that too by taking revenue and profitability, as is being guided by mgmt. for FY25. Besides, there will be capex of Rs 150-200 crores, for which they will be raising long term debt, @ around similar cost and addl depreciation cost. In all likelihood, the earnings will degrow from FY24…
Posts tagged Value Pickr
Orchid Pharma Ltd (28-06-2024)
Orchid pharma partnered with Cipla to launch Cefepime-Enmetazobactum in India.
This is probably one of the best thing done by Orchid in marketing new drug.
Definitely there will more interest for novel drug + known company(Cipla) than novel drug+ not a known company( Orchid), not purely based on scientific reasons though. Many professional would not have heard orchid pharma name , where as Cipla is established company with good presence, brands and already supplying many antimicrobials like Tazact(pipercillin tazobactum),Merocrit( meropenem) , Vanlid( vancomycin), Tiganex( tigecycline) etc…which are used in hospitals/critical care.
Even though Orchid has mentioned that they will be launching their own hospital division in few quarters that would have delayed the ramp up in sales and reach across the country.
Orchid Pharma Ltd (28-06-2024)
Orchid pharma partnered with Cipla to launch Cefepime-Enmetazobactum in India.
This is probably one of the best thing done by Orchid in marketing new drug.
Definitely there will more interest for novel drug + known company(Cipla) than novel drug+ not a known company( Orchid), not purely based on scientific reasons though. Many professional would not have heard orchid pharma name , where as Cipla is established company with good presence, brands and already supplying many antimicrobials like Tazact(pipercillin tazobactum),Merocrit( meropenem) , Vanlid( vancomycin), Tiganex( tigecycline) etc…which are used in hospitals/critical care.
Even though Orchid has mentioned that they will be launching their own hospital division in few quarters that would have delayed the ramp up in sales and reach across the country.
Ranvir’s Portfolio (28-06-2024)
I ll post the details later ( due paucity of time ). However, in this otherwise richly valued Mkt some ideas that one may look at include -
Popular Vehicles and Services ( a largely stable business operating dealerships for sales and service of Maruti Suzuki - PV/CVs, Ather EVs, Piaggio EVs, JLR, Bharat Benz and Tata Motors CVs)
Branded Pharma names like - Alkem, Ajanta
Insecticides India ( Company likely to see an earnings upturn after bad FY 23 + 24 )
SEAMEC Ltd - likely to see an uptick in order flow and utilisation levels wef FY 25
Yatharth Hospitals - trading at not so expensive valuations vs peers
Advanced Enzymes - guiding for a margin expansion going into FY 25, 26. Their margins are already quite healthy
Windlas Bio, Innova Captab - may see a lot of contract manufacturing business coming their way
One can have a look at these
Disc: these r just my views, I am biased, Not SEBI registered
Ranvir’s Portfolio (28-06-2024)
I ll post the details later ( due paucity of time ). However, in this otherwise richly valued Mkt some ideas that one may look at include -
Popular Vehicles and Services ( a largely stable business operating dealerships for sales and service of Maruti Suzuki - PV/CVs, Ather EVs, Piaggio EVs, JLR, Bharat Benz and Tata Motors CVs)
Branded Pharma names like - Alkem, Ajanta
Insecticides India ( Company likely to see an earnings upturn after bad FY 23 + 24 )
SEAMEC Ltd - likely to see an uptick in order flow and utilisation levels wef FY 25
Yatharth Hospitals - trading at not so expensive valuations vs peers
Advanced Enzymes - guiding for a margin expansion going into FY 25, 26. Their margins are already quite healthy
Windlas Bio, Innova Captab - may see a lot of contract manufacturing business coming their way
One can have a look at these
Disc: these r just my views, I am biased, Not SEBI registered
Sanghvi Movers (28-06-2024)
That is 400cr operating profit approx as compared to 381cr in fy24.