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Addressed to mylo, aditya13556, Ajay.IDBI, akashpandit, alifiya786, aloka27, les, Dakshina murthy, athina, harshadketan, basit222, Be and Make, bharat in delhi, BullSheetRules, bull_ramson, Callahan, chief_kamani, chokksin, dintak, dipakgod, fdm, karshin, fundoobull1, galarajesh, Cool Bull, gajabhau, guli, neeguya, gvananthaswamy, mep1, headstead, hsnmf, ISHANT, j2eeprofessiona, jagishar, INOU, patience, kiki chatterjee, kinchit s mehta, knpnortho, man, mannish, mindnmoney, mohankumar1000, naugtyboy, netdo, nitchakal, nkgambhir, panasonic, pandumanu, pcspune, pkumar73, pms.swastika, PK675, marketman, passsion2excel, pranky, prjayachandran, pss5588, NAUGHTY007, radhika_nandlal, StockTips, ramakar, GOLD FINGER, manjyot, roameri, rohitjust5u, rvk41, minku123, SAJIMON-PALAI, sameernics, Sason, srbhj, subasu, KotakInvestment, bookworm, shareware78, simmi123, skshare, tibusa, tonyreb, TrueCompanion, valuerupee, Varner, tara23, q7, vuppala1948, eagle's eye, winwath, sam_pd, WWIL, Zorro555
This stock can go upto 200 levels very soon. Operator want to sell the stock frm small investor.FII can shoot up anytime. Book value is around 200. dnt miss the opportunity....
Biocon
Reply By  Khan
Date: 22nd Mar, 2010 - 13:43
BSE: Rs 285.00 ( 1.12 % ), NSE: Rs. 284.75 ( 1.12 % )
Addressed to mylo, aajkavyapar, aditya13556, Ajay.IDBI, akashpandit, alifiya786, aloka27, les, Dakshina murthy, athina, bagram, basit222, Be and Make, BullSheetRules, Callahan, champzeero, chief_kamani, dintak, dipakgod, fdm, karshin, fundoobull1, galarajesh, Cool Bull, guli, neeguya, gvananthaswamy, mep1, headstead, hsnmf, ISHANT, j2eeprofessiona, jagishar, INOU, patience, jonas, kiki chatterjee, kinchit s mehta, man, mindnmoney, mohankumar1000, mukut, naugtyboy, netdo, panasonic, pandumanu, bihariboy, pkumar73, pms.swastika, ppsiras, PK675, marketman, passsion2excel, pranky, pravingp, pss5588, NAUGHTY007, radhika_nandlal, StockTips, manjyot, rohitjust5u, rvk41, minku123, SAJIMON-PALAI, sameernics, Sason, srbhj, KotakInvestment, bookworm, shareware78, simmi123, skshare, tibusa, TrueCompanion, valuerupee, Varner, tara23, q7, vuppala1948, sam_pd, WWIL, Zorro555
AFTER a poor show in earnings for the fiscal year 2009, India’s leading biotech company Biocon has registered a good recovery in the current fiscal.
With traction in its biopharma business and an improvement in the performance of its German subsidiary, Axicorp, the company holds attractive growth opportunities going forward. It is a good bet for investors interested in the mid-cap space.
BUSINESS:
The Bangalorebased company develops and manufacturers bio-pharmaceutical products for various medical ailments including cancer, diabetes and inflammatory diseases. The company’s biopharma business model straddles both products and services.
The company’s statins business, which contributes nearly 30% to its revenues, has witnessed a strong growth in revenues. Further, the biopharma business has also gained from growth in domestic formulations business, insulins and immunosuppressants.
Axicorp, the company’s low-margin trading business, has showed improvement and the subsidiary is gaining from supplying to the tender floated by the German insurer AOK. Through its two subsidiaries, Syngene and Clinigene, the company provides end-to-end services from pre-clinical discovery research to human clinical trials. It contributes nearly 15% to the company’s revenues.
Biocon is also working on product development in view of the opportunity of launching biosimilars in the US and other regulated markets. The company has been steadily increasing spend on R&D . It now spends 7.5% of its revenues on R&D .
FINANCIALS:
The company’s net sales have grown at a compound annual growth rate (CAGR) of 24.4% over the past five fiscal years to reach around Rs 1,608.7 crore in FY09. The net profits have rather grown in an erratic manner during the same period. Heavy MTM losses, high depreciation due to large capex and rise in interest costs put pressure on net profit in the recent past. Despite this, the company has been consistently paying dividend for the past six years.
It has incurred high capex over the past three years. As the company’s big-ticket capex are over, it is expected to generate more free cash flows going forward. However, the fact that the company earns majority of its revenues from lowmargin business segments of statins and Axicorp remains a concern.
GROWTH OPPORTUNITIES:
The patent for Atorvastatin is expiring in the UK in 2010 and in Germany in 2011 offering opportunity for the company to tap the -billion market . Given the increasing trend of R&D outsourcing, the company’s contract research service business is likely to see strong earnings inflow in the coming years. Strong ramp up in the scale and number of projects under Syngene are likely to augur near-term growth.
Launch of biosimilars in regulated markets and commercialisation of its oral insulin programme IN-105 are long-term growth drivers for the company. A possible listing of its subsidiary, Syngene , could lead to value unlocking for the company and its shareholders.
VALUATIONS:
The company’s stock has been outperforming the Sensex since the middle of 2009. It is currently trading at a consolidated price-to-earnings value of 23. It is valued at two-and-a-half times its net sales. These valuations come on the back of promising growth prospects of the company across its various business segments. Investors with a long-term horizon are likely to benefit from the company’s promising growth story. ...
Addressed to mylo, aajkavyapar, aditya13556, Ajay.IDBI, akashpandit, alifiya786, aloka27, les, Dakshina murthy, athina, harshadketan, bagram, basit222, Be and Make, bharat in delhi, BullSheetRules, bull_ramson, Callahan, champzeero, chief_kamani, chokksin, dakuamma, dintak, dipakgod, fdm, karshin, fundoobull1, galarajesh, gajabhau, guli, neeguya, mep1, headstead, hsnmf, ISHANT, j2eeprofessiona, jagishar, INOU, patience, jonas, kiki chatterjee, kinchit s mehta, knpnortho, mannish, mindnmoney, mohankumar1000, mukut, naugtyboy, netdo, nitchakal, nkgambhir, alkatiwari, panasonic, pandumanu, pcspune, pkumar73, pms.swastika, poorfellow, ppsiras, PK675, marketman, passsion2excel, pranky, pravingp, prjayachandran, pss5588, NAUGHTY007, radhika_nandlal, StockTips, ramakar, GOLD FINGER, manjyot, roameri, rohitjust5u, rvk41, minku123, sameernics, Sason, srbhj, subasu, KotakInvestment, bookworm, shareware78, skshare, tibusa, tonyreb, TrueCompanion, valuepick, valuerupee, Varner, tara23, q7, vuppala1948, eagle's eye, winwath, sam_pd, WWIL, Zorro555
Chief, i am not much worried about rate hike.It seems that more than the markets,the analysts in cnbc is more worried about rate hikes.Don`t blame them , they have to run their shop.,IN 2008 when the market was at 21000 ,the repo rate was at 7.75%.Now even after the increase it is 5% only.A lot of room still left for upmove.I am not worried about inflation also.We can not keep the rate of of rice and onion at rs.5 forever.Let it increase and let the farmers also make some money.Think about inclusive growth.,In 80`s a cup of tea was sold at 10 paise per cup.Now it is 5 rs.per cup.How many of us stopped drinking tea because of this.,In US the same cup of tea is sold for 50 rs(converted to INR).When we start selling tea at rs.50 we will be called a `SUPER POWER`...
how long can we expect??...
Zylog Systems
Reply By  Guest
Date: 19th Mar, 2010 - 22:37
BSE: Rs 443.15 ( -1.70 % ), NSE: Rs. 442.65 ( -2.03 % )
hey StockTips,
Please stop your dubious recommendations. I bet this is not going to touch 400. The speed of the upmovement is slowed down. But its going to continue its journey upwards....
Addressed to aajkavyapar, aditya13556, Ajay.IDBI, akashpandit, alifiya786, aloka27, les, Dakshina murthy, athina, harshadketan, bagram, Be and Make, bharat in delhi, bhusbhac, BullSheetRules, bull_ramson, Callahan, champzeero, chief_kamani, chokksin, nadhi, dakuamma, dipakgod, karshin, fundoobull1, galarajesh, gajabhau, guli, neeguya, gvananthaswamy, mep1, headstead, hsnmf, ISHANT, j2eeprofessiona, jagishar, INOU, patience, jonas, kalpataru70, LEO THE LION, mindnmoney, mohankumar1000, mukut, naugtyboy, netdo, nitchakal, alkatiwari, panasonic, pandumanu, bihariboy, pkumar73, pms.swastika, poorfellow, ppsiras, passsion2excel, pranky, pravingp, prjayachandran, pss5588, NAUGHTY007, radhika_nandlal, StockTips, ramakar, GOLD FINGER, manjyot, roameri, rohitjust5u, rvk41, minku123, SAJIMON-PALAI, sameernics, Sason, srbhj, subasu, KotakInvestment, bookworm, shareware78, skshare, sondeep_sisotee, tibusa, tonyreb, BAnil, TrueCompanion, valuepick, valuerupee, Varner, tara23, q7, vuppala1948, eagle's eye, winwath, sam_pd, WWIL, Zorro555
MOVING WITH THE LEVELS NIFTY HITS INTRA DAY HIGH OF 5269.95 FINALLY CLOSED AT 5262.80
REGARDS,
Manish Bothra,
Money_Mystery,
Kolkata...
i do not agree with you, on the contrary i have more faith in the fundamentals of the company....
Omax Autos
Posted by : StockTips
Date :22nd Mar, 2010 - 17:15
BSE: Rs 53.30 ( -3.96 % ), NSE: Rs. 53.50 ( -3.69 % )
Buy Omax Auto for a target of 60+...
STC India
Posted by : StockTips
Date :22nd Mar, 2010 - 17:13
BSE: Rs 466.70 ( -1.45 % ), NSE: Rs. 467.70 ( -1.45 % )
Buy STC for a target of 600 . Buy for good gains...
Amtek Auto
Posted by : StockTips
Date :22nd Mar, 2010 - 17:12
BSE: Rs 181.40 ( 4.79 % ), NSE: Rs. 182.05 ( 3.64 % )
Buy Amtek Auto for target of 190+ . Target for tomorrow...
Zylog Systems
Posted by : StockTips
Date :22nd Mar, 2010 - 14:42
BSE: Rs 447.10 ( 0.89 % ), NSE: Rs. 446.50 ( 0.87 % )
Sell Zylog for a target of 420 . Buy again on dips . ...
Bang Overseas
Posted by : StockTips
Date :22nd Mar, 2010 - 14:33
BSE: Rs 44.40 ( 0.11 % ), NSE: Rs. 44.00 ( -0.11 % )
Buy Bang Overseas Target 60+ . Will get the circuit soon. Buy for good returns in the short term...
Thinksoft
Posted by : StockTips
Date :22nd Mar, 2010 - 14:29
BSE: Rs 226.90 ( 3.11 % ), NSE: Rs. 226.00 ( 2.84 % )
Book profits in thinksoft . Target 120 soon . Not a good company . Stay away from it ...
Sell Guj Terc Target 8 soon . Negative news to flow ...
Buy Amtek Auto. Target 180+ soon . Good news to flow...
Book profits in Bang Overseas now . Buy on dips at 45 . Target for Bang Overseas by Mid Dec is 60+ ...
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