In today’s briefing:
- Price Rise Keeps Indian Rubber Production Buoyant In 2024
- Post Demerger Outlook: OneSource Specialty Pharma- India’s First Multi-Modality CDMO
- Cantabil Retail Ltd- Inventory Concerns Evident
Price Rise Keeps Indian Rubber Production Buoyant In 2024
- Production up 3.18% YoY and imports up 19.42% in 2024
- Production-Consumption gap 526,000 tons
- Commerce Minister dodges floor price plea by smallholders
Post Demerger Outlook: OneSource Specialty Pharma- India’s First Multi-Modality CDMO
- Onesource Specialty Pharma (ONESOURC IN) has transitioned from a niche player to a multi-modality CDMO powerhouse through strategic restructuring, rapid revenue expansion, and aggressive capacity building.
- With a projected INR1,400 crore revenue in FY25 (INR173 crore in FY24) and shifting from MSA to CSA contracts, OS is stabilizing its revenue model, tapping into high-growth segments.
- By leveraging a first-mover advantage in GLP-1, regulatory strength, and a $100 million capex plan, OS is positioning itself to become a billion-dollar global CDMO leader within the next 3-4Yrs.
Cantabil Retail Ltd- Inventory Concerns Evident
- Cantabil Retail India (CANT IN) is one of the few vertically integrated garment players and has a store count of 576 and retail space of 7.4 lakh sq.ft.
- The company has done well over the last five years to improve its financial position; it has grown its topline at a healthy rate while margins have improved significantly.
- But having said that, we have concerns with elevated inventory levels that have remained high historically for a garment player. Moreover, some capital advances and RPT should also be considered.
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