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Wednesday, June 10, 2009

Bilcare Ltd:-A great long term buy

Scripscan:Bilcare Ltd
cmp:475
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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This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
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