Jubilant posted it’s Q3 results today and I got couple of questions. Would be really grateful if anyone from the forum with knowledge can throw some light about the same:
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Their Radiopharmaceuticals business is very high margin business (>50% EBITDA margins) but they are unable to scale it. Is it on account of market factors / size or Company specific inability?
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Radiopharmacies business (highest contributor to revenue) turned from loss making segment to profitable segment (although margins are pretty thin at around 1-2%). Can there be an impact of deleveraging in this segment, which can boost the profitability of the Company, making it a turnaround candidate?
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Reasons for continuous losses in their generics business. Is there any light at the end of the tunnel?
@phreakv6 and @ranvir I have learnt a lot about pharma companies reading your threads. Request you to share your opinion on Jubilant in case you track the company.
Disclosure: Holding small quantity, looking to increase
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