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Monday, December 21, 2009

SMS Pharmaceuticals Ltd:Bodal Chemicals Ltd:Buy/sell/hold,growth prospects and recomendation,news and results,target price and analysis,views and outl

Scripscan:SMS Pharmaceuticals Ltd
BSE code: 532815
cmp:156

Story:SMS is among the world's top producers of bulk Ranitidine (an anti-ulcerant), and revenues from this product accounts for a major portion of its revenues.While this exposes the company to pricing vagaries of this particular product,as contributions from other products such as sumatriptan and gemcitibine scale up, the concentration risk will diminish considerably. As outsourcing becomes an integral part of the pharma landscape, outfits focused on a specific activity of the manufacturing chain (such as bulk drugs, as is the case with SMS) will be better placed to reap benefits. Given SMS' sphere of operation, we believe that the comfort level of the formulations players will be higher when they deal with players unlikely to morph into competitors. SMS already has leading names such as Ranbaxy, Dr Reddy's, Cadila, Sun and Torrent as its clients. We expect the business profile to improve further, as SMS pursues supply deals with players based abroad. An investment may be considered to the Hyderabad-based bulk drug player SMS Pharma.At present price of 150 its quoting at low single digit PE multiple based on its forward cosolidated earnings. This is reasonable, in the light of prospects in the contract manufacturing space and a fairly strong patent expiration pipeline over the next few years.Buy it to reap good capital appreciation in the coming months.

Regards,
ARUN
I can be reached at:arunanalyst@rediffmail.com

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Posted by arun at 12:05 AM

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