I found it surprising to not to find a thread on this company. It has already been a 10 burger in last two years.So with whatever little information I could gather I am starting a thread.
Krebs Biochemicals & Industries is a 155 Cr company established in 1991, KBIL is headquartered in Hyderabad, India with two manufacturing plants in Nellore and Vizag, India.
Highlights are:
– Undertakes both contract manufacturing for large pharmaceutical and multinational companies as well as product development by KBIL for sale in global markets
– Employs over 600 employees across 3 locations
– Certifications include: USFDA, ISO 9001, Indian GMP Approved, EDQM and EUGMP Approved
– Ipca Laboratories took 18.92% stake in Krebs Biochemicals in Feb 2015
– Primary products in market are pain killers, anti-asthmatic(Ephedrine), anti-HIV drugs and Anti Cholesterols(Simvastatin, Lovastatin)
– Products in pipeline:
– Adenine – Anti Cholesterols
– Atorvastatin – Anti Cholesterols
– Phenylephrine – Anti asthmatic
– Orlistat – Anti obesity
Some open questions which I could not gather much data points.
- Which are the markets KBRL sells?
- What is the split of revenue among its products?
- How is the prospect/demand of anti-asthmatic and anti-HIV drugs in coming years(assuming these are main sources of revenue)
- Who are its competitor in these products ?
- EPS and ROE are negative, so what makes investors to be so bullish on it ?
Disclosure: Not invested yet
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