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Dolat Capital Report
We hosted 10 Pharma companies and two experts during August 31 to September 03, 2021.
The undertone of the meetings remained bullish led by companies like Ipca Laboratories Ltd., JB Chemicals and Pharmaceuticals Ltd., Alkem Laboratories Ltd., Indoco Remedies Ltd. and Poly Medicure Ltd.
Kindly find the key excerpts of the meetings below:
Poly Medicure has grown at 15% and 25% compound annual growth rate in revenue and profit after tax respectively during FY17-21 with margins improving by 700 basis points to 27.3% in FY21.
On a cumulative capex of Rs 14 billion, Ipca Labs generated incremental revenue of Rs 25 billion, productivity of 1.8 times, indicating its superior capex efficiency.
With renewed management focus and healthy balance sheet, we believe JB Chemicals is poised for growth in the medium term.
Click on the attachment to read the full report:
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