Moneycontrol PRO

Anubhav Sahu

Principal Analyst

Moneycontrol Research

Ami Organics: What should investors do, post recent correction?

BUSINESS

Ami Organics: What should investors do, post recent correction?

According to the management of Ami Organics, the priority for the acquired business of Gujarat Organics is to stabilise revenue and focus on reducing inefficiencies

Food colour companies are in capacity overdrive. What next for investors?

BUSINESS

Food colour companies are in capacity overdrive. What next for investors?

Indian food colour industry is set for dominance after the sharp scale-up in capacity expansion and end-market expertise. Vidhi specialty remains our preferred play

For Sumitomo Chemicals India, speciality is the trump card

BUSINESS

For Sumitomo Chemicals India, speciality is the trump card

The key near-term trigger for Sumitomo Chemical is the manufacturing of technical grade active ingredients for its parent company

Fine Organics glued to green chemicals, may keep valuation premium

BUSINESS

Fine Organics glued to green chemicals, may keep valuation premium

The medium-term growth in earnings for Fine Organics is expected to be driven mainly by volume growth in new capacities, better realisations and normalisation of input costs

What's the trump card for this speciality chemical player?

BUSINESS

What's the trump card for this speciality chemical player?

Recent developments point to Clean Science and Technology's focus on enlarging product basket and a focus on green chemistry, which helps it differentiate from the rest

Suven Pharma: Normalisation of margins adds to comfort

BUSINESS

Suven Pharma: Normalisation of margins adds to comfort

There is an emerging preference for full-service CDMOs. This puts players like Suven in a better spot as it tries to capture the whole of the value chain

Gland Pharma’s new product play for FY22 holds a lot of promise

MONEYCONTROL-RESEARCH

Gland Pharma’s new product play for FY22 holds a lot of promise

While the US market is still expected to clock 18-20 per cent growth for Gland Pharma in FY22, the company’s foray into non-US markets would accelerate growth in the medium term

Rossari Biotech: Calibrated inorganic strategy opens up opportunities

BUSINESS

Rossari Biotech: Calibrated inorganic strategy opens up opportunities

Rossari’s M&A strategy is apparently focussed on encompassing complementary technology, talent, products and client base

NOCIL: The end of capex cycle ups free cash flow prospects

BUSINESS

NOCIL: The end of capex cycle ups free cash flow prospects

Faster execution of the ‘China plus’ opportunity will be a trigger for rerating for NOCIL

Divi’s Labs: Vertical integration keeps it ahead of peers

BUSINESS

Divi’s Labs: Vertical integration keeps it ahead of peers

The macro context is fragile, more so because of the second COVID wave. As a result, liquidity will continue to chase businesses such as Divi's Labs that are cash rich and have positive cash flows

Cadila: All in for COVID while keeping a tab on complex pharma

BUSINESS

Cadila: All in for COVID while keeping a tab on complex pharma

Cadila's stock has been primed by a series of potential rollouts to meet the COVID challenge

Aarti Industries: Planning for a decade; accumulate

BUSINESS

Aarti Industries: Planning for a decade; accumulate

Aarti Industries' strong export market and a resilient pharma business should offset the discretionary demand contraction in domestic market in the near term

Dr Reddy’s: COVID opportunity gets wings

BUSINESS

Dr Reddy’s: COVID opportunity gets wings

Along with Sputnik V and 2-DG, Dr Reddys has further strengthened its COVID opportunity, which makes it a worthy watch

Lupin: Focus on inhalation and bio-similars to aid margins in medium term

BUSINESS

Lupin: Focus on inhalation and bio-similars to aid margins in medium term

In the medium term, the focus is likely to be on the inhalation and biosimilar categories for Lupin, with scale-up in both US and European markets

Anupam Rasayan IPO: A tiny version of PI Industries, diversifying beyond agro-chem

BUSINESS

Anupam Rasayan IPO: A tiny version of PI Industries, diversifying beyond agro-chem

One eye catcher is the growing export exposure for Anupam Rasayan to the lucrative Japanese market

Bodal Chemicals: Diversification towards benzene chemistry – a structural shift

BUSINESS

Bodal Chemicals: Diversification towards benzene chemistry – a structural shift

Import for select benzene-based chemicals is on an uptrend and hence offers a good import substitution opportunity for Bodal Chemicals

Hindustan Unilever: Can the elephant dance like a Pro?

BUSINESS

Hindustan Unilever: Can the elephant dance like a Pro?

Going forward, challenges cited by HUL are uncertain growth outlook for urban areas, inflationary pressure and subdued prospects for winter

This food colour company’s business model makeover and capex plans need a close watch

BUSINESS

This food colour company’s business model makeover and capex plans need a close watch

In the near term, an improving product mix, lower share of trading business and backward integration are expected to improve earnings for Vidhi Specialty

Cadila: a formidable play in Covid times and beyond

BUSINESS

Cadila: a formidable play in Covid times and beyond

Cadila is not only a credible Indian pharma striving for a Covid solution, but on a longer time scale is an interesting watch in the large-cap space witnessing a significant transformation in product portfolio.

Chemcon IPO: A strong import substitute play, but does it merit investors’ attention?

BUSINESS

Chemcon IPO: A strong import substitute play, but does it merit investors’ attention?

With respect to the industry’s historical valuation multiple range, Chemcon’s multiples are at the higher end.

Hikal: Focus on operational risk management adds to conviction

BUSINESS

Hikal: Focus on operational risk management adds to conviction

Any protectionist measure from the government, given the recent trend towards ant-dumping duty and Make in India theme could disproportionately benefit the Hikal

Pharma: Trump’s executive orders may possibly provide better market access opportunities

BUSINESS

Pharma: Trump’s executive orders may possibly provide better market access opportunities

Indian drugmakers such as Cipla, Cadila, Lupin, Dr Reddy’s, Sun Pharma and a few small-sized pharma companies such as Laurus Labs may benefit from a likely revamp of US medicare

RIL AGM | Google on board; 5G ready

ANNOUNCEMENTS

RIL AGM | Google on board; 5G ready

The RIL AGM saw two big-bang announcements: Google’s investment in Jio Platforms, which was more or less expected, and being 5G ready with solutions

Rossari Biotech: Healthy long-term prospects, but richly valued IPO

BUSINESS

Rossari Biotech: Healthy long-term prospects, but richly valued IPO

Rossari is led by technocrats having strong domain knowledge, which in turn has helped in superior execution of capex projects in the past and diversification to new end markets

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