India has been traditionally quite strong in the pharma sector, with a low cost of manufacturing i.e., 30 percent- 35 percent lower than in the US and Europe, cost-efficient R&D, about 87 percent less than in developed markets, and cheap skilled labor. This makes India the top manufacturing hub for pharmaceuticals
Here are some pharmaceutical companies in which Ace Investors have invested and hold a stake.
Ami Organics
AMI Organics (AMI) is one of the leading research and development-driven manufacturers of specialty chemicals, focused on the development and manufacturing of advanced pharmaceutical intermediates for regulated and generic active pharmaceutical ingredients, New Chemical Entities, and key starting materials for agrochemical and fine chemicals.
With a market capitalization of Rs. 4,056 Crores, the shares of Ami Organics Limited were trading at Rs. 1,087 down 1.09 percent from its previous day’s close price of Rs. 1099.
Ace Investor Ashish Kacholia Holds a 2.11 percent stake in the company consisting of 7.76 lakh equity shares. He made an entry into this company in the September 2021 Quarter by purchasing a 1.35 percent stake consisting of 4.91 lakh equity shares.
Its revenue from operations grew by 18.57 percent from Rs. 520 Crores in FY22 to Rs. 617 Crores in FY23, accompanied by profits of Rs. 72 Crores to Rs. 83 Crores.
It has reported a return on equity (ROE) of 15 percent and a return on capital employed (ROCE) of 20.6 percent, it is making good returns on its equity and capital employed.
Neuland Laboratories
Neuland Laboratories Limited is engaged in manufacturing and supplying bulk drugs catering to both domestic and international markets. It manufactures APIs and end-to-end solutions for the pharmaceutical industry’s needs.
With a market capitalization of Rs. 8,348 Crores, the shares of Neuland Laboratories Limited were trading at Rs. 6,491.15 up 1.12 percent from its previous day’s close price of Rs. 6,419.55.
Ace Investor Mukul Agrawal holds a 3.12 percent stake in the company consisting of 4 lakh equity shares. He made an entry into this company in the September 2020 Quarter by purchasing a 1.64 percent stake consisting of 2.10 lakh equity shares.
Its revenue from operations grew by 25.25 percent from Rs. 951 Crores in FY22 to Rs. 1,191 Crores in FY23, accompanied by profits of Rs. 64 Crores to Rs. 164 Crores.
It has reported a return on equity (ROE) of 17.9 percent and a return on capital employed (ROCE) of 20.8 percent, it is making good returns on its equity and capital employed.
Strides Pharma Science
Strides Pharma Science is engaged in the business of development and manufacturing of pharmaceutical products. It operates through 2 business segments i.e., pharmaceutical and bio-pharmaceutical.
With a market capitalization of Rs. 7,269 Crores, the shares of Strides Pharma Science Limited were trading at Rs. 788 up 3.37 percent from its previous day’s close price of Rs. 762.30.
Ace Investor Mukul Agrawal took a fresh stake in the company in the December 2023 quarter by purchasing a 1.52 percent stake consisting of 14 lakh equity shares.
Its revenue from operations grew by 20.13 percent from Rs. 3,070 Crores in FY22 to Rs. 3,688 Crores in FY23, accompanied by a decreasing loss of Rs. 474 Crores to Rs. 212 Crores.
It has reported a return on equity (ROE) of -8.36 percent and a return on capital employed (ROCE) of -0.23 percent, it is not good returns on its equity and capital employed, as it is not able to generate adequate and consistent profits.
Glenmark Pharmaceuticals
Glenmark Pharmaceuticals Limited is a research‐led, global pharmaceutical company, having a presence across Branded, Generics, and OTC segments, with a focus on therapeutic areas of respiratory, dermatology, and oncology.
With a market capitalization of Rs. 22,628 Crores, the shares of Glenmark Pharmaceuticals Limited were trading at Rs. 800.35 down 3.83 percent from its previous day’s close price of Rs. 832.50.
Ace Investor Ashish Dhawan holds a 2.55 percent stake in the company consisting of 72 lakh equity shares. He made an entry into this company in the March 2019 Quarter by purchasing a 1.06 percent stake consisting of 30 lakh equity shares.
Its revenue from operations grew by 5.57 percent from Rs. 12,305 Crores in FY22 to Rs. 12,990 Crores in FY23, accompanied by profits of Rs. 994 Crores to Rs. 377 Crores.
It has reported a return on equity (ROE) of 5.44 percent and a return on capital employed (ROCE) of 14.2 percent, it is making decent returns on its equity and capital employed.
Written by: Bharath K.S
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
