Indian Pharma - Poised for Growth in 2020

With the virus taking many lives the focus will be back on Pharma and Indian companies are poised for a big spurt in business.

The following is the list of companies to keep on investors radar

For our research and calls get in touch with us

Raghav

Equity Analyst

Smart Investor

BANGALORE 560084

www.twitter.com/smartinvestor

Telegam https://t.me/smartinvestr

Natco Pharma - Buy on declines

Company Background

Natco Pharma Limited is a pharmaceutical company. The Company is engaged in developing, manufacturing and marketing finished dosage formulations (FDF) and active pharmaceutical ingredients (APIs). The Company's segments include active pharmaceuticals ingredient, finished dosage formulations, job works, pharmacy and others. 

The Company's product categories include Domestic Formulations, International Formulations, API's and Blockbusters. The Company's products include Alphalan, Bandrone, Bendit, Clokeran, Lenalid, Thioplan, Anastronat, Capnat, Fulvenat, Kabanat, Natdox-LP, Rapact, Temonat, X-Trant, Glatimer, Hepcinat, Natdac, Natzold, Tigi, Alprazolam, Chloroquine Phosphate, Lansoprazole, Letrozole, Granisetron, Rizatriptan IR, Imatinib, Salmeterol Xinafoate, Sertraline Form I, Ibandronate Sodium Monohydrate, Pantoprazole Sodium Sesquihydrate, Ondansetron Hydrochloride (Injectable Grade), Daclatasvir and Glatiramer Acetate. The Company manufactures over 20 products under contract.

Stock Performance:
During the last one year the scrip has given a decent 128% return jumping from 453 to current 923 after touching Rs.1015 levels which is 52 week high.

Recommendation :
Buy on declines of around Rs.700 and hold for a target price of Rs.1000 holding period of 12 months

Raghav
Research Analyst

Smart Investor 
Equity Research

No.24 Pattamal Plaza
3rd Cross Kammanahalli
BANGALORE 560084
Smart Investor
Smart Investor

Mail - intellinvestor@gmail.com
Whatsapp - 9880080321

Lupin Limited - Avoid

I was attracted last year by impressive product range and fundamentals. Alas i bought around 1625 and exited around 1540 after holding for few months !

Company Background :-
Lupin Limited is a pharmaceutical company. The Company is engaged in producing, developing and marketing a range of branded and generic formulations, biotechnology products and active pharmaceutical ingredients (APIs) across the world.

The Company offers products in the cardiovascular, diabetology, asthma, pediatrics, central nervous system, gastro-intestinal, anti-infectives and non-steroidal anti-inflammatory drug therapy areas. The Company also offers solutions in the anti-tuberculosis (anti-TB) and cephalosporins therapy areas.

The Company along with its subsidiaries has manufacturing locations spread across India, Japan, the United States, Mexico and Brazil. It has a pipeline of biosimilars addressing therapies, such as oncology, anti-inflammatory, anti-viral, rheumatoid arthritis, endocrinology, diabetes, ophthalmology and women's health.

The Company's products include Antara, Methergine, Methylphenidate, Glumetza, Gluconorm, Tonact, Rcinex and Ramistar, among others.

For more info about company - www.lupinpharmaceuticals.com

Stock Performance :
Not going anywhere - gets support around INR 1400 and struggling to get past 1600

Future Outlook :
Pharma industry is under cloun many blue chips are languishing and for the next year or 18 Months we do not expect any spectacular movement

Avoid