Hi Mudit,
I have not studied any of the 3 companies in any detail to offer any meaningful suggestion. I can give high level view if that helps
- Divis - Going through a temporary adjustment to lower CRAMs revenue due to Molnupiravir loss. They will not be able to make up those numbers and margins from Generic API business. So the business may show growth once they get a replacement to Molnupiravir which I believe contributed more than 1000+ cr over last 12-15 months.
- Abbott - Many believe it is like a consumer company. Well, it is valued like a consumer company, grows like a consumer company and will give returns like a consumer company with a little more variability
- Laurus - Interesting foray into CRAM, Fermentation etc. Also they have done commendable job in getting established in Generic ARV API business. So interesting company. I will watch this out especially for growth in CRAMs Segment
Thanks
Nikhil
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