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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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 Posted: 07/Jun/2008 at 7:49pm |
Divi’s Laboratories has earned a PAT of Rs.348 crores on a consolidated basis for the year 2007-08, a growth of 87% over the previous year. Total income grew by 43% to Rs.1047 crores. During the last year, the company earned a PAT of Rs.186 crores and a total income of Rs.738 crores. During the year, Divi spent an amount of Rs.176 crores on capital expenditure for augmenting capacities at its Units. The Board of Directors of the company has recommended a dividend of 200% on the equity shares, subject to approval of the members.
Nutraceuticals Manufacturing facility has been commissioned and commenced commercial operations effective 1st June, 2008. This facility with the state-of-the art beadlet technology is the first of its kind to be set up in India. Several application products have been developed fully and some of these are being marketed commercially through its subsidiaries in USA and Europe as well as directly.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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experteye
Senior Member
Joined: 20/Mar/2008
Location: India
Online Status: Offline
Posts: 496
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 Posted: 11/Jun/2008 at 12:59pm |
There is new found and newly listed ANU'S LAB seems a great multibagger stock to be in.I do request Mr.Devesh to look into it and make studies behind this hidden future gem of next Divi's Lab in making.
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more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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kumardiwesh
Senior Member
Joined: 26/May/2008
Location: India
Online Status: Offline
Posts: 721
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 Posted: 11/Jun/2008 at 1:07pm |
Life science sector will come to LIFE after Reliance life science
IPO (In year 2008 dec or early 2009).This sector has huge potential along with Bio-tech sector. We just have to wait a year or two
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"History does not tell you the probability of future financial things happening" - Warren Buffett
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experteye
Senior Member
Joined: 20/Mar/2008
Location: India
Online Status: Offline
Posts: 496
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 Posted: 11/Jun/2008 at 4:52pm |
Anu's Lab is engaged in the manufacturing of basic, advanced intermediates and fine chemicals and supplying them to various drug manufacturers.
K Haribabu, MD of Anu's Laboratories said, the company was focused more on the manufacturing side in the CRAM space. He said going forward the company hoped to maintain margins, which he said were healthy right now.
He said the company was looking at growth opportunities available to the industry in the supply of intermediates, as well as by way of contract manufacturing operations. He added that the company was planning to invest in a Greenfield project in the Pharma City being developed by Ramky at Visakhapatnam where we will be able to take up this contract manufacturing activities and conversion of our own intermediates into APIs.
Excerpts from CNBC-TV18’s exclusive interview with Hari Babu: Q: First you can just outline the various businesses you are into and the purpose behind raising these funds? A: We are manufacturers of basic and advanced intermediates of APIs. We have a range of products, about half of that we manufacture on regular basis and other on campaign basis. We command a dominant position in each of the products that we manufacture on regular basis, we command a. We are also engaged in manufacturing some intermediates for some of our customers on an exclusive basis. We also develop some new chemical entities for some of our customers.
Looking forward at the growth opportunities that are available to the industry, in the supply of intermediates as well as by way of contract manufacturing operations. We are planning to invest in a Greenfield project in the Pharma City being developed by Ramky at Visakhapatnam where we will be able to take up this contract manufacturing activities and conversion of our own intermediates into APIs for some of our customers. Q: Your CRAMs pilot plant has been priced at about Rs 8.34 crore. What is your arrangement with Teva and what kind of business are you expecting from CRAMs? A: It’s not just Teva. For Teva, we are doing a couple of compounds right now. We are looking at the opportunities basically and not at specific contracts at this point. It is because we can speak to the customers more specifically when the facilities are ready and when we are in a position to have them certified by the regulatory agencies. Q: In the CRAM space, will you focus more on the research side going forward or are you focusing on manufacturing? A: We will be focusing more on manufacturing, which is our forte. Q: So you expect no significant uptick in your margins? A: We hope to maintain. We have healthy margins right now.
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more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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experteye
Senior Member
Joined: 20/Mar/2008
Location: India
Online Status: Offline
Posts: 496
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 Posted: 11/Jun/2008 at 4:54pm |
SOME MORE INSIGHTS:
Anu’s lab has an over 60 per cent domestic market share of Dichloro Fluoro Acetophenone (DCFA), a key intermediate used in the manufacture of Ciprofloxacin. It is also one of the largest manufacturers globally of DCFA.
The company's clientele includes Dr Reddy's Laboratories, Matrix Laboratories, Aurobindo Pharma, Neuland Laboratories and Divi's Laboratories.
The company's state-of-the-art R&D facilities, located at Balanagar, Hyderabad, support the process of product development, contract research and customised synthesis programmes of the organisation.
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more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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shivkumar
Senior Member
Joined: 02/Oct/2007
Location: India
Online Status: Offline
Posts: 2037
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 Posted: 11/Jun/2008 at 5:04pm |
Well, Anu's has just been listed. Investors should look at established players like Venus Remedies which has been growing at 50 per cent CAGR for the past several years. What is more Venus is available at a little more than 7 times TTM earnings.
Edited by shivkumar - 11/Jun/2008 at 5:06pm
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experteye
Senior Member
Joined: 20/Mar/2008
Location: India
Online Status: Offline
Posts: 496
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 Posted: 11/Jun/2008 at 5:37pm |
That is true , sir. But since, it's listing I have seen people grabing Anu's lab like anything.My sense is that it is going to be great one.The reason CRAMS & it's future profitibility.It is similar to Divi's lab.
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more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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experteye
Senior Member
Joined: 20/Mar/2008
Location: India
Online Status: Offline
Posts: 496
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 Posted: 11/Jun/2008 at 10:27am |
No discussion for Anu's Lab the newly listed.It seems no one is interested in Anu's discussion, may be people watching whether it would be or not.In fact investors discusses only if MRP crosses 500+ in pharma sector.But, I am of the opinion that this stock is in line of Divi's and it may grow bigger.
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more risk,more profit but have a vision before taking risk,itis all about investment in equities market.
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