ANUH PHARMA
INVESTOR PRESENTATION
AUGUST 2020
Management
Jasvantlal Shah Chairman & Ind.Director
Bipin Shah Managing Director
VISION :
To be a leading Manufacturer of Active Pharmaceutical ingredients
MD Message :
Q1 was really encouraging. we exceeded our quarterly targets, top line and bottom line targets. We have good order position for 2nd quarter.
API industry is presenting very good opportunities from time to time. Valued at US$170.8 bln dollara in 2019. CAGR GROWTH AT 6.7%.
Our new plant is now 100% operational. We have several products in R&D ready to be commecialized in the new financial year. Govt is giving enormous incentives especially to API to reduce dependence on China. Anuh is taking these opportunities.
We have started 100% production from1st April 2020. We target a growth of 30% in new financial year and very good results.
ANUH is a manufacturer of Macrolides, Anti TB Products, anti bacterial, anti malarial, anti hypertension and cortico steroids
Manufacturing facility at Tarapur. R&D facility at Mahape
48% of revenues from exports in 2019-20
350 customers in 57 countries
Expanded facility for regulated markets started from 21st,Dec,2019
EUGMP/WHO PRE qualified approved mfg facility at Tarapur. Zero liquid discharge company
No raw material problem. largest producer of Erythromycin 1st Gen salts. WHO PQ for anti malaria.
CEP,EU GMP, COFEPRIS AND WHO approvals PQ etc.
Net debt free.
Strong credit rating
Low cost facilities. High capital efficiency.
Attrition Rates very low.
Huge surplus capacity available to increase production and sales
expects to significantly increase market share of corticisteroids
Diversified customer base. Majority of sales from Domestic markets.
Dividend Payments increasing at 6% CAGR
Bonus issue at regular intervals
GROWTH STRATEGY :
expanded faxcility
3 new products ready for validation
high margin cortico steriods in focus
focus on current product approvals pending
New molecule identification.
New therapeutic areas identification
applied for WHO PQ of pyrimethamine
Promoter Group holds 72.12%
Mr.Jaswantlal G.Shah : Chairman
Mr.Bipin N Shah : md
QUARTERLY RESULTS ANALYSIS
|
Anuh Pharma (in Rs. Cr.) |
Jun '20 |
Mar '20 |
Dec '19 |
Sep '19 |
Jun '19 |
YOY |
QOQ |
|
Net Sales |
124.25 |
72.05 |
75.86 |
74.15 |
84.89 |
46.37 |
72.45 |
|
P B T |
22.3 |
-1.62 |
8.45 |
4.35 |
7.98 |
179.45 |
-1476.54 |
|
Tax |
5.58 |
-0.7 |
2.11 |
1.34 |
2.1 |
165.71 |
-897.14 |
|
Net Profit |
16.72 |
-0.92 |
6.34 |
3.01 |
5.87 |
184.84 |
-1917.39 |
|
Equity |
12.53 |
12.53 |
12.53 |
12.53 |
12.53 |
0 |
0 |
|
Basic EPS |
6.67 |
-0.37 |
2.53 |
1.2 |
2.34 |
||
|
MP AT BSE |
377 |
||||||
|
PE |
14.13043 |
||||||
|
Volume |
56,019 |
||||||
|
52 Wk L/H |
97.4 |
388 |
ANNUAL RESULTS DETAILS
|
Annual |
Mar-20 |
Mar-19 |
Mar-18 |
Mar-17 |
Mar-16 |
|
Sales |
306.96 |
320.66 |
238.08 |
206.15 |
326.22 |
|
Total Income |
311.17 |
325.37 |
245.47 |
213.74 |
329.73 |
|
Total Expenditure |
291.23 |
292.8 |
222.01 |
186.11 |
291.75 |
|
Net Profit |
14.31 |
23.37 |
16.51 |
20.05 |
25.8 |
|
Historical Prices |
||||
|
1 yr bef |
Current Price |
%Gain / Loss |
||
|
Open Price |
121.7 |
382 |
213.89 |
|
|
2 yr bef |
||||
|
pen Price |
155.55 |
382 |
145.58 |
|
|
3 yr bef |
||||
|
Open Price |
168 |
382 |
127.38 |
|
|
3 mn bef |
||||
|
Open Price |
147 |
382 |
159.86 |
|
|
Share Holding Pattern in (%) |
||||
|
Standalone |
Mar-20 |
Dec-19 |
Sep-19 |
Mar-19 |
|
Promoters |
72.04 |
72.03 |
72.04 |
71.78 |
|
Pledged |
0 |
0 |
0 |
0 |
|
FII/FPI |
0 |
0 |
0 |
0 |
|
Total DII |
3.47 |
2.26 |
2.3 |
2.73 |
|
Fin.Insts |
0 |
0.01 |
0 |
0 |
|
Insurance Co |
0 |
0 |
0 |
0 |
|
MF |
0 |
0 |
0 |
0 |
|
Others DIIs |
3.47 |
2.25 |
2.3 |
2.73 |
|
Others |
24.5 |
25.7 |
25.67 |
25.49 |
|
Total |
100.01 |
99.99 |
100.01 |
100 |
TECHNICAL RATING
Very Bullish
Valuation
Market Cap (Rs Cr.) : 871.07
P/E : 34.63
Book Value (Rs) : 64.74
Dividend (%) : 55
Industry P/E : 35.94
EPS (TTM): 10.04
Price/Book : 5.37
Face Value (RS) : 5
Action in Anuh Pharma Ltd.
Only Buyers
Only Buyers in Anuh Pharma on BSE
Aug 18, 14:15
Only Buyers
Only Buyers in Anuh Pharma on BSE
Aug 11, 10:36
Only Buyers
Only Buyers in Anuh Pharma on BSE
Aug 10, 10:21
Technicals
Anuh Pharma closes above its 30-Day,50-Day,150-Day,200-Day Moving Average today.
Apr-07
AGM/EGM
Anuh Pharma POM on Mar 17, 2020, Announcement date: Feb 17, 2020
Mar 16, 11:00
No comments:
Post a Comment