Thread by @drprashantmish6

# Alembic pharma
1- MCAP around 17000 Cr , PE around 20 , Promoters holding 73.97, MF holding , in April Axis MF bought more

2-FY -19-20 - sales growth 17%
Profit growth 42%
International formulation Business grew 39%
US Generics grew 53% in fy 19-20
25 ANDA filing in FY 20
R& D spend 14% of sales. 3- INDIA BUSINESS
Formulatin growth business 3%

4- US GENERICS
ANDA - 183 ANDA filing 119 Approvals and 76 products launched so far
FY 20 - 25 ANDA filings and 30 Approval ,10 products Planned to be launched in next 6 months in US Generic market

5 API market -
9 DMF filed with USFDA IN FY 20 ( total 109 on cumulative basis )
6- Revenue CAGR 10 yrs 15% , EBITDA CAGR 26% , NET PROFIT CAGR 10 yrs 36% , EBDITA MARGIN last few yrs more then 20 , good ROCE

7-Alembic Pharmaceuticals and Orbicular Pharmaceutical JV Aleor is for dermatology products in Karkhadi Gujarat , Aleor recently got USFDA approval for Clobetasol Propionate Shampoo
Clobetasol Propionate Shampoo, 0.05%, has an estimated market size of US$ 28 million

Debt is high due to massive investment ( 2000 Cr multiyear capex plan ) and now going ahead benefit of this capex will be visible and with strong cash flow debt should not be a problem

Actually I can write a essay type long report about alembic but I wrote only summary , please provide more information if you have .

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