Ace Investor Ashish Kacholia stock, deals in the business of manufacturing specialty chemicals with varied end usage and is focused on the development and manufacturing of advanced pharmaceutical intermediates for generic and regulated APIs and New Chemical Entities raises FY25 guidance and CDMO business outlook.
Share Price Movement
With a market capitalization of Rs. 10,216.83 Crores, the shares of Ami Organics Limited were down by 1.26 percent in the day’s trade touching a day’s low of Rs. 2,476.50 per share lower than the previous closing price of Rs. 2,527.65 apiece. It has delivered a multibagger return of 127 percent which has outperformed the Nifty Index in the past year.
CDMO Outlook and Revenue Guidance
The company is confident about strong growth in its CDMO business and expects it to reach Rs. 1,000 crores by FY28, up from Rs. 80 to 90 crores last year. The business has multiple projects in the final stages of development, with commercialization expected by FY26. Given the visibility for Q4FY25, the company has revised its FY25 growth guidance upward from 30 percent earlier to 35 percent.
Capex Plans
Capital expenditure for FY25 stands at Rs. 118 crores, with significant investment in Ankleshwar and solar and electrolyte additive projects. They have secured long-term growth with business visibility until 2040 in its originator, generic, and first-to-file segments.
Diversification to Growth Sectors
Baba Fine Chem is a key investment, the company has its focus on the semiconductor sector to grow and produce photoresist chemicals and other materials for Japan and Korea. The Electrolyte additives are also becoming a significant growth driver, with more than 12 additives developed for battery cell manufacturers.
Q3YF25 Financial Highlights
The financial results for the quarter ending December 2024, Ami Organics consolidated revenue from operations has increased by 65.66 percent year on year from Rs. 166 crore in Q3FY24 to Rs. 275 crore in Q3FY25 and increased by 11.33 percent quarter on quarter from Rs. 247 crore in Q2FY25.
The company’s consolidated net profit has increased by 150 percent year on year from Rs. 18 crores in Q3FY24 to Rs. 45 crores in Q3FY25. As compared to Q2FY25, the company’s net profit has increased by 18.42 percent quarter on quarter from Rs. 45 crore.
Business Segments
The company earns its revenue from Custom Synthesis and manufacturing of specialty chemicals with applications in Pharmaceutical API and others as its sole segment.
Ace Investor Stake
As of December 2024, Ace Investor Ashish Kacholia holds around 1.84 percent and kept consistent from September 2024.
Company Overview
Ami Organics Limited was established in 2010. It is an R&D-driven manufacturer of specialty chemicals, advanced pharmaceutical intermediates, and APIs. They focus on New Chemical Entities, agrochemicals, and fine chemicals, with products supplied to over 500 customers across 50 countries
Written By Santhosh S
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