CRAMS - The next big thing!
Printed From: The Equity Desk
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Forum Name: Sector talk
Forum Discription: Discussion on sectors with regard to specific matters. We will be discussing the various sectors of the economy and how they would perform. Basically a top down approach.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1002
Printed Date: 04/Apr/2025 at 8:46am
Topic: CRAMS - The next big thing!
Posted By: basant
Subject: CRAMS - The next big thing!
Date Posted: 18/Jun/2007 at 8:31am
CRAMS: Divis, DIshman Pharma, Nicholas.Vimta Labs.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Replies:
Posted By: vishal.sahay
Date Posted: 18/Jun/2007 at 10:02am
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Suven also falls into this catrgory. It has signed pacts with ELi Lily for drug development and the market sources the company is soon going to get a big milestone payment for the same. ------------- Vishal |
Posted By: basant
Date Posted: 18/Jun/2007 at 10:41am
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Yes, but like all emerging sectors the leader (Divis) seems to be the only performing stock from this sector. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: vishal.sahay
Date Posted: 18/Jun/2007 at 11:17am
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thats true but one supporting factor could be stated to be because of extraordinary results it has been giving for last few quarters. Also i think it has been the only oharma which has been able to commission its SEZ on time and have been able to get full benefits of same.
But having said all this sometime other stocks to tend to surprise on upside and may be suven could be another dark horse. Well it is still early days lets see how spans out in next few quarters. ------------- Vishal |
Posted By: basant
Date Posted: 18/Jun/2007 at 11:45am
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Frankly I have no idea on this sector except that the Crams opportunity could grow 10 times in 5 years. Why don't you start athread on Suven if you have studied that company. Also is Shasun in this space also? ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: vishal.sahay
Date Posted: 19/Jun/2007 at 2:07pm
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yes shasun also operates in this space only, this company is also buzzing on the same news of getting more contracts plus its recent acquisition of Rhodia based in UK has also started giving it some positive returns. ------------- Vishal |
Posted By: vishal.sahay
Date Posted: 19/Jun/2007 at 7:28pm
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According to market sources Suven Life sciences has the potential to trade around Rs 100 or so with a valuation of Rs 1000 crs plus. The expectations are that it should post easily a PAT of over Rs 35-40 crs this year and should trade around 30x. Add to this an imminent outlicensing deal for Alzheimer's NCE and milestone payments of USD 15-25 million, the stock should easily quote a valuation of over Rs 1000 crs. Moreover with greater FII interest in this stock reaching such valuation would not be any problem for this stock. ------------- Vishal |
Posted By: gemseeker
Date Posted: 19/Jun/2007 at 9:10pm
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Vishal ji, I knew about Suven capabilities when Suven collaborated with Eli Lily. . I have been holding it for quite a while. Please let me know which market source you are refering to?
Regards,
Gem
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Posted By: tyler_durden
Date Posted: 19/Jun/2007 at 9:26pm
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Vishal you mentioned that current PAT can be easily 35-40 crores, but their last quarter profit was 2.28 crores, last years PAT was around 8 crores. so 35-40 crores would mean 300% -400% growth and EPS would be 4 or 5 from the current value of approx 1. taking the PE of 30 (as suggested by you) price would cross 100 very easily..rather it should be 150-200, but the question is:
are you sure that PAT would rise to 35-40 crores?? ------------- If you aren't fired with enthusiasm, you will be fired with enthusiasm. |
Posted By: vishal.sahay
Date Posted: 19/Jun/2007 at 9:23am
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The numbers reported are taken from research report by a leading broking house. And that company was itself involved in taking 10.45% stake in this company recently through block deal. I hope by know u must have the got name of the broking house who published report ------------- Vishal |
Posted By: vishal.sahay
Date Posted: 19/Jun/2007 at 9:29am
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Tyder I think if the company gets its milestone payment that has been continously being moving around for quite sometime, then getting a PAT of 35 or 40 crores will not be problem.The only thing to watch out for time being is when will the Company will getting that amount. ------------- Vishal |
Posted By: kaushalchawla
Date Posted: 19/Jun/2007 at 10:02am
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I could not find the name of the broking house. Can u please mention it here or mail me on private mail. ------------- Warm Regards, Kaushal |
Posted By: vishal.sahay
Date Posted: 19/Jun/2007 at 10:45am
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Kotak Securities ------------- Vishal |
Posted By: tyler_durden
Date Posted: 20/Jun/2007 at 12:33pm
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so that increase in PAT would be one time phenomenon...will suven be able to sustain 35+ pat yoy in future? ------------- If you aren't fired with enthusiasm, you will be fired with enthusiasm. |
Posted By: pramodjain
Date Posted: 20/Jun/2007 at 1:00pm
| Dishman pharma has given more than 50% return in the last 6-8 month time. Hdfc equity fund of Prashant Jain Hold this stock since long time....this stock has a better number q on q |
Posted By: vishal.sahay
Date Posted: 20/Jun/2007 at 3:37pm
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The milestone payment represents that the company will be getting on achieving the drug development upto the benchmarks set by the contracting partner. Once the drug is developed the company will getting royalty and manufacturing payments whereever the contracting partners will be launching that molecule. However there be some parts of the part of the world where the compantracting partners will be selling the drug individually. Having said that gains will still continue to come even after the milestone payment. ------------- Vishal |
Posted By: mukesh
Date Posted: 20/Jun/2007 at 5:54pm
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On 18-Junon BSE Kotak PMS bought 30,00,000 shares(10.41% stake)in Suven at Rs41.75. Seems the company will rock in future ------------- Life gives answers in three ways-It says YES and gives waht u want. It says NO and gives u something better. It says WAIt and gives you the best |
Posted By: vishal.sahay
Date Posted: 20/Jun/2007 at 8:22pm
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This block deal by Kotak in Suven does not carry much of significance as it was mere change of hands from one entity to other.
But the bigger picture lies with in its business model and the space in which it operates. As I read in some report if I am not wrong of PwC that this space can continue to grow at 30% plus rate yoy till 2015 and India is direct beneficary of the same. I will try to confirm these numbers and will also post some more facts from that report as soon as I get the same.
Moreover this space will get a lot of attention on the coming months as more and more Pharma companies move to low cost and efficient markets like India with strong brand names like Dishman, Divis, Shasun,Granlues, Suven to name a few.I personally hold suven and divis in this space. ------------- Vishal |
Posted By: vishal.sahay
Date Posted: 20/Jun/2007 at 8:31pm
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Extracts from ICICI research report,quite old report data but information wise quite useful
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Suven Life Sciences, a pioneer in Contract Research and Manufacturing Steady growth in base businesses: Suven's main businesses are CRAMS, DDDSS Big break expected from out-licensing of lead molecule: The company's Robust clinical research order book: The company is sitting on an order book Valuations: We expect that the company would report an EPS of Rs 4.01 in ------------- Vishal |
Posted By: us121
Date Posted: 23/Jun/2007 at 4:40pm
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report by karvy on dishman
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http://www.myiris.com/shares/research/bin/showRep.php?redir=/shares/research/ksbl/DISPHACH_20070614.pdf&linkfrm=pdf&brokercode=Karvy%20Stock%20Broking%20Limited&code=DISHMAN%20PHAR - http://www.myiris.com/shares/research/bin/showRep.php?redir=/shares/research/ksbl/DISPHACH_20070614.pdf&linkfrm=pdf&brokercode=Karvy%20Stock%20Broking%20Limited&code=DISHMAN%20PHAR
------------- ABILITY will get u at d top. CHARACTER will retain u at d top |
Posted By: us121
Date Posted: 26/Jun/2007 at 9:52pm
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source: equitymaster
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Pharma: CRAMS gaining momentum... Domestic pharma companies following the CRAMS (custom manufacturing and contract research) model have in the last six months evinced much investor interest with the stock prices of these companies registering stronger gains as compared to the large caps such as Ranbaxy, Dr.Reddy's, Cipla, Sun Pharma and GSK Pharma. In this write-up, we shall take a look at what potential this model holds and the challenges going forward.
The positives... India has the advantage: The introduction of the product patent law in India has opened the doors for global pharma companies to establish either a manufacturing or research base in the country. At the same time, India has developed world class manufacturing skills, which can be gauged by the fact that currently, India has the highest number of plants approved by the US FDA outside the US (75 in FY07). Another point to be noted is the low cost advantage offered by the country. India has 6 times the number of trained chemists in the US at a tenth of the cost (Source: Nicholas Piramal). Indian labour costs are one seventh that of the US. At the same time, a majority of the Indian pharma companies are present across the value chain and are able to provide end-to-end capabilities right from custom chemical synthesis (CCS) to formulations. This gives them an edge over its US and European counterparts. Stability in revenues: Considering the fact that contract manufacturing agreements are long term in nature i.e. around 5 years or more, there is stability at the topline level as compared to companies competing directly in the generics market. Companies such as Nicholas Piramal have chosen to adopt a 'collaborative' approach as opposed to a 'confrontational' approach and hence, the focus on partnering with global innovators. The challenges... Flexibility issue: For patented products, a CMO can manufacture products only for the innovator of that particular product and not for any other company. This is in contrast to contracts with generic companies, where there is flexibility. Therefore, despite the growth potential in this industry, there is likely to be a shortage of clients - a risk, which custom manufacturing players partnering with global innovators will have to contend with. Type of product and product approval: Product approval is a critical issue, which will determine the revenue generating potential for contract manufacturing players in India. For players partnering with innovator companies, the type of product assumes significant importance. For instance, if the agreement is for a product, which has just been launched in the market, revenues generated in the initial years will be lower. This is because the product is yet to contribute significantly to the innovator's revenues. However, if the product is already established in the market, then the revenue potential is high. Looking ahead... ------------- ABILITY will get u at d top. CHARACTER will retain u at d top |
Posted By: vishal.sahay
Date Posted: 12/Jul/2007 at 11:09pm
------------- Vishal |
Posted By: vivek.650
Date Posted: 29/Aug/2007 at 11:32am
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Here is new entrant CELESTIAL LABS LTD. bse code 532871 @ 47/= as on 30.08.2007 in the field of biotechnology/bioinformatics & clincal research area. It is a Hyderabad based Pharma IT company and has one patent so far to it's kitty before 22 July 2007 IPO at Rs. 60/= It is in all likelyhood of future biggie .Honhaar veervan ke hott cheekane paat.I request MR. Basantji to look into this baby & biggie of future.To me it seems a early bird incentive and has a proven promoter & management which will be further proved Q-O-Q and time to come.Thanks. ------------- vivek |
Posted By: basant
Date Posted: 31/Aug/2007 at 4:19pm
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How about these pure research companies like SPARC and the proposed spin off from Nicholas.Remember ICICI ventures invested in the Dr. reddy research arm also Nicholas will hold only 18% in its research entity so that it does not have to consolidate accounts - that indicates these companies should be under some losses but over a period of 3-5 years they could become huge.
Any comments from people who follow this sector? ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: deepinsight
Date Posted: 31/Aug/2007 at 5:38pm
Very few companies seem to be able to convert research to economics - it seems a bit like mixing science, art, process disciipline and deal making.
Those who do have tended to be very successful - companies like Matrix, Glenmark, Divis Labs etc. but literally there are tons of companies that have failed to capitalize in this endeavour and the costs is almost always borne by the shareholders. ------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: basant
Date Posted: 31/Aug/2007 at 5:41pm
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So it doesn't make sense for anyone to put even 1% of his portfolio here. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: deepinsight
Date Posted: 31/Aug/2007 at 7:49pm
Basantjee: That's quite a final conclusion. I am basically saying that this aspect may have a very early stage venture kind of risk - where many fail and a few blockbusters may make up for all the failures.
Some of the companies like Glenmark, Matrix had previously a blended kind of profile where they made their bread and butter from more stable businesses - they kept investing in their own R&D and when it worked out they got the upside of that too.
Pure R&D divisions can work out but the risk reward ratio is high risk and high reward. As we often tend to go for low risk high reward scenario's that may not fit for all investors.
PS. CRAMS is actually low risk high reward model as you get paid for R&D work and manufacturing and if a breakthrough comes the company may be able to capture some of the upside as well (depending on the negotiated deal) ------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: kulman
Date Posted: 18/Sep/2007 at 1:49am
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One of the country’s leading contract manufacturing and research company http://www.dnaindia.com/report.asp?NewsID=1122123 - to supply chemical compounds used in manufacturing of medicines and agricultural products.
Though the company only said the deal was worth “multi million,” industry experts peg the figure about $300 million. “We have an added advantage. Most of the suppliers have Private Equity (PE) investments in their companies. Syngenta came to us as we do not have any PE funding thus the came to us due to confidentiality reasons,” said R Sankaraiah, executive director — finance, Jubilant Organosys.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: deveshkayal
Date Posted: 21/May/2008 at 10:37am
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I was going through Divis Labs site, their Investor presentations are not updated but the financials looks solid. For 9mFY08, EPS is up almost 200% at Rs.39.69. If anyone can send me a report on this company and the CRAMS space in general then I would love to study the businesses. ------------- "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 |
Posted By: experteye
Date Posted: 21/May/2008 at 11:17am
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Corn-based plastic heading for pharma packaging use? http://www.in-pharmatechnologist.com/news/ng.asp?id=76049-metabolix-archer-daniels-midland-biodegradable-packaging-mirel - http://www.in-pharmatechnologist.com/news/ng.asp?id=76049-metabolix-archer-daniels-midland-biodegradable-packaging-mirel ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 22/May/2008 at 2:51pm
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CRAMS INSIGHTS, please read here: http://www.knowgenix.com/release/CRAMSInsights_Jul07.pdf - http://www.knowgenix.com/release/CRAMSInsights_Jul07.pdf http://www.icis.com/Articles/2007/07/23/9046313/global-ambitions-for-indian-fine-chems.html - http://www.icis.com/Articles/2007/07/23/9046313/global-ambitions-for-indian-fine-chems.html Relationships between Innovators and Indian CRAMS firms
SOURCE: ENAM RESEARCH Recent Landmark Deals
SOURCE: ICIS Suven gets patents in China, SA http://www.biospectrumasia.com/content/210508IND6225.asp - http://www.biospectrumasia.com/content/210508IND6225.asp "We are very pleased by the issuance of these patents in these countries to Suven for our drug candidates that are being developed for CNS disorders which targets an $18 billion potential market opportunity globally" says Venkat Jasti, CEO of Suven. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: deveshkayal
Date Posted: 22/May/2008 at 8:46pm
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At a CMP of 1450 and market cap of 9500 crs, Divis is available at a FY09 PE of less than 20. CRAMS market is $31 bn opportunity. If one looks at the MF holdings, all the top MF's are holding the stock. Buy and forget funda should be applicable in this case. ------------- "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 |
Posted By: deveshkayal
Date Posted: 23/May/2008 at 1:54pm
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ENAM estimates an FY10 EPS of 91 for Divis with an ROE of 44%. Since these analysts are conservative in their estimates, we can assume EPS to cross three digits.
Nice article in http://www.dnaindia.com/report.asp?newsid=1155763 - DNA on CRAMS .
Religare on Divi's
Religare Securities has maintained buy on Divi's Laboratories and has revised the target price to Rs 1,825 from Rs 1,686. Divi's posted above-expected results for October-December of 2007-08 driven by higher-than-estimated growth in the custom chemical services segment. This segment has grown at over 100 per cent year on year, which is notable considering that the growth has been achieved in the normal course of business without the execution of any one-time contracts, said Religare in its post earnings note. Generic API also reported healthy growth of 58 per cent year on year to Rs 140 crore led by the performance of five key products. The strong operational performance resulted in EBITDA margin expansion of 1,100 basis points to 39.4 per cent while profit after tax more than tripled to Rs 100 crore. Divi's mega capital expenditure of Rs 250 crore executed over FY05-FY07 has generated significant value in 2007-08. Capacity expansion in custom chemical services enabled the company to execute more contracts from innovators, while its focus on niche, difficult-to-manufacture APIs resulted in market leadership for key products. Infrastructure for the launch of carotenoids, a $1billion opportunity for the company, will be commissioned in February and will contribute to revenue in 2008-09. In the light of strong Q3 results, Religare has revised their earning per share estimates upwards by 6.7 per cent and 8.1 per cent for FY08 and FY09 respectively. The brokerage expects Divi's to be one of the key beneficiaries of increased outsourcing from innovator pharma companies. ------------- "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 |
Posted By: anthro
Date Posted: 23/May/2008 at 7:29pm
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Just a perspective to share -
The real leader in CRAMS is expected to be Syngene whose ipo is expected soon . Today its a fully owned subsidiary of Biocon . Biocon straddles art,science,process discipline and deal making . It is a products,services company with 2 potential blockbusters IN-105 ( Oral Insulin Drug potential market of 1-3 billion USD which is in phase 2a ) and T1H ( arthritis drug - in phase 2b ) .
Interestingly Biocon remains undiscovered as on date ( despite demonstrable intellectual property and pricing power and despite a 1:1 bonus / 100% dividend announcement ) . ------------- |
Posted By: deepinsight
Date Posted: 23/May/2008 at 9:27pm
operational performance has been mute. ------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: shivkumar
Date Posted: 23/May/2008 at 12:42pm
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While at CRAMS, why not take a look at two decent players - Venus Remedies and Suven. The former is growing nicely with an EPS of 50 per cent CAGR for the past several years and still available at a decent P/E ratio. Suven is of course a high risk high rewards game. |
Posted By: stocks.student
Date Posted: 23/May/2008 at 2:53am
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Biocon also into CRAM?
------------- Stocks.Student |
Posted By: deveshkayal
Date Posted: 23/May/2008 at 10:43am
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Divi's has an established relationships with the top 20 innovator pharmaceutical companies. EBIDTA margins, ROE and ROCE are above 40% for Divi's. EPS CAGR of 40% over the next two years. I prefer Divi's over other players in this space. ------------- "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 |
Posted By: deveshkayal
Date Posted: 26/May/2008 at 12:17pm
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From Citi Global Healthcare Conference report
Wyeth & Pfizer outlined their plans to rationalize manufacturing sites as they step up their outsourcing efforts. Pfizer indicated that it now outsources 17% of its manufacturing (up from 8% in 2004) and intends to increase this to 30% by end-2009 – an incremental US$1bn worth of outsourcing. We believe that the focus on seeking strategic partnerships in the areas of manufacturing & research is gaining momentum and outsourcing appears to be becoming an integral part of corporate strategy for Big Pharma. We expect the quantum of outsourcing to increase materially going forward and Indian companies in this space are likely to be key beneficiaries. Nicholas Piramal remains our best play on innovator outsourcing. ------------- "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 |
Posted By: kulman
Date Posted: 26/May/2008 at 12:57pm
BS carries some analysis on Jubiliant...
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: experteye
Date Posted: 26/May/2008 at 1:20pm
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I bet on Jublient org in long run. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: deveshkayal
Date Posted: 26/May/2008 at 1:58pm
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Investors have not really made huge money from Birlas and family. Jubilient being part of that family. ------------- "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 |
Posted By: basant
Date Posted: 26/May/2008 at 2:16pm
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But their son-in-laws have. The two groups Birlas and Bangurs have given huge benefits to their son-in-laws. This is across the board as suppliers/vendors/dealers/employees etc. In some cases a few small units have also been gifted away to them.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: experteye
Date Posted: 26/May/2008 at 3:30pm
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Earlier, Arch was know as Merven drugs. ARCH is a highly profitable company in which ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 26/May/2008 at 6:25pm
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Globally, drugs worth $70 billion would be going off-patent by 2011 and Indian companies providing contract manufacturing services are expected to garner approximately 30-40 percent of this opportunity. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: deveshkayal
Date Posted: 26/May/2008 at 10:27am
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Along with Glenmark and Divis, Lupin is also a good play in the pharma space. Company targets $1bn revenues in FY09, thats almost 50% growth over FY08. They forayed into CRAMS through acquisition last year. ------------- "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 |
Posted By: experteye
Date Posted: 29/May/2008 at 5:05pm
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Lupin is talking to potential partners who may take its herbal and synthetic psoriasis molecules on to complete the cycle of drug development. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 29/May/2008 at 5:25pm
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Granules India also doing well.But a small player. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: deveshkayal
Date Posted: 07/Jun/2008 at 7:49pm
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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. ------------- "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 |
Posted By: experteye
Date Posted: 11/Jun/2008 at 12:59pm
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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. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: kumardiwesh
Date Posted: 11/Jun/2008 at 1:07pm
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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 ------------- "History does not tell you the probability of future financial things happening" - Warren Buffett |
Posted By: experteye
Date Posted: 11/Jun/2008 at 4:52pm
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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. Excerpts from CNBC-TV18’s exclusive interview with Hari Babu: 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 ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 11/Jun/2008 at 4:54pm
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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, ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: shivkumar
Date Posted: 11/Jun/2008 at 5:04pm
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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. |
Posted By: experteye
Date Posted: 11/Jun/2008 at 5:37pm
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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. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 11/Jun/2008 at 10:27am
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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. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: basant
Date Posted: 12/Jun/2008 at 1:06pm
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A public opinion is no substitute for thought - Warren Buffett.
If you are convinced about it do not wait for others but buy it and also share the logic in a new thread if possible.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: experteye
Date Posted: 12/Jun/2008 at 2:40pm
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"A public opinion is no substitute for thought" rightly said.In fact I am making more insight study into this comapany before buying, hope it turns into the right one. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 16/Jun/2008 at 9:55am
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Entered into Anu's lab.It's time to fly. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: shivkumar
Date Posted: 16/Jun/2008 at 10:56am
| then start a thread and educate other TEDdies. |
Posted By: experteye
Date Posted: 16/Jun/2008 at 11:37am
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thanks! bought Anus lab at 283,so far so good. ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: experteye
Date Posted: 18/Jun/2008 at 5:44pm
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We're another year older and another year wiser So put our brain to work, And figure out those multibagger gift for us. Happy ANU'S... ------------- more risk,more profit but have a vision before taking risk,itis all about investment in equities market. |
Posted By: deepinsight
Date Posted: 30/Jun/2008 at 12:28pm
Margin risk in CRAMS:
------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: mahesh004
Date Posted: 30/Jun/2008 at 10:56am
| Is anyone following JB Chemicals...RJ picked 1% stake in it. |