Saturday, April 26, 2014

Granules India Limited - RESULTS - For - Q4 FY 14 and FY 14 - Impressive Performance - Net Sales up 43% in FY 14; Net Profits up 131% in FY 14;



GRANULES INDIA LIMITED

RESULTS FOR Q4 & FY 14


Granules India Ltd has delivered excellent results for the quarter and year ending March,2014.
Highlights for FY 14

Net Sales Rs.1096 Cr; an increase of 43% compared to Rs.764 cr in FY 13.Net Sales was Rs.318 cr in Q4 FY 14 against Rs.204 cr in Q4 FY 13 and Rs.284 cr in Q3 FY 14.

EBITDA :Rs.163 cr; an increase of 87% compared to Rs.87 cr in FY 13

PBT :Rs.112 cr, an increase of 143% compared to Rs.46 cr in FY 13. The same was Rs.33.2 cr in Q4 FY 14 against Rs.18 cr in Q4 FY 13 and Rs.33.6 Cr in Q3 FY 14

Net Profits :Rs.75 cr; an increase of 131% compared to Rs.33 cr in FY 13.The same was Rs.23.63 cr in Q4 FY 14; against Rs.12.41 cr in Q4 FY 13 and Rs.21.8 cr in Q3 FY 14.

Basic EPS :Rs.37.20 per share compared to Rs.16.21 in FY 13. The same was Rs.11.68 in Q4FY14; against Rs.6.18 in Q4 FY 13 and Rs.10.80 in Q3 FY 14. (against Face value of Rs.10). 

If Q4 EPS of Rs.11.68 is annualised, it will stand at Rs.46.72. At the current Market price of Rs.315.25, the Price Earnings Ratio will stand at just 6.75 which leaves good scope for price appreciation.

Paid up Equity is Rs.20.28 cr and share of public holding is 51.14%.

Q4 Sales amounts to Rs.317 cr, its highest revenue in a quarter., 55% higher than Q4FY 13 – and it marks the sixth consecutive of Higher Sequential Sales.

Consolidated Q 4 Net Profit surged 90.33% to Rs 23.62 crore on 55.33% growth in total income from operations to Rs 317.47 crore in Q4 March 2014 over Q4 March 2013.

The Net profit Margin improved by 261 basis points to 6.9%.


Granules India has recommended a final dividend of Rs 3.50 per share for FY 2014. 

Revenue growth Pattern : 

On a standalone Basis, the finished dosage business contributed the largest share of Revenue  at 35% while PFI and API contributed 33% and 32% respectively. 

In addition to strong Revenue Growth, profitability margins expanded in the fiscal year. EBITDA grew 87% to Rs.163 cr in FY 14. The margin expanded 345 basis points to 14.8% During Q4 FY 14, the EBITDA Margin was 16.2%, the Highest for the year and an improvement of 227 basis points as compared to the corresponding quarter in FY 13.


The growth in FY 2014 was driven by strong performance across all manufacturing facilities including the company's Chinese JV. The primary growth driver in FY 2014 was led by the company's commercialization of its PFI and Finished Dosage expansion at the Gagillapur facility. The company improved utilization in the newly expanded facility throughout the year and expects to continue improvement utilization in the future. In addition, the API facilities continued to increase production which contributed to strong sales, the company said in a statement. 

Commenting on the company's financial performance, Krishna Prasad, MD, Granules India said, "The past fiscal year was exciting for Granules. We were able to increase sales while improving profitability due to our relentless focus on delivering high-quality material at a cost-effective price. We believe our product portfolio offers compelling opportunities and we will continue to strengthen our leadership position. In addition to growing our core business, we have been looking at opportunities to diversify our sales by leveraging our core competency of efficient manufacturing. In FY 2014, Granules made its first acquisition by purchasing Auctus Pharma. The acquisition of Auctus fits into our strategy of being a fully integrated manufacturer while diversifying our product portfolio by adding high-value products with significant market demand. In the short-to-midterm, we will focus on selling APIs from the Auctus portfolio to customers in the regulated markets. Over the long-term, we will add value by offering finished dosages from select APIs in the same portfolio. While we're certainly happy with the progress we made in FY 2014, we have our eyes toward the future. We will continue to strengthen our model and build systems that are sustainable as we continue to scale-up". 

Granules India has recommended a final dividend of Rs 3.50 per share for FY 2014. 

On a standalone Basis, the finished dosage business contributed the largest share of Revenue  at 35% while PFI and API contributed 33% and 32% respectively. 

In addition to strong Revenue Growth, profitability margins expanded in the fiscal year. EBITDA grew 87% to Rs.163 cr in FY 14. The margin expanded 345 basis points to 14.8% During Q4 FY 14, the EBITDA Margin was 16.2%, the Highest for the year and an improvement of 227 basis points as compared to the corresponding quarter in FY 13.


About Granules India Ltd :

Granules India is a fast growing pharmaceutical manufacturing company with world class facilities. The company produces finished dosages (FDs), pharmaceutical formulation intermediates (PFIs) and active pharmaceutical ingredients (APIs). 

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