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Wednesday, June 10, 2009

Bilcare Ltd:-A great long term buy

Scripscan:Bilcare Ltd
Traded in:Nse-bse

Story:Bilcare provides packaging products and clinical research services to pharma companies in India and abroad. It has a global footprint with operations in the US, UK, Germany, Singapore and Brazil. The company has two major business divisions ? pharma packaging innovation (PPI), which contributes 83% to its total revenues, and global clinical services (GCS), which accounts for the balance part of its revenue.Under the PPI division, Bilcare quantifies the sensitivity of drugs and accordingly devises their packaging solutions. The GCS division is a faster growing high-margin business, which provides services like formulation of clinical trials, toxicology studies, batch manufacturing and randomisation.Historically, Bilcare has predominantly been a provider of packaging solutions to domestic pharma companies. With four cross-border acquisitions in the past four years, the company has been able to garner a significant chunk of its business from outside India. It is now eyeing significant volumes from the packaging contracts it entered into with Walmart for the latter?s private drug labels. These contracts are serviced through International Labs, a US company in which Bilcare holds 50% stake.While the company enjoys leadership position in pharma packaging in India, it is now diversifying away from its dominance in the low-margin manufacturing-oriented business model to a high-margin service-oriented one. It aims to aggressively scale up its clinical services business and increase the service component in its traditional packaging business.This technology is aimed at addressing the long-felt need of the pharma industry with regard to fool-proof anti-counterfeiting measures. Considering the growth potential in its new businesses, the company expects to face capacity shortage within the next three years.COMPANIES WITH unique business propositions and innovative solutions always earn a premium over other players in the market.Bilcare provides integrated solutions to pharma companies globally. Investors who want to capture its rapid growth in pharma packaging & research services can consider the stock.

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