PHARMA STOCKS

Any views on Shilpa Medicare, Cadila and Granules.

 

All three are very good stocks with good business model/ low debt, high ROE, good management, Shilpa is expecting FDA approval of US (it has got from Japan). Stock will shoot up when FDA approval comes

Granules is going for formulation business from B2B and margins will shoot up. Stock is growing 25% CAGR.

better to have basket of three or four stocks in Pharma in portfolio to avoid risk of FDA.

 

Check the fundamentals

 

Bought Lupin in recent BIG correction, Granules India for 1 year holding, watching Ajanta Pharma for a correction to add.