External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

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Equity Bottom-Up

<ul>
<li>Suven Pharma is a CRAMs player that supports global life sciences industry &amp; fine chemical majors in their NCE development endeavours</li>
<li>Its services include custom synthesis, process R&amp;D, scale-up &amp; contract manufacturing</li>
<li>Target Price and Valuation: Valued at Rs 555 i.e. 28x P/E on FY24E EPS of Rs 19.8</li>
</ul>
<div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>


Suven Pharma is a CRAMs player that supports global life sciences industry &amp; fine chemical majors in their NCE development endeavours
Its services include custom synthesis, process R&amp;D, scale-up &amp; contract manufacturing
Target Price and Valuation: Valued at Rs 555 i.e. 28x P/E on FY24E EPS of Rs 19.8

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Suven Pharmaceuticals: CRAMs Strong; Another Formulations Foray on Cards

<p>About the stock: Suven Pharma is a CDMO that supports global life sciences industry &amp; fine chemical majors in their NCE development endeavours. Its services include custom synthesis, process R&amp;D, scale-up &amp; contract manufacturing.</p><ul><li>Business comprises three segments – CDMO (development projects and commercial supplies), specialty chemicals and contract technical service</li><li>CDMO vertical contributes more than 62% of its topline. Owing to its CDMO competence, it has developed &amp; supplies intermediates for two specialty chemical products (agrochemical) to large global conglomerates</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

About the stock: Suven Pharma is a CDMO that supports global life sciences industry &amp; fine chemical majors in their NCE development endeavours. Its services include custom synthesis, process R&amp;D, scale-up &amp; contract manufacturing.Business comprises three segments – CDMO (development projects and commercial supplies), specialty chemicals and contract technical serviceCDMO vertical contributes more than 62% of its topline. Owing to its CDMO competence, it has developed &amp; supplies intermediates for two specialty chemical products (agrochemical) to large global conglomeratesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Suven Pharmaceuticals: Decent Performance Despite Margin Pressure

<p>Q4FY21 revenue grew 40.3% YoY to Rs 259 crore amid 51.3% YoY growth in pharma CRAMS sales to Rs 137.7 crore. Specialty chemical CRAMS also posted robust growth of 35.1% YoY to Rs 109 crore. However, formulation sales fell 36% YoY to Rs 12.1 crore. EBITDA margins declined 566 bps YoY to 36.2% mainly due to lower gross margin performance (down 658 bps YoY at 64.7%). Subsequently, EBITDA grew 21.3% YoY to Rs 94 crore. PAT was up 12% YoY to Rs 83 crore.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Q4FY21 revenue grew 40.3% YoY to Rs 259 crore amid 51.3% YoY growth in pharma CRAMS sales to Rs 137.7 crore. Specialty chemical CRAMS also posted robust growth of 35.1% YoY to Rs 109 crore. However, formulation sales fell 36% YoY to Rs 12.1 crore. EBITDA margins declined 566 bps YoY to 36.2% mainly due to lower gross margin performance (down 658 bps YoY at 64.7%). Subsequently, EBITDA grew 21.3% YoY to Rs 94 crore. PAT was up 12% YoY to Rs 83 crore.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SUVENPHAR: Q4FY21 revenue grew 40.3% YoY to Rs 259 crore amid 51.3% YoY growth in pharma CRAMS sa...

India

Cohance Lifesciences operates as a global Contract Development and Manufacturing Organization (CDMO) and API platform, providing services for small molecule APIs, advanced intermediates, and finished dosage forms. The company offers integrated solutions from early-stage development to commercial-scale manufacturing for pharmaceutical, biotechnology, and chemical companies. Cohance Lifesciences is headquartered in Hyderabad, India, and was founded in 2018.

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Cohance Lifesciences (COHANCE IN)

Suven Pharmaceuticals: CRAMs Strong; Another Formulations Foray on Cards

Suven Pharma is a CRAMs player that supports global life sciences industry & fine chemical majors in their NCE development endeavours

ICICI Securities Limited

Suven Pharmaceuticals: Decent Performance Despite Margin Pressure

Suven Pharma is a CDMO that supports global life sciences industry & fine chemical majors in their NCE development endeavours. Its services include...

ICICI Securities Limited

SUVENPHAR: Q4FY21 revenue grew 40.3% YoY to Rs 259 crore amid 51.3% YoY growth in pharma CRAMS sa...

Q4FY21 revenue grew 40.3% YoY to Rs 259 crore amid 51.3% YoY growth in pharma CRAMS sales to Rs 137.7 crore. Specialty chemical CRAMS also posted...

ICICI Securities Limited

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