Hi folks, new to investing and recently started to analyze pharma sector and this company, what I have learned is: this company has built a strong position in the value chain. It is expanding geographically into new market areas outside India. The Revlimid patent is expiring in the coming months (i guess its 20 months or so) but they have some ideas that they are working on. Kothur plant has recieved a warning letter but they say the risk can be mitigated through other plants.
Looks like this company is still undervalued compared to peers as of today. Company has guided 20%+ profit growth YoY for FY25
Rajeev Nannapaneni: This year, we did about Rs. 1,388 crores profit. I think going forward next year, we at least see if all goes well and there are not too many surprises, we should do greater than 20% growth for the year.
Why this company is still given low P/E compared to peers? What am i missing? Or are there any other metrics to look at beside P/E?
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