api

[Stock notes] – Natural Capsules…From Gelatin capsules to APIs

December 29, 2023

Hello Sir, Hope you are doing well. Recently, I came across Natural Capsules Ltd. It is the 2nd largest Indian manufacturer for gelatin capsules and now foraying into API manufacturing. API division is yet to start contributing to sales. Source: Natural Capsules Presentation   What interesting is, even though the total demand for such APIs seems small, the company claims that it will be the only manufacturer for 2 out of 3 APIs in India and 1 of the 2 for…

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[Stock idea] – Aarti Drugs…notes for a leading pharma API company

March 18, 2023

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 50-60% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain.It seems like earnings may have bottomed out and some of them seem to be available at reasonable valuations from a 3-4 years investment perspective.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us.We have recommended…

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