Categories

10000 to 4crs in 18 months 1000rs to 50crs 300% returns 75% promoter holdings A 50 bagger A sureshot 5 bagger Analysis Another fraud? Auto ancillaries Bank sector Blind sell Brand plays Broking Bse Nse Buy calls cements Ceramics/tiles Counters I don't like Debt free businesses Delisting candidates demerger bets Disclosure- I own them Domestic consumption plays E-Commerce pick Education Exit at rallies Famous analysts Famous stocks FMCG Footwear future multibaggers Gems andJewellery Hidden gems High conviction ideas High dividend plays High potential small caps High ROE stocks Holding companies Hotel sector How they looted you.. Indian stock market Infrastructure sector Interesting Microcaps IT KPO Landbank plays largecap ideas Less than 5 PE stocks Liquor Logistics Market lessons Market outlook for 2013 and 2014 Market underperformers Meeting with the CEO Metals Monopoly businesses My 5 baggers My Favourite counters My paid stock recommendations My stock picking techniques nse bse tips Oil exploration Operator calls Paints Penny stock outlook penny stock updates Pharma sector Poultry stocks PSU Publicity freaks Real estate Renewable energy plays Safe bets Sell recommendations Share market Live shipping stocks short term call SOTP plays stock tips stock under 10rs Stocks to watch out for Strong bonus candidates Takeover candidates TATA product tea Textiles The 13 bagger The 45 bagger Trading companies Transformers Turnaround bets Tyres Uncertain/Risky business models Unique businesses

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments.

Archives : Old artciles

Wednesday, May 4, 2011

Bafna Pharmaceuticals Ltd:-My pick in the pharma sector

Scripscan:Bafna Pharmaceuticals Ltd
Code:532989
Cmp:42

Story:The Rs 76 crore Chennai-based Bafna Pharmaceuticals is a SME engaged in the manufacture of Betalactum and non-betalactum range of anti-biotic drugs.The company has rapidly increased its exports over the last few years.A significant chunk of its exports are contributed by Sri Lanka while the rest half are contributed by the contract manufacturing business.CRAMS offers a better growth outlook due to low-cost advantage in India. The company is well diversified in terms of therapeutic segment exposure with presence in anti-infective, cardio-vascular, analgesic and antipyretic, antihelmintics, appetite stimulants, cough & cold preparations, antiulcerants, anti diabetic and vitamins.Besides having a 20% margin, the contract manufacturing business allows the company to launch these products in the non-regulated markets in Africa and CIS region.The company is also expanding from being present only into antibiotics to drugs in the life style-related illness.Bafna Pharma's focus on the European market,launching of'Branded Generics'in non regulated market and efforts to launch domestic brands in lifestyle segment should catapult the company in the top global league.The series of initiatives like obtaining EU GMP UK MHRA approval for the Grantylon facility,revamping of the Madhavaram facility,launch of Formulation R&D facility in Grantylon and obtaining 11 site variation approvals from MHRA,UK are some of the critical milestones that would guide the company towards not only greater revenue growth but also increased profit margins.With all these measures in tow, the company intends to achieve revenues of Rs 500 crore by 2013.The company's stock is currently trading at a P/E of 30(trailing earnings).Typically, pharma companies trade at twice and more of its revenues.Bafna Pharma is currently trading at a market cap of Rs 75 crore much below than its expected total revenues of Rs 110 crore.With everyhting looking up for the company backed by an experienced visionary quality pedigree team,Bafna pharma is a great great long term buy.

Enter your email address:

Delivered by FeedBurner

Posted by arun at 10:02 PM
Labels:

Important Disclaimer&Privacy policy

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.
 
x

Subscription to Arunthestocksguru

Enter your email address:

Delivered by FeedBurner