Natco management is too conservative…my guess is this yr they should do atleast 1150-1250 crore netprofit but they are being conservative by saying 1000 crore plus.
I see tremendous growth in this stock in next 2yrs, revlimid estimated sales for current yr should be in excess of 1800 cr & fy25 will be in excess of 2400 cr plus many products under pipeline.
Only cause of concern was why management was reluctant to give guidance for this dec qtr, last dec was 62 cr np and this dec mr rajeev was not sure of even 25% growth on this… so really need to watch the current qtr results
During march20 natco was available at 18pe and currently on ttm basis its available at 13pe, whereas avg pe for last 5 yrs is 26 times
Disc : Revlimid sales are just a guess estimates as management not disclosing the numbers.
Disc invested
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