Supriya Lifescience, a pharma powerhouse in the making!
The company looks reasonably valued when going through its fundamentals, some have labelled it as the 'Mini Divis'. However, we need to get rid of the nametags and judge the company on its own merit...
it has a diversified products portfolio of APIs and exports over 70 percent of its finished goods with more than 50 percent share in Europe in the last quarter, therefore the successful completion of joint audit by the EDQM France & Italy as per 14th May BSE filing is welcome news..
It enjoys operating margins of 40 percent and has phenomenal roce and roe ratios...
the second generation, well qualified, has already started working so business continuity remains assured....
the company is having total backward integration of 62 percent of their products is another inherent strength, not to be dependent on China for KSM.. ongoing capex while current utilization capacity still has room to head up..
As per management commentary Q2 and Q4 are their stronger quarters, results await on coming friday which can also be a good time to analyze the company on its full year performance.
it has a diversified products portfolio of APIs and exports over 70 percent of its finished goods with more than 50 percent share in Europe in the last quarter, therefore the successful completion of joint audit by the EDQM France & Italy as per 14th May BSE filing is welcome news..
It enjoys operating margins of 40 percent and has phenomenal roce and roe ratios...
the second generation, well qualified, has already started working so business continuity remains assured....
the company is having total backward integration of 62 percent of their products is another inherent strength, not to be dependent on China for KSM.. ongoing capex while current utilization capacity still has room to head up..
As per management commentary Q2 and Q4 are their stronger quarters, results await on coming friday which can also be a good time to analyze the company on its full year performance.