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Sales Growth 3 years CAGR 40%,
Profit Growth 3 years CAGR 56% but
Stock price 3 years CAGR -14%!
Do you see value?
Because 10 Year Stock CAGR is 67%.
The company has grown from 15 Cr Mcap in 2010 to 3500 Cr today with negligible debt.
Sales Growth 3 years CAGR 40%,
Profit Growth 3 years CAGR 56% but
Stock price 3 years CAGR -14%!
Do you see value?
Because 10 Year Stock CAGR is 67%.
The company has grown from 15 Cr Mcap in 2010 to 3500 Cr today with negligible debt.
Always expanding through internal accruals. Negligible debt between 2011-15 and debt-free from 2015.
This is a well-known multi-bagger of last pharma bull run till 2015.
So let's focus on what has changed in the last 5 years when stock corrected to half from peak. (2)
This is a well-known multi-bagger of last pharma bull run till 2015.
So let's focus on what has changed in the last 5 years when stock corrected to half from peak. (2)
Key transformations in last 5 years:
1. Entered regulated market in 2018 (US, UK, EU)
2. Shift from generic to branded generic (25% revenue currently)
3. Entered high margin injectable & Ophthalmic segment
4. 400 Cr Capex to serve US business through internal accruals (3)
1. Entered regulated market in 2018 (US, UK, EU)
2. Shift from generic to branded generic (25% revenue currently)
3. Entered high margin injectable & Ophthalmic segment
4. 400 Cr Capex to serve US business through internal accruals (3)
