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Friday, September 11, 2009

Bayer CropScience Ltd:A good bet at dips,Ipca Labs-A good pharma bet

1)Scripscan:Bayer CropScience Ltd

Story:BCS is a market leader in the Indian agrichemical sector, with a market share of 23%. Going ahead, there exists a huge opportunity for BCS to grow its domestic business, given that the penetration of pesticides in the Indian market is abysmally low compared to its Asian and Global peers.India produces approximately 16% of the world’s total food grain, but utilises a mere 2% of pesticides.The company’s Return on Equity (RoE) is expected to remain robust over FY2009-11 (Expected) at around 24% levels.Sum of the parts (SOTP)gives a target price of Rs 501 by assigning a target price to earning (PE) multiple of 10 times for BCS’ core business.I have also added 50% discounted value of the company’s Thane land, translating into Rs 101 share (post tax).Considering all these points,bcs is a good bet at dips to be bought for the longer term perspective.

2)Scripscan:Ipca Laboratories Ltd

Story:Ipca Laboratories is a vertically integrated company with a geographically diversified business model. Ipca has commensurate exposure in its international business with exports to 110 countries accounting for nearly 52% of its top-line in FY2008. It has grown at steady pace in the past posting a CAGR of 15.7% in net sales and a CAGR of 24.1% in net profit over FY2005-08 primarily driven by its domestic formulations segment. Going forward, we expect the next leg of growth for the company to come from the export segment as it leverages its API capabilities to create a sturdy business in the regulated and emerging formulations market. We estimate Ipca's net sales to post a CAGR of 17.4% and adjusted net profit to register CAGR of 15.6% over FY2008-10E. At Rs 390, the stock is trading at 12x FY2010E Earnings.A good buy at lower levels.

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