employees retrained on compliance and ethics, meeting its annual target. Additionally, 41% of significant suppliers were evaluated for sustainability performance, and all high-risk third-party partners underwent evaluation through Teva's Third-Party Due Diligence tool, promoting responsible sourcing practices [4][8]. Recognition and Impact - Teva received improved sustainability scores from organizations such as Sustainalytics, MSCI, and EcoVadis, along with awards for its programs and progress. The company's generic medicines contributed to $39.7 billion in savings for healthcare systems across 22 countries [5][8].