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Thursday, October 8, 2009

Pochiraju Industries Ltd:Future growth prospects and outlook

Scripscan:Pochiraju Industries Ltd

Story:The company, which is in the floriculture business, has diverisified into the pharma/biopharma space.In the new areas that the company has entered there are several key factors that drive success: The ability to scale, customer engagement skills and expertise in regulatory affairs, especially when it comes to cracking open overseas markets.While the company says it enjoys good relationship with its customers (though no names have been given), there is no demonstrable evidence on the other two counts.Even in the pharma and the biotech space that Pochiraju is eyeing, the marketplace is intensely competitive, more so in the former with regard to the domestic market.In the biotech space, while the domestic market has recently seen the launch of human insulin, the action is more likely to take place in the European and American markets, as the roadmap for launching follow-on biologics is gradually falling into place.While the market size would undoubtedly be large, we would rather stick to established names to capitalise on this opportunity as and when the market opens up.Given the company's small size and its positioning, there is attendant volatility that investors will have to contend with.The scrip has been on a roll and it has moved up over 300% in the last six months or so.Though the possibility of further gains cannot be ruled out, as investors have had a tendency to gravitate towards such penny priced stocks.A sell on rally stock for me.

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