Anuh Pharma came up with another good set of results, with sales growing by 24% and EPS doubling. They are now guiding for 16% CAGR in their sales for next 5-years. I am sharing notes from their recent presentation.

FY24Q3

• Planning to invest 20 Cr in existing site in FY25 for capacity enhancing by 70 KL

• Focusing on deeper penetration in European markets

• Added CEP for Ambroxol HCL (expected CEP for Allopurinol and Sulfadoxine)

• Got Approval of Isoniazid from WHO PQ (TB product)

• New product launches: Vildagliptin, Acebrophylline, Amodiquine, Moxifloxacin and Allopurinol. Expected to contribute 50 cr. in FY25

• R&D pipeline: 6 new products in next 9 months

• Guidance: 16% CAGR for next 5 years

• Investing in solar power

• Product mix: most growth was driven by acute portfolio

  

• Africa has seen a huge drop in 9MFY24

Disclosure: Invested (position size here, no transactions in last-30 days)

Very nice.
Though i am invested in just one of the names(no.8) mentioned above, though with a different approach.
Love your approach and efforts you are putting into sharing them.

One intresting thing that I found was that there frog data services that is recently launched is not a normal sales expenditure that we do on advertisement and all but it is kind of an investment for the car dealership owner because it helps him increase his revenue in organic way. They spend 60,000$ pm on advertisement and all all but this service just cost them 3,500$ pm and once they see the benefit of it then it will be easy to replicate it.

Is there any KPI that you all see through which we can track the numbers apart from US second hand car sales and expenditure on it.

You can watch you tube video of sahil bhadviya

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