Search This Blog

Showing posts with label Pharma. Show all posts
Showing posts with label Pharma. Show all posts

Feb 14, 2012

FDC - 531599


Company

FDC

BSE

531599

NSE

FDC

Price

82.2

As of date

Feb 14, 14:55

Market Cap

1,506.64

PE

11.15

EPS

7.37

Div yield %

2.43%

Topline growth (5yr)

12.14%

Bottomline growth (5yr)

23.31%

Reserves

Reserves have increased from 311.63 to 592.86 from Mar '07 to Mar '11

Debt

Debt has decreased from 3.11 to 2.06 from Mar '07 to Mar '11

Shareholding

Promoters hold 66.64% of which -% are pledged

# of shares

18.33




Nov 13, 2010

Aurobindo Pharma Ltd - 524804



Name of Company
Aurobindo Pharma Ltd
BSE Code
524804
NSE Code
ICICI Code
Established
1986
My Take
So-So
Headquarters
Hyderabad
Promoters
PV Ramaprasad Reddy, Nithyananda Reddy
Story
Became public in 1995. Has agreements with Pfizer.
Sector
Pharma
Sub-sector
API, formulations
Website
Positives
Revenues have more than doubled over 5 years. Regular, but very less dividend yields.
Negatives
2000 Cr loan according to FY10. 54% promoter shareholding 11% of that is pledged. NPMs are not very dependable. Seems like some insider trading also is happening.
Peers
News
Price @ blogged
1270 (13-Nov-10)
Cost of company
7400 Cr market cap for a 525Cr FY10 NP translates to 14 times. 1800 Cr reserves with a 2000 Cr debt.

Dishman Pharmaceuticals & Chemicals Ltd - 532526

 

 

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

http://www.dishmangroup.com/

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.

LinkWithin

Related Posts Plugin for WordPress, Blogger...