Gujarat Themis Biosyn is principally engaged in the business pertaining to manufacturing of pharmaceuticals and medicinal chemicals. Pioneer in manufacturing Rifampicin The Company entered into Technical & Financial collaboration with Yuhan Corporation, South Korea. With Yuhan’s know-how, GTBL became India’s first Company to start commercial production of Anti-tuberculosis drug Rifampicin.
Product Portfolio The Co. is presently manufacturing Rifamycin S, which is an intermediate for manufacturing the drug Rifampicin, and Rifamycin O, which is an intermediate for manufacturing the drug Rifaximin. The production capacity of Rifamycin S is 10,000 kgs/month and that of Rifamycin O is 6,000 kgs/month.
Change in Business Model The Company which was doing Job Work for other pharma companies with fixed contracted price changed its business model in FY20 from contract manufacturing to manufacturing and sales model. This seems to have changed the margin profile from ~18% to ~30%.
Manufacturing Facility The Co. has a state-of-the-art manufacturing facility at Vapi, Gujarat.
Market Cap ₹ 943 Cr. Current Price ₹ 649 High / Low ₹ 921 / 362 Stock P/E 16.8 Book Value ₹ 92.2 Dividend Yield 0.93 % ROCE 66.8 % ROE 50.4 % Face Value ₹ 5.00 Debt ₹ 1.23 Cr. EPS ₹ 38.6 PEG Ratio 0.29 Promoter holding 75.0 % Intrinsic Value ₹ 621 Pledged percentage 0.00 % EVEBITDA 11.8
Company has reduced debt. Company is almost debt free. Company is expected to give good quarter Company has delivered good profit growth of 58.4% CAGR over last 5 years Company has a good return on equity (ROE) track record: 3 Years ROE 56.0%
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Thank you for sharing such detailed information about Gujarat Themis Biosyn. It's great to see how the company has made significant strides in the pharmaceutical industry, particularly in the manufacturing of Rifampicin, with the help of Yuhan Corporation, South Korea.
It's impressive to note that the company has changed its business model to a manufacturing and sales model, which has resulted in an increase in margin profile from ~18% to ~30%. Also, the company has a state-of-the-art manufacturing facility at Vapi, Gujarat, which is definitely a key asset for its growth.
Furthermore, the company's financial health seems to be robust, as it is almost debt-free and has a good return on equity (ROE) track record. Additionally, with the expected good quarter and consistent profit growth over the last 5 years, it is no wonder that the company's market cap has increased to ₹ 943 Cr.
Overall, Gujarat Themis Biosyn appears to be a well-managed company with a promising future, and it's exciting to see how they will continue to grow and innovate in the pharmaceutical industry.
It's impressive to note that the company has changed its business model to a manufacturing and sales model, which has resulted in an increase in margin profile from ~18% to ~30%. Also, the company has a state-of-the-art manufacturing facility at Vapi, Gujarat, which is definitely a key asset for its growth.
Furthermore, the company's financial health seems to be robust, as it is almost debt-free and has a good return on equity (ROE) track record. Additionally, with the expected good quarter and consistent profit growth over the last 5 years, it is no wonder that the company's market cap has increased to ₹ 943 Cr.
Overall, Gujarat Themis Biosyn appears to be a well-managed company with a promising future, and it's exciting to see how they will continue to grow and innovate in the pharmaceutical industry.