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Post strong rally for this Vitamin D API maker, what’s in it for investors?

Recent export data augurs well for Fermenta Biotech. Export volume for Vitamin D formulations has jumped by 49 percent while that of Vitamin D API has surged 208 percent on a YoY basis in the first two months of FY21

September 01, 2020 / 02:37 PM IST
Post strong rally for this Vitamin D API maker, what’s in it for investors?

Medicines (Representational image)

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Sharp surge in export volumes for Vitamin D value chain - Backward integration project reduces sourcing risk - Long-term positioning as a nutraceuticals company - Strong tailwinds make it ‘accumulate on decline’ candidate Shares of Fermenta Biotech (Market cap: Rs 1,023 crore;share price: Rs 348), the sole producer of Vitamin D3 (Cholecalciferol) API (active pharmaceutical ingredient) in India have seen a spectacular rally since their March lows. The stock has risen 84 percent since we last recommended it in early March. The thesis behind the recommendation...

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