In our view, the generic companies are unlikely to have any impact. Moreover, Sun Pharma with its specialty business (15-18% of sales) in the US may see some impact of MFN price ceiling for a few of its products like Ilumya, Winlevi, Odomzo, Cequa, which are marketed in other developed markets, whereas Sun’s other products like Levulan, Absorica, Bromsite, Xelpros, Yonsa, Sezaby, Sprinkle portfolio, and the recently-approved Leqselvi (Deuruxolitinib) are marketed only in the US.
Each of these companies has been chosen for their strong growth potential and sustainability over a 3–5-year horizon. Our selection process emphasises not only growth sustainability but also the importance of current valuations, ensuring that investors can benefit from earnings compounding, translating into stock compounding
We interacted with the Stylam Industries (Stylam) promoter. Management is targeting to double its revenue in the next 4 years. It is confident domestic sales will pick up in next 2-3 quarters. It has major plans to ramp up sales in the US market, which will accelerate the company’s growth rates. Management’s focus is to sell higher value-added products, which will improve the company’s margin profile. As per management assessment, in the next few months, the government might levy anti-dumping duty on low-cost and low-quality acrylic dumping by Chinese/Korean entities.
We continue to maintain Radico as a high-conviction BUY with a target price of INR 2,600 (52x FY27 EPS). We expect the company to deliver revenue/EBITDA/PAT CAGRs of 15%/26%/34%, respectively, over FY24-27, driven by the following factors
Leading experts have issued the chilling prophecy that the uncertainty caused by the impending elections in the USA will cause the markets to crash. We have to keep red alert and be prepared to bail out at the first sign of trouble
Saurabh Mukherjea has, for the first time, revealed the names of some of the multibaggers in his famous portfolio of ‘Little Champs’. The stocks are said to be sector leading franchises with a stellar track record of capital allocation, clean accounts & corporate governance and at the same time high growth potential
Saurabh Mukherjea has announced that he has bought a stock with high ROCs, high cash generation and top quality corporate governance. He has described the stock as “too deliciously cheap to be ignored”
Stock Wizard Manish Chokhani has opined that the valuations at which some stocks are quoting is a “travesty”. He has advised that we take advantage of the anomaly and grab these stocks ASAP
While investors are cheering the widespread adoption of zero-brokerage, Nithin Kamath, the pioneer of the model in India, has sent the chilling warning that it will spell doom for the entire sector and lead to disaster for all concerned
Zerodha’s Nithin Kamath has stormed the Hurun’s Rich List, the ultimate bastion of Billionaires, and made all of us in Dalal Street proud. He has amassed a mind-boggling net worth of Rs. 6,600 Crore. However, Zerodha’s competitors are wilting under pressure and are preparing to wind up operations
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