|
|
Name of Company | Dishman Pharmaceuticals & Chemicals Ltd |
BSE Code | 532526 |
NSE Code | DISHMAN |
ICICI Code | |
Established | 1983 |
My Take | So-So |
Headquarters | Ahmedabad |
Promoters | |
Story | Facilities in Europe, India and China. Listed in 2004. Acquisitions brought CRAMS CARBOGEN AMCIS (Swiss) and IO3S (Swiss) into Dishman. |
Sector | Pharma |
Sub-sector | CRAMS, APIs |
Website | |
Positives | Good NPMs at 16-19%. Shows 600 Cr reserves (which almost 45% of current market cap). Regular dividends, yields around 0.8% at current prices. |
Negatives | 434 Cr of debt in FY10. Revenue guidance revised to 10%. FY09 revenue and profit was bigger than FY10 numbers. |
Peers | Shasun, Divi's lab, Nicholas Piramal |
News | |
Price @ blogged | 169(12-Nov-10) |
Cost of company | 1361 Cr market cap for a 71 Cr FY NP makes it less than 20 times. 434 Cr debt and lower revenue visibility makes it costly even with high NPM's. |
Search This Blog
Nov 13, 2010
Dishman Pharmaceuticals & Chemicals Ltd - 532526
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment