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GUJARAT THEMIS BIOSYN LTD.GUJARAT THEMIS BIOSYN LTD.GUJARAT THEMIS BIOSYN LTD.

GUJARAT THEMIS BIOSYN LTD.

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GUJTHEM trade ideas

Based on fibonachi extention , is this a good target point ???ABOUT Incorporated in 1981, Gujarat Themis Biosyn Ltd manufactures and sells finished Active Pharmaceutical Ingredients products by fermentation process KEY POINTS Business Overview Company manufactures pharmaceuticals and medicinal chemicals. It is actively managed by Themis Medicare Ltd. (JV company of Gedeon Richter Ltd, Hungary). GTBL entered into Technical & Financial collaboration with Yuhan Corporation, South Korea, and became India’s first Company to start commercial production of the Anti-tuberculosis drug Rifampicin. Product Profile: a) Rifamycin-S: This is an intermediate for manufacturing drug Rifampicin which is an Anti biotic used for the treatment of several types of bacterial infections, including tuberculosis, Myco. bacterium avium complex, leprosy, Legionnaires' disease, and digestive tract infections. b) Rifamycin O: It is an intermediate for manufacturing drug Rifaximin which is an Anti biotic used for the treatment of traveler's diarrhea, irritable bowel syndrome, and hepatic encephalopathy. Manufacturing Capacity: Company has a production unit at Vapi with an installed capacity for manufacturing up to 16,000 kg/ month. Capex Timeline GTBL is setting up a warehouse and an R&D department at its existing plant located at Valsad. The total cost of the project was Rs.32 crore and the company had incurred Rs. 18 crore towards project execution up to July,22. Currently, the company has expanded the scope of the project by adding more fermenters and setting up an API manufacturing unit at its existing plant. Hence, the total estimated cost of the project has increased to Rs. 183 crs. and the entire project cost is to be funded through internal accruals. The land for the same is already in place and the company has incurred Rs. 30 crs. towards execution of the project through internal accruals up to Jun,23. There is significant progress in project execution by the company. The API block is expected to be commissioned by Oct,23, which is an essential step to move up in the value chain. The first phase of the R&D center and the CGMP pilot facility block is expected to be commissioned by Dec,23. **The company intends to increase the R&D of the entire project commenced in June 2022 and is expected to be completed by FY26. Exports: Company expects Rifaximin to open up in certain parts of Europe in FY23/ FY24; with the rest of the world opening up with the US in FY28-29 Concentration Risk: Company caters to only 2 customers viz. Lupin Limited contributes ~44% of sales and Optrix Laboratories Private Limited contributes a balance ~56% of sales. The company has a ‘take or pay’ agreement with Optrix which is renewed annually and has a 5 yrs. contract with Lupin. GTBL has also entered into a long-term contract of 5 years with Optimus, the biggest consumer of Rifa O. As per the contract clause, it is on a ‘take or pay’ basis, hence, the company is completely protected in supply. The supplier profile of the company also remained concentrated, with the top 10 suppliers contributing 83% of the total purchases in FY23 vis-à-vis 70% in FY22. Share Split Company undertook a sub-division of equity shares of the Company, having face value Rs. 5/- each into 5 equity shares of face value Re. 1/- each, with effect from 11th October 2023. Decrease in Promoter Holding On Dec,23, Pharmaceutical Business Group (India) Limited (PBG), one of the Promoters of the Company, holding 51.15% shares of the Company sold 30,00,000 equity shares held by them on 27.12.23. Further, due to this stake sale by PBG, their shareholding has been diluted to 47.02%, and accordingly, the Company has ceased to be a “Subsidiary” of PBG and now become its Associate Company. New R&D The company is focusing on developing new products, and new infrastructure and is in the process of opening a new R&D facility.
BSE:GUJTHEMLong
by singh-kerala-avinash
1
GUJTHEMGUJTHEM:- The stock has been consolidating for the last few months, has also formed a cup and handle pattern, waiting for a breakout. Hello traders, As always, simple and neat charts so everyone can understand and not make it too complicated. rest details mentioned in the chart. will be posting more such ideas like this. Until that, like share and follow :) check my other ideas to get to know about all the successful trades based on price action. Thanks, Ajay. keep learning and keep earning.
BSE:GUJTHEMLong
by AjayDhakad_Keep_it_simple
3
Best Investment Stock : Target we can see 500% Upside from here.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% Well i have done my analysis and i found it best investment idea for now. I have written everything on chart and the discription. Please take trade accordingly. guy's i really do hard work to get these analysis. Please support me by like and follow. Thankyou.
BSE:GUJTHEMLong
by TraderRahulPal
4
Gujarat Themis Biosyn is out of Corrective phase & here it goes!BSE:GUJTHEM is a great counter I have been observing. It has fabulous fundamentals being a Small Cap only BSE listed stock. Has been undergoing multi year correction but now it is ready to break ALL TIME HIGH and contribute to Pharma rally ahead. It supplies medicines to PHCs and CHCs of state government. Meanwhile there is so much focus on government hospitals for good medi-care. This stock can come up with good numbers in coming quarterly results.
BSE:GUJTHEMLong
by Vikas_Narayana
Gujarat themis biosyn trend analysisAs we can see in the chart the stock has given a breakout after a reasonably good fall over a period of time, this can be a good buy because this company makes pharmaceutical products namely rifampicin which is useful in fighting bacterial infections which might prove as the benefit due to the pandemic which is going on. Further the company has pretty impressive fundamentals with a whooping ROCE of 83% (there is a lot more to its fundamentals which you can check on internet), and at last its a debt-free company.
BSE:GUJTHEMEducation
by Jayesh_chopra
1