Gufic bio science stock analysis
( RT if beneficial)
A Thread 🧵🧵👇
( RT if beneficial)
A Thread 🧵🧵👇
1/n
Company analysis
Mkt cap 2280( 18/03/2022)
CMP 235
P/E 25
ROCE 29%
ROE -29%
PROMOTER HOLDING 65% TO 75%
DEBT TO EQUITY ALMOST NIL
Company analysis
Mkt cap 2280( 18/03/2022)
CMP 235
P/E 25
ROCE 29%
ROE -29%
PROMOTER HOLDING 65% TO 75%
DEBT TO EQUITY ALMOST NIL
2/n
gufic is engaged in r&d, mfg, mkt,distribution & sale of pharma & allied products,3rd fastest growing among the 100 pharma in india,largest mfg of lyophilized injection in india & fully automated,therapy areas like antibiotic,antifungal,cardiac, infertilty,antiviral, ppi.
gufic is engaged in r&d, mfg, mkt,distribution & sale of pharma & allied products,3rd fastest growing among the 100 pharma in india,largest mfg of lyophilized injection in india & fully automated,therapy areas like antibiotic,antifungal,cardiac, infertilty,antiviral, ppi.
3/n
52 year old company
moneycontrol.com/news/business/…
In 1997 gufic sell its 80 crore brand to ranbaxy is MOX( scuttlebutt), it contains amoxycillin, used for treatment infection, still it's very good brand.
52 year old company
moneycontrol.com/news/business/…
In 1997 gufic sell its 80 crore brand to ranbaxy is MOX( scuttlebutt), it contains amoxycillin, used for treatment infection, still it's very good brand.
4/n
Bussiness structure
a)Domestic
b)CMO ( contract mfg)
c)BULK DRUG
d)International
a)Domestic biz
8 well defined startegic bussines units
Field force 1000+
Product portfolio in 15+ therapy area.
Bussiness structure
a)Domestic
b)CMO ( contract mfg)
c)BULK DRUG
d)International
a)Domestic biz
8 well defined startegic bussines units
Field force 1000+
Product portfolio in 15+ therapy area.
5/n
b)CMO
One of the largest facilities for lyophillization (it's a water removal process ,to extend shelf life or make the material more convenient)
Majority Pharma company adopting this technology
70+ CMO partners
50+ product
b)CMO
One of the largest facilities for lyophillization (it's a water removal process ,to extend shelf life or make the material more convenient)
Majority Pharma company adopting this technology
70+ CMO partners
50+ product
6/n
c)BULK DRUG BUSSINESS
Exclusive facilities of API
Specialization in
👉Anesthetics
👉Antifungal
👉Antibiotics
d)International business
Operation spread across more than 20 countries
130+ products register globally
150+ product in pipeline for registration.
c)BULK DRUG BUSSINESS
Exclusive facilities of API
Specialization in
👉Anesthetics
👉Antifungal
👉Antibiotics
d)International business
Operation spread across more than 20 countries
130+ products register globally
150+ product in pipeline for registration.
7/n
Manufacturing units
👉Unit -1
Lyophilized -18 mn vials p.a
Ampoule - 12 mn p.a
Ointment -6 mn p.a
Lotion-6mn p.a
Syrup 6 mn bottles p.a
Pfs -2.8 mn p.a
👉Unit -2
Lyophillzed - 30 mn vials p.a
PFS ( prefilled syringes)-30 mn p.a
Link you tube PFS👇
Manufacturing units
👉Unit -1
Lyophilized -18 mn vials p.a
Ampoule - 12 mn p.a
Ointment -6 mn p.a
Lotion-6mn p.a
Syrup 6 mn bottles p.a
Pfs -2.8 mn p.a
👉Unit -2
Lyophillzed - 30 mn vials p.a
PFS ( prefilled syringes)-30 mn p.a
Link you tube PFS👇
8/n
👉Unit 3
Natural(ayurvedic)
60mn capsule p.a
3.6mn powder p.a
Upcoming capex
👉Unit 4
Lyophillized -36 mn vials p.a
PFS-15 mn p.a
Liquid injection-60 mn p.a
👉Unit 5
Dedicated to penem
Lyophillised -3mn vials p.a
Dual chamber bags 24 mn iv bags
Dry powder inj 30 mn vials
👉Unit 3
Natural(ayurvedic)
60mn capsule p.a
3.6mn powder p.a
Upcoming capex
👉Unit 4
Lyophillized -36 mn vials p.a
PFS-15 mn p.a
Liquid injection-60 mn p.a
👉Unit 5
Dedicated to penem
Lyophillised -3mn vials p.a
Dual chamber bags 24 mn iv bags
Dry powder inj 30 mn vials
9/n majority drug is COVID basket is major risk, very good relations with pharma company for CMO.
10/n
Domestic bussiness
Domestic bussiness
11/n
👉Strechnil is very good brands
👉Gufidox Lb is also good brand management claim it's top 10 in same segment
👉WH 5 ointment is very good brand in healing wounds ,proctologist also used very commonly
👉In natural segment 50/50 response from doctors
👉Strechnil is very good brands
👉Gufidox Lb is also good brand management claim it's top 10 in same segment
👉WH 5 ointment is very good brand in healing wounds ,proctologist also used very commonly
👉In natural segment 50/50 response from doctors
12/n
Now come to penem group
( Last drug resort used in usually last stage in ICU in septicemia (infection)
others players
👉Gland
👉Aurobindo
👉Morepen
👉Dr Reddy
👉Caplin point
👉Strides
👉Kopran.
Now come to penem group
( Last drug resort used in usually last stage in ICU in septicemia (infection)
others players
👉Gland
👉Aurobindo
👉Morepen
👉Dr Reddy
👉Caplin point
👉Strides
👉Kopran.
13/n
Now comes to Botulinum toxin
It's market is around 120 core in INDIA
Now comes to Botulinum toxin
It's market is around 120 core in INDIA
14/n
When come to botulinum brand only BOTOX by allergan company , very very strong moat in this segment
When come to botulinum brand only BOTOX by allergan company , very very strong moat in this segment
15/n
My scuttlebutt its at present 2. 5 crore brand,but stunnox brand is known to majority dermatologist, stunnox is relatively cheap from botox approx rs 10000/ unit.
My scuttlebutt its at present 2. 5 crore brand,but stunnox brand is known to majority dermatologist, stunnox is relatively cheap from botox approx rs 10000/ unit.
16/n
Dermatologist/ cosmetologist review is we majority uses botox brand and our customers also demand same brand, in market korean and Chinese available but cosmetologist is rare to use it.
Dermatologist/ cosmetologist review is we majority uses botox brand and our customers also demand same brand, in market korean and Chinese available but cosmetologist is rare to use it.
17/n
Comes to financial
Comes to financial
18/n
Promoter significant increase stake and increase cash flow
Promoter significant increase stake and increase cash flow
19/n
Remuneration is ok
tap dancing to work in Warren Buffett language.
Mr Balram Singh sir not getting any remuneration
I management had outstanding labor and personal relationship scuttle butt
Csr activity is 1-1.5%
Dividend paying company
R&D 50-60 crores
Remuneration is ok
tap dancing to work in Warren Buffett language.
Mr Balram Singh sir not getting any remuneration
I management had outstanding labor and personal relationship scuttle butt
Csr activity is 1-1.5%
Dividend paying company
R&D 50-60 crores
20/n
👉Auditors resignation clarification due to management not hike in fees
👉Thesis
Lyophillized is future
Pre filled syringe now a day more we easy to inject with exact doz for non medico person
Management is walk the talk , increase stake almost after COVID 2 wave is over
👉Auditors resignation clarification due to management not hike in fees
👉Thesis
Lyophillized is future
Pre filled syringe now a day more we easy to inject with exact doz for non medico person
Management is walk the talk , increase stake almost after COVID 2 wave is over
21/n
Management accept the at present only 1-3% COVID protocol drugs mfg in company
Botox also can turn around story
👉Anti thesis
.Loss making subsidiary merger
.Last drug resort making not use commonly &routinely.
.Early main focused on only COVID 19 drugs.
MR productivity
Management accept the at present only 1-3% COVID protocol drugs mfg in company
Botox also can turn around story
👉Anti thesis
.Loss making subsidiary merger
.Last drug resort making not use commonly &routinely.
.Early main focused on only COVID 19 drugs.
MR productivity
22/n
Source
forum.valuepickr.com/t/gufic-biosci…
Thanks to Hitesh Patel sir for idea generation @a_basumallick
@Dr_Midhun_cs
@sahil_vi
@soicfinance
Rafi Syed
@AnishA_Moonka
@katalystwealth .
@screener_in
@ayushmitt
Some I also missed 🙏
AR
CONCALL
Investor presentation
Thread ends 🧵
Source
forum.valuepickr.com/t/gufic-biosci…
Thanks to Hitesh Patel sir for idea generation @a_basumallick
@Dr_Midhun_cs
@sahil_vi
@soicfinance
Rafi Syed
@AnishA_Moonka
@katalystwealth .
@screener_in
@ayushmitt
Some I also missed 🙏
AR
CONCALL
Investor presentation
Thread ends 🧵
n/n
Disc
👉As amateur investor lots of thing still I missed , I try my level best.not sebi register.
👉My first purchase price around is 200 , add more recently, pls consult your financial advisor.🙏🙏🙏.
Lots of matching from Philip fisher checklist correct me if wrong .
Disc
👉As amateur investor lots of thing still I missed , I try my level best.not sebi register.
👉My first purchase price around is 200 , add more recently, pls consult your financial advisor.🙏🙏🙏.
Lots of matching from Philip fisher checklist correct me if wrong .
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