Tag: pharma

  • A Portfolio of Good Medicine

    Dear Investors, Which Industry, other than IT Services, is India globally competitive? In which industry are Indian products of high quality and reasonable cost on a global scale? Which is the sector likely to do extremely well given today’s uncertainties? The answer is – the Indian Pharma Sector. JainMatrix Investments identified the pharma sector as…

  • Eris Lifesciences (IPO) is Strong on B2D

    Date 15th June; IPO Open 16-20th June at Rs. 600-603 Valuations: P/E 34.3 times TTM, P/B 15.4 times Mid Cap: Rs. 8,300 crore Mkt cap Industry – Pharma sector Advice: Investors can BUY with a 2 year perspective Overview: Eris is an Ahmedabad based firm that develops, manufactures and sells branded pharma products from the…

  • Thyrocare IPO – Wellness for your Wealth

    Date 26th April 2016 Price range: Rs. 420-446 and application period: 27-29th April 2016 Industry: Healthcare – Diagnostics Mid Cap with Rs 2400 cr Mkt Cap Advice: BUY with a 2-3 year perspective  Summary Overview: Thyrocare is a top 4 player in the pan-India diagnostic lab companies. Revenue, EBITDA and PAT have grown 23.7%, 19.4%…

  • Dr Lal Pathlabs IPO – Essential Services are an Essential Buy

    Date 9th Dec 2015 Price range: Rs. 540-550 and application period: 8-10th Dec Industry: Pharma – Diagnostic services Mid Cap – Rs 4550 cr Mkt Cap  Advice: Retail Investors can BUY with a 2-3 year perspective Summary Overview: DLP is provider of diagnostic and related healthcare tests and services. DLP’s Revenue, EBITDA and EPS have…

  • Alkem Labs IPO

    Dear Reader, The IPO season in India continues with another bunch of offerings planned in December 2015. We have created a new IPO report on Alkem Labs. It is the first large pharma company IPO in over 10 years. Its got a lot going for it. At the same time, the criticism can be on the…