KOPRAN LTDLong
KOPRAN - VALUE PICK
Kopran - Growth Triggers - From Q2, most of the recent CAPEX is coming online.
Full impact of the results will be seen in Q3 along with Margin Improvement due to softening of Raw Material prices and it will start trending higher.
Panoli site:
Commercial production is expected to commence in September 2022
Mahad site:
Non-sterile Facility
Phase 1 completed by Q4 2021
Phase 2 to be completed by June 2022
Products to be commercialised in 2022-23
◊ Tebipenem
◊ Faropenem
◊ Imipenem NS
◊ Ertapenem
◊ Apixaban
◊ Clopidogrel
◊ Rosuvastatin
◊ Montelukast
◊ Duloxetine Pellets 17%, 21.5%
◊ Venlafaxine Pellets 33%
◊ Dexlansoprazole Pellets 20%, 23%
Promoters and other notable investors had participated in Preferential Share Allotment at 255 Rs.
At current price 183 Kopran is available at PE: 14, EVEBITDA: 9, ROCE: 25.
Full impact of the results will be seen in Q3 along with Margin Improvement due to softening of Raw Material prices and it will start trending higher.
Panoli site:
Commercial production is expected to commence in September 2022
Mahad site:
Non-sterile Facility
Phase 1 completed by Q4 2021
Phase 2 to be completed by June 2022
Products to be commercialised in 2022-23
◊ Tebipenem
◊ Faropenem
◊ Imipenem NS
◊ Ertapenem
◊ Apixaban
◊ Clopidogrel
◊ Rosuvastatin
◊ Montelukast
◊ Duloxetine Pellets 17%, 21.5%
◊ Venlafaxine Pellets 33%
◊ Dexlansoprazole Pellets 20%, 23%
Promoters and other notable investors had participated in Preferential Share Allotment at 255 Rs.
At current price 183 Kopran is available at PE: 14, EVEBITDA: 9, ROCE: 25.
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