Hi Ankit,
Yes, thanks for the awesome compilation. Its the most comprehensive work I have come across. I saw the file only few days back. To me Alembic pipeline looks to be the strongest among companies of this size, maybe better than many bigger companies too. I have made a mind map of Alembic pharma. Will upload it once I am done.
The valuations on trailing basis (46x) appear high compared to the fair PE band of 25-30 assigned to Alembic in the VP public PF thread earlier. Assuming a 30% growth for 1 yr, it comes to 35 times 1 year forward PE. This is definitely pricey but there is a good visibility for next 3 years.
Does anyone have an idea about the bioequivalence activities of Alembic? As per my understanding, one success here can be a blockbuster.
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