Monday, November 5, 2012

VENUS REMEDIES - RESULTS FOR - Q2 FY 2013 - Q/E SEP 2012 - Sales up 15.3%; Net Profit Up 28.34 % YoY - FUTURE LOOKS PROMISING


VENUS REMEDIES

RESULTS FOR Q2 FY 2013
Q/E SEP 2012

Sales up 15.3%; Net Profit Up 28.34 % YoY


VENUS REMEDIES has declared GOOD RESULTS for the  second quarter ending  SEP, 2012.

Gross Sales  for Q2,FY 13 stands at Rs.110.66 Cr; down by -1.52% from Q1 FY 13 (Rs.112.38 Cr); and up by 15.37% from Q2 FY 12 (Rs.95.92 Cr).

Total Income (Less :Excise Duty)        for Q2,FY 13 stands at Rs.110.41 Cr down by -1.45% from Q1 FY 13 (Rs.112.034 Cr) ; and up by 15.3% from Q2 FY 12 (Rs.957.6 Cr).

Total Income for Q2,FY 13 stands at Rs.110.813 Cr down by -1.56% from Q1 FY 13 (Rs.112.572 Cr); and up by 15.3% from Q2 FY 12 (Rs.9.611 Cr).

Raw Materials   for Q2,FY 13 stands at Rs.65.218 Cr down by -0.03% from Q1 FY 13 (Rs.65.237 Cr); up by 24.51% over Q2 FY 12 (Rs.52.38 Cr)
Total expense  for Q2,FY 13 stands at Rs.90.001 Cr down by   -0.68% from Q1 FY 13 (Rs.90.621 Cr);but up by 17.12% from Q2 FY 12 (Rs.76.845 Cr)    
                                                             
Profit  from operations           for Q2,FY 13 stands at Rs.20.812 Cr down by  -5.19% from Q1 FY 13 (Rs.21.951 Cr); and up by 8.03% from q2 FY 12 (Rs.19.265 cr)

Profit before  Interest              for Q2,FY 13 stands at Rs.21.081 Cr down by -4.51% from Q1 FY 13 (Rs.22.077 Cr);and up by 9.22% from Q2 FY 12 (Rs.19.301 cr).

Finance Costs                 for Q2,FY 13 stands at Rs.5.372 Cr down by -29.46 % from Q1 FY 13 (Rs.7.615 Cr); and also down by -17.05% from Q2 FY 12 (Rs.6.476 Cr).

Profit before  tax for Q2,FY 13 stands at Rs.15.709 Cr; up by 8.62% from Q1 FY 13 (Rs.14.462 Cr); but up by a good 22.49% from Q2 FY 12 (Rs.12.825 Cr)

Tax Expense for Q2,FY 13 stands at Rs.0.617 Cr up by       47.96% from Q1 FY 13 (Rs.0.417 Cr); but down by -42.12% from Q2 FY 12 (Rs.1.066 Cr).

Net Profit for Q2,FY 13 stands at Rs.15.092 Cr ; up by    7.45% from Q1 FY 13 (Rs.14.045 Cr); and up by a GOOD 28.34% from Q2 FY 12 (Rs.11.759 Cr).
                                               
Paid Up Equity stands at Rs.9.742 Cr. Public holding%    in the company is healthy at 66.08%.

Basic EPS for Q2,FY 13 stands at Rs.15.49 on a FV of Rs.10 ;compared to Rs.14.42 in Q1 FY 13; and Rs.12.86 in Q2 FY12.

Basci EPS -  Annualised for Q2,FY 13 stands at Rs.61.97 in Q2 FY 13; against Rs.57.67 in Q1 FY 13;  and Rs.51.45 in Q2 FY 12.

The current Market price is around Rs.309. At this price, the annualized EPS yields a PE Ratio of  4.99.

The YoY Growth is very Good in terms of both sales (15.3%) and net Profits (28.34%).The PE Ratio does not yet seem to discount its future Potential. The company’s market  valuations can be expected to pick up with every quarter.

Given better marketing efforts by the company and given its impressive array of products and Patents, the company can be a good bet for Medium to long term Investors.
          
During the quarter, the company secured its first patent from  Canada for novel antibiotic 'Vancoplus'.  It  has launched its anti-arthritic pain product in India during the quarter. A list of its Patents and other achievements is provided below the results Table.

Venus has three manufacturing units in Panchkula, Baddi and Werne in Germany.


QUARTERLY RESULTS TABLE


VENUS REMEDIES
Q2FY13
%Dif QoQ
Q1FY13
%Dif YoY
Q2 FY12
Gross Sales 
1106.63
-1.52
1123.75
15.37
959.21
Less :Excise Duty
2.52
-26.1
3.41
56.52
1.61
Total Income
1104.11
-1.45
1120.34
15.3
957.6
Other Optg Income
4.02
-25.28
5.38
14.86
3.5
Total Income
1108.13
-1.56
1125.72
15.3
961.1
Raw Materials
652.18
-0.03
652.37
24.51
523.8
Total expense
900.01
-0.68
906.21
17.12
768.45
Profit  from operations 
208.12
-5.19
219.51
8.03
192.65
Other income
2.69
113.49
1.26
647.22
0.36
Profit before  Interest
210.81
-4.51
220.77
9.22
193.01
Finance Costs
53.72
-29.46
76.15
-17.05
64.76
Pront after  Inerest
157.09
8.62
144.62
22.49
128.25
Profit before  tax
157.09
8.62
144.62
22.49
128.25
Tax Expense
6.17
47.96
4.17
-42.12
10.66
Net Profit
150.92
7.45
140.45
28.34
117.59
PdUpEquity
97.42
0
97.42
6.56
91.42
Basic EPS
15.49
7.42
14.42
20.45
12.86
-  Annualised
61.97
7.46
57.67
20.45
51.45
Public holding%
66.08
0.76
65.58
-5.45
69.89


HALF YEARLY RESULTS TABLE

VENUS REMEDIES
HY1FY13
HY1FY12
YoY%
FY12
Gross Sales 
2230.38
1949.96
14.38
4023.91
Less :Excise Duty
5.93
3.65
62.47
7.38
Total Income
2224.45
1946.31
14.29
4016.51
Other Optg Income
9.4
4.88
92.62
35.3
Total Income
2233.85
1951.19
14.49
4051.87
Raw Materials
1304.55
1146.16
13.82
2350.71
Total expense
1806.22
1538.03
17.44
3231.52
Profit  from operations 
427.63
413.16
3.5
820.35
Other income
3.95
0.77
412.99
3.8
Profit before  Interest
431.58
413.93
4.26
824.15
Finance Costs
129.87
125.75
3.28
272.64
Profit after  Interest
301.71
288.18
4.69
551.51
Profit before  tax
301.71
288.18
4.69
551.51
Tax Expense
10.34
34.41
-69.95
51.22
Net Profit
291.37
253.77
14.82
500.29
Reserves
N. A .
N.A.
3,003.48
Basic EPS
29.91
27.76
7.74
51.35
-  Annualised
59.82
55.52
7.74
51.35


ACHIEVEMENTS OF VENUS REMEDIES IN 2 YEARS

DATE                                     HEADLINE

29 Oct 2012 :  Bags first Mexican patent for research product – “Vancoplus®”
28 SEP 2012         Wins Prestigious Patent award in Silver Category for 2011-12 at India-Asia Pacific Pharma Business meet, organized by Pharmaexcil
18 SEP 2012         Wins Manufacturing Leadership Award 2012 for its world class manufacturing and operational excellence at the “Industry 2.0 Manufacturing Innovation conclave 2012”.
10 SEP 2012         Bags First Patent From Canada For its Novel antibiotic adjuvant entity - VANCOPLUS
22 AUG 2012      Launches TROIS, a miracle nano-emulsion for arthritic Pain – in the Indian Markets.
26 Jul 2012           Gets 3rd US patent for its novel antibiotic product -POTENTOX
9 Jul 2012             Introduces for the first time a nano-technolgy based  “Ready-to-Use” Single Vial Docetaxel in the domestic market under brand name - Taxedol
5 Jun 2012           Venus drug to fight resistant superbugs wins US Patent
22 May 2012       Bags another patent grant from South Africa
24 Apr 2012         Venus Remedies with an Innovative Solution for alleviating cancer
10 Apr 2012         “Vancoplus®” gets Patent from Australia
19 Mar 2012        ACHNIL receives BioSpectrum Product of the Year 2012 award
6 Feb2012            To enter Japan market with patent approval for its novel research product ‘Vancoplus’
14 Dec 2011        Wins “Emerging company of the year 2011” award
6 Dec 2011           Wins India Manufacturing Excellence Award 2011
15 Nov 2011        Receives Market Authorisation approval for Meropenem in UK & New Zealand
2 Nov 2011          Wins 2011 Spotlight Award for its Annual Report in San Diego, USA
5 Oct 2011           Pharmexcil felicitates Venus Remedies with patent award in Gold category
29 AUG 2011      Venus Remedies’ anti cancer product DOCETAXEL receives market authorisation in Europe
3 AUG 2011         NOVEL RESEARCH PRODUCT VANCOPLUS RECEIVES US PATENT
11 Jul 2011           Launches patented research product “ACHNIL” in India
24 May 2011       ’ “achnil”, once-a-day painkiller, gets EU patent
11 May 2011       Wins gold medal for trois under dst- lockheed
26 Apr 2011         Successfully completes phase i & ii clinical trials of
4 Apr 2011           Wins qc-100 tqm (total quality management)
17 Mar 2011        Spreads its wings in GCC. first indian company to receive GCC
24 Feb2011         sulbactomax” patent from mexico strengthens venus remedies’ presence in latin america
2 Feb2011            Anti-cancer drug “gemcitabine” gets UK MHRA approval
27 Dec 2010        To expand innovations basket with sulbactomax patent from Russia & Ukraine
8 Dec 2010           Successfully completed phase iii clinical trials of new aminoglycoside molecule
29 Nov 2010        Bagged vancoplus patent from south africa & new zealand
3 Nov 2010          Becomes first india company to get GMP certification from
18 Oct 2010         Secures patents from australia and ukrain for its reseach product “potentox”
28 SEP 2010         Bags compulsory license from thai government for the
14 SEP 2010         Research blockbuster “sulbactomax“ gets EU patent
5 AUG 2010         grant of another market authorization for its carbapenem injection in protugal to german arm of venus remedies limited
20 Jul 2010           Gets GMP accreditation from Sudan for its seven super specialty injectable manufacturing facilities
28 Jun 2010         Enters Australasia region with grant of patent for potentox from New Zealand
15 Jun 2010         US-based lockheed martin foundation, Texas university to assist venus remedies to market ampucare a miraculous wound healing product of the company in us ampucare receives ficci gold medal for best innovation
3 May 2010         Ties up with imtech and panjab univ to develop typhoid detection kits revolutionary kit to bring down typhoid detection time from 48 hours to few minutes
9 Apr 2010           Receives  GMP certification from Botswana
15 Mar 2010        sulbactomax a ceftriaxone sulbactam combination patent granted to venus in India
8 Mar 2010          venus remedies’ fccb holders arrive at amicable settlement
22 Feb2010         venus remedies’  German arm gets approval to market  carbapenem injection in portugal
4 Feb2010            Receives  GMP certification from Ethiopia
12 Nov 2009        venus bags another product patent from south africa for potentox
23 SEP 2009         venus outlicensed “sulbactomax “ to South Korea
8 SEP 2009           First Indian product patent granted to venus remedies for potentox


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