Granules India is a global pharmaceutical manufacturing company with facilities in India and China through joint ventures. It has active pharmaceutical ingredients, pharmaceutical formulation intermediates, and finished dosage manufacturing capabilities. Granules aims to be a global leader in pharmaceutical manufacturing through process innovation and efficiencies. It has over 1,600 employees and annual revenue of $180 million in 2014 from sales in North America, Europe, Latin America, India, and other regions.
Granules India is our typical Multibagger stock, but a Stock
which is a Good Investment due to the enormous growth
opportunities due to increasing capacity and It has a
differentiated business model which will deliver superior
returns in the long run.
Core Investment Thesis :
The company is in pharma space which has been growing at a
fast clip due to rising generics in the developed world as
governments globally are trying to cut healthcare cost. The
company has been a strong player in the API segment with
good pricing power in the commoditized market.
Aarti Drugs (ADL) is a part of well known Aarti group of industries. The Company is engaged in the manufacturing of Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, Specialty Chemicals and also manufactures formulations through its wholly-owned subsidiary- Pinnacle Life Science Private Limited.
The company has a long standing track record in the bulk drugs industry and has been supplying products to demanding domestic and international customers.
Promoted by Mr. Venkat Jasti, Suven is one of the very few companies in India focused on new drug discovery on its own and in partnership with several innovator companies.
The Hyderabad based company basically focuses on CRAMS (contract research and manufacturing services) and assists global innovators in drug development by supplying intermediates for relevant new chemical entities (NCEs) during the clinical phase of drug development. The projects undertaken by the Company include process research, custom synthesis and intermediate manufacturing.
We are looking at Suven from long term investment perspective as drug discovery in itself is a very long cycle. As explained in the business section below, we believe movement of only few projects of the company to higher phases or to commercialization phase can result in substantial increase in sales of the company. Also, while new drug discovery has very low probability of success, more so in the case of CNS, we believe there can be good upside if the company’s SUVN-502 is able to successfully move to Phase III of clinical trials
Dynemic Products is India’s leading manufacturer and exporter of complete range of Food colours, Lake colours, Blended colours, & US-FDA certified FD&C colours & Dye Intermediates.
Granules India is our typical Multibagger stock, but a Stock
which is a Good Investment due to the enormous growth
opportunities due to increasing capacity and It has a
differentiated business model which will deliver superior
returns in the long run.
Core Investment Thesis :
The company is in pharma space which has been growing at a
fast clip due to rising generics in the developed world as
governments globally are trying to cut healthcare cost. The
company has been a strong player in the API segment with
good pricing power in the commoditized market.
Aarti Drugs (ADL) is a part of well known Aarti group of industries. The Company is engaged in the manufacturing of Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, Specialty Chemicals and also manufactures formulations through its wholly-owned subsidiary- Pinnacle Life Science Private Limited.
The company has a long standing track record in the bulk drugs industry and has been supplying products to demanding domestic and international customers.
Promoted by Mr. Venkat Jasti, Suven is one of the very few companies in India focused on new drug discovery on its own and in partnership with several innovator companies.
The Hyderabad based company basically focuses on CRAMS (contract research and manufacturing services) and assists global innovators in drug development by supplying intermediates for relevant new chemical entities (NCEs) during the clinical phase of drug development. The projects undertaken by the Company include process research, custom synthesis and intermediate manufacturing.
We are looking at Suven from long term investment perspective as drug discovery in itself is a very long cycle. As explained in the business section below, we believe movement of only few projects of the company to higher phases or to commercialization phase can result in substantial increase in sales of the company. Also, while new drug discovery has very low probability of success, more so in the case of CNS, we believe there can be good upside if the company’s SUVN-502 is able to successfully move to Phase III of clinical trials
Dynemic Products is India’s leading manufacturer and exporter of complete range of Food colours, Lake colours, Blended colours, & US-FDA certified FD&C colours & Dye Intermediates.
Sun pharma financial analysis 2008-2017Kushal Shah
This is the financial analysis of sun pharmaceutical india ltd..financial analyis is use for check all the profits and loss during 10 years.pharmaceutical sector affects on a particular pharma company.chages in corporate governance and csr activity can affect more on this analysis.some of the major ratios can affect on shareholders,competitiors.share holders watch it and buy and sell sun pharma companies share.so comment below after watch this ppt.thank you.
Research Report on Abbott India Ltd. on the basis of Company Profile, Management, Shareholding Pattern, SWOT Analysis, Competitive Analysis, and Way forward.
WealthZap Research Services-Cadila Heathcare Ltd MultiBagger Recommendation f...Saurabh
CHL is our typical Multibagger stock, but a Stock which is a Good Investment under current Market conditions. It has a presence in a space which offers enormous potential and is also trading at reasonable valuations which will deliver superior returns in the long run.
Core Investment Thesis :
The company is in healthcare space and is one of the fastest growing pharma companies among top-10 domestic peers. It currently ranks as the 4th largest pharmaceutical company in India with a market share of ~4.2%, based on domestic sales of formulations.
Sun Pharma - Ranbaxy Merger PresentationDeepak Shenoy
SunPharma and Ranbaxy merge in 2014 to create India's largest and the world's fifth largest pharma company. The merger, which is all stock, will give Ranbaxy shareholders 0.8 Sun Pharma shares for each share they own.
Sun pharma financial analysis 2008-2017Kushal Shah
This is the financial analysis of sun pharmaceutical india ltd..financial analyis is use for check all the profits and loss during 10 years.pharmaceutical sector affects on a particular pharma company.chages in corporate governance and csr activity can affect more on this analysis.some of the major ratios can affect on shareholders,competitiors.share holders watch it and buy and sell sun pharma companies share.so comment below after watch this ppt.thank you.
Research Report on Abbott India Ltd. on the basis of Company Profile, Management, Shareholding Pattern, SWOT Analysis, Competitive Analysis, and Way forward.
WealthZap Research Services-Cadila Heathcare Ltd MultiBagger Recommendation f...Saurabh
CHL is our typical Multibagger stock, but a Stock which is a Good Investment under current Market conditions. It has a presence in a space which offers enormous potential and is also trading at reasonable valuations which will deliver superior returns in the long run.
Core Investment Thesis :
The company is in healthcare space and is one of the fastest growing pharma companies among top-10 domestic peers. It currently ranks as the 4th largest pharmaceutical company in India with a market share of ~4.2%, based on domestic sales of formulations.
Sun Pharma - Ranbaxy Merger PresentationDeepak Shenoy
SunPharma and Ranbaxy merge in 2014 to create India's largest and the world's fifth largest pharma company. The merger, which is all stock, will give Ranbaxy shareholders 0.8 Sun Pharma shares for each share they own.
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Present Status and Scope of Pharmaceutical industry in IndiaMadhuraNewrekar
The Indian pharmaceutical industry came into existence in 1901, when Bengal Chemical & Pharmaceutical Company started its maiden operation in Calcutta.
The next few decades saw the pharmaceutical industry moving through several phases, largely in accordance with government policies. The development, present status and scope of pharmaceutical industry in India.
2. Vision
To be the global leader in pharmaceutical
manufacturing by process innovation and
unparalleled efficiencies
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3. About Us
• Granules is a pharmaceutical manufacturing company with Active Pharmaceutical
Ingredients (API), Pharmaceutical Formulation Intermediates (PFI) and Finished Dosage
(FD) facilities
• A leader in several key drugs including Paracetamol, Ibuprofen, Metformin,
Guaifenesin and Methocarbamol
• Founded in 1984
• Publicly traded on the Bombay Stock Exchange (532482) and National Stock Exchange
(GRANULES)
• Revenue in FY14 is Rs. 1,096 Cr. ($180 million)
• Workforce: 1,660
• 2 Joint-Ventures, one with Hubei Biocause, China and another with Ajinomoto
OmniChem, Belgium
• Acquired Auctus Pharma, an API manufacturer, in FY14
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4. Core Business Strategy
• Significant market share with large volumes in strategic molecules
• Fully integrated in key molecules from APIs to Finished Dosages
• Regulatory Filings (ANDAs/Dossier) for Global Markets
• Partner with market leaders
• Customer specific capacity allocation
• Unparalleled efficiencies
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5. Infrastructure Overview
• Granules has five facilities as well as two additional facilities through its JVs
• Granules’ Facilities (5)
1. Gagillapur – Finished Dosage and PFI
2. Bonthapally – Dedicated Paracetamol API Facility
3. Jeedimetla – Multi-Product API and PFI Facility
4. Bonthapally (Auctus) – Intermediate Facility
5. Vizag (Auctus) – Multi-Product API Facility
• JV Facilities (2)
1. Jingmen (Granules Biocause) – Dedicated Ibuprofen API Facility
2. Vizag (Granules OmniChem) – Multi-Product API Facility
• Total Capacity
– API – 22,760 TPA
– PFI – 14,400 TPA*
– Finished Dosages – 18 Billion Units*
* Varies as per Product mix
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6. Gagillapur
• Finished Dosage and PFIs (Pharmaceutical Finished Intermediates)
• PFI Capacity: 13,200 TPA
• Finished Dosage Capacity:
– Tablet/Caplet – 18 billion units / Press-Fits – 500 million units
– Coating – 18 billion units
– Bulk Packing – As Needed / Bottle Packing – 4 billion units / Blister – 3.2 billion units
• Capabilities:
– 6 MT PFI Batch Size
– High Shear & Fluid Bed Granulation
– Pilot Facility with Geometrical Scale-Up
• Regulatory Approvals:
– U.S. FDA, EDQM, TGA, GHCA
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7. Bonthapally
• Dedicated Paracetamol API Facility
• API Capacity: 14,400 TPA
• Capabilities:
– 5 Paracetamol Grades
– 5.2 Ton Batch Size
• Regulatory Approvals:
– U.S. FDA, EDQM, WHO GMP, ISO 14001:2004 and OHSAS 18001:2007
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8. Jeedimetla
• Multi-Product API and PFI Facility
• API Capacity:
– Metformin: 2,000 TPA / Guaifenesin: 1,200 TPA / Methocarbamol: 360 TPA
• PFI Capacity: 1,200 TPA
• Capabilities:
– 1.2 Ton PFI Batch Size
• Regulatory Approvals:
– U.S. FDA, KFDA, TGA, EDQM
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9. Jingmen
• Dedicated Ibuprofen API Facility
• Operated by Granules Biocause (50:50 JV)
• API Capacity: 4,800 TPA
• Regulatory Approvals:
– U.S. FDA, MHRA, EDQM, TGA, KFDA, Russian Health Authority and Health Canada
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10. Granules OmniChem
• Multi-Product API Facility
• Operated by Granules OmniChem(50:50 JV)
• Focused on CRAMs
• Validation in process, commercialization is expected in the second half of FY15
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11. Auctus Pharma
• In 2013, Granules announced the acquisition of Auctus Pharma, the deal closed in
February 2014
• Auctus has an API site in Vizag and an intermediate site in Hyderabad
• Currently manufactures 20 APIs in several therapeutic sectors such as
Antihistaminic, Antihypertensive, Antithrombotic and Anticonvulsant
• API site is approved by U.S. FDA, EDQM, Health Canada, KFDA and WHO-GMP
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13. FY14 Revenue by Geography
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North America,
30%
Europe, 29%
Latin America,
15%
India, 13%
AMEA, 13%
14. FY14 Revenue by Business Vertical
14
API, 32%
PFI, 33%
FD, 35%
15. Granules Leadership TeamMr. C. Krishna Prasad – Managing Director
Mr. Prasad is the Founder of Granules and has three decades of experience in the pharmaceutical industry. In 1984, he set up
Paracetamol manufacturing facility, which has become one of the world’s reputed manufacturers of Paracetamol in Regulated
Markets. Mr. Prasad pioneered and popularized the concept of Pharmaceutical Formulations Intermediates (PFIs) as a cost
efficient product for global formulations manufacturers.
Mr. Harsha Chigurupati – Executive Director
Mr. Chigurupati has been with Granules since 2005 and served as CMO from 2006-2010. As CMO, Mr. Chigurupati was
instrumental in commercializing the Company’s Finished Dosage Division and also changed the Company’s focus to marquee
customers in the regulated markets. As the Executive Director, Mr. Chigurupati is responsible for the standalone operations of
Granules India including the P&L
Mr. Madhusudan Rao – Chief Operating Officer
Mr Madhusudan has over two decades of experience with global pharmaceutical companies. He previously served as COO of
Global Generics at Orchid Pharmaceuticals where he was responsible for entire operations of Global generics and CRAMS
businesses. Prior to that, Mr Rao worked at Dr. Reddy’s where he held various positions in Global Generics Portfolio
Management ; Global Regulatory Affairs and Compliance; API - New Product Development and Corporate Quality Assurance
Mr. VVS Murthy – Chief Financial Officer
Mr. Murthy has three decades of finance experience across various industries including nearly two decades in
Pharmaceuticals. Mr. Murthy previously was Group Chief Financial Officer at Dishman Pharmaceuticals which encompassed
Indian operations and 9 international operations. Prior to that, Mr. Murthy was VP – Finance at Dr. Reddy’s where he had
extensive roles including several international M&A transactions
Mr. Stefan Lohle – Chief Marketing Officer
Mr. Lohle has over two decades of experience in the Pharmaceutical industry. Mr Lohle has been associated with Granules
since 2001 and previously was Head of Latin American Operations, where he primarily focused on the PFI Business. Mr Lohle
previously served at Kimberly Clark Corporation for New Project Development.
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