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JUBILANT PHARMOVA sees an upgrade to Slightly Positive due to a better...
The general evaluation of JUBILANT PHARMOVA (IN), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 2 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date March 22, 2022, the closing price wa...
- Tushar Manudhane
MOSL: JUBILANT PHARMOVA (Buy)-Radiopharma on a gradual recovery path
JUBILANT PHARMOVA: Radiopharma on a gradual recovery path (JUBLPHAR IN, Mkt Cap USD1.5b, CMP INR697, TP INR830, 19% Upside, Buy) JP delivered in line earnings, despite a better than expected revenue in 1QFY22. The COVID-related business led to a strong YoY revenue growth. However, reduced number of lung procedures in the Radiopharma segment, increased price erosion in the Sartans portfolio, and price erosion in the base portfolio in the Generics segment led to lower-than-expected profitab...
Jubilant Life Sciences Limited: 1 director maiden bought
A director at Jubilant Life Sciences Limited maiden bought 2,000 shares at 786.925INR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over th...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Better Pharma profitability offset ...
Jubilant Life Sciences: Better Pharma profitability offset by subdued LSI performance (JUBILANT IN, Mkt Cap USD1.3b, CMP INR582, TP INR685, 18% Upside, Buy) On track to demerge Pharma and LSI business Post board approval in Oct'19, Jubilant Life Science (JLS) is on track to demerge the Life Science Ingredient (LSI) business (with shareholding similar to that of JLS) and list it on the BSE/NSE. JLS has been steadily improving profitability of Pharma segment, led by specialty pharma/CDMO....
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-In-line earnings; Demerger of Pharm...
JUBILANT LIFE SCIENCES: In-line earnings; Demerger of Pharma/LSI approved; 2HFY20 outlook better for LSI on stable pricing (JUBILANT IN, Mkt Cap USD1.3b, CMP INR561, TP INR650, 16% Upside, Buy) Pharma segment growth offsets decline in LSI segment: 2QFY20 sales at INR22.6b (in-line) were flat YoY. The 9% YoY growth in pharmaceuticals (64% of sales) was offset by 15% YoY decline in Life Science Ingredients (LSI) (33% of sales). Particularly, Generics segment in Pharma and Specialty Intermedia...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-In-line earnings; Demerger of Pharm...
JUBILANT LIFE SCIENCES: In-line earnings; Demerger of Pharma/LSI approved; 2HFY20 outlook better for LSI on stable pricing (JUBILANT IN, Mkt Cap USD1.3b, CMP INR561, TP INR650, 16% Upside, Buy) Pharma segment growth offsets decline in LSI segment: 2QFY20 sales at INR22.6b (in-line) were flat YoY. The 9% YoY growth in pharmaceuticals (64% of sales) was offset by 15% YoY decline in Life Science Ingredients (LSI) (33% of sales). Particularly, Generics segment in Pharma and Specialty Intermed...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Specialty impressive-Generics/Chemi...
JUBILANT LIFE SCIENCES: Specialty impressive; Generics/Chemicals hurt performance (JUBILANT IN, Mkt Cap USD1b, CMP INR446, TP INR610, 37% Upside, Buy) CDMO/ Specialty intermediates (SI)/Nutritional products (NP) lead revenue growth: 1QFY20 sales were up 5% YoY at INR21.8b (our est. INR22.7b), led by 11% YoY growth in the Pharmaceutical segment. Life Science Ingredients (LSI) sales were down 5% YoY to INR8b, impacting overall growth for the quarter. Particularly, CDMO in Pharma and SI/NP i...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-One-off impacts earnings-Margins to...
Jubilant Life Sciences: One-off impacts earnings; Margins to be range-bound in Pharma (JUBILANT IN, Mkt Cap USD1.4b, CMP INR596, TP INR800, 34% Upside, Buy) Pharma Segment drives revenue: Sales at INR23.8b (in-line) was up 6% YoY. Pharmaceutical sales were up 13% YoY at INR13.9b, while Life Science Ingredients (LSI) declined 6% YoY to INR9.1b, dragging overall growth. Change in product mix drags margins: Gross Margin (GM) stood at 59%, declining 120bp YoY/390bp QoQ, due to inferior prod...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Strong show in pharma drives earnin...
Jubilant Life Sciences: Strong show in pharma drives earnings (JUBILANT IN, Mkt Cap USD1.6b, CMP INR715, TP INR1050, 47% Upside, Buy) Operationally in line: Jubilant Life Sciences’ (JLS) revenue grew 15% YoY to INR23.7b as against our estimate of INR22.1b. The growth was led by 29% YoY growth in the pharmaceutical segment (62% of sales including Triad), which was offset to some extent by 3% YoY decline in the Life Science Ingredients (LSI) business (38% of sales). Gross margin improved 13...
MOSL: JUBILANT LIFE SCIENCES (Buy)-Profitability driven by Pharmaceuti...
Jubilant Life Sciences: Profitability driven by Pharmaceutical biz (JUBILANT IN, Mkt Cap USD1.4b, CMP INR651, TP INR917, 41% Upside, Buy) Operationally in-line: Jubilant Life Sciences’ (JLS) revenue increased 38% YoY to INR22.6b (our estimate: INR20.9b) in 2QFY19, led by a favorable base (Triad business not included in year-ago period numbers). Adjusting for the same, revenue was up 17% YoY, supported by 20% YoY growth in Life Science Ingredient (LSI; 39% of net sales) and 17% YoY growth ...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Specialty Pharma injects some cheer...
Jubilant Life Sciences: Specialty Pharma injects some cheer into earnings (JUBILANT IN, Mkt Cap USD1.8b, CMP INR794, TP INR1020, 28% Upside, Buy) In-line performance: JLS' revenue grew 30% YoY to INR20.8b (est. of INR20.9b). Adjusting for the Triad business (which was added in 2QFY18, and thus, had no contribution in base quarter 1QFY18), revenue growth stands at 10% YoY, led by 15% YoY growth in Life Science Ingredient segment (LSI; 41% of sales). Ex-Triad Pharma segment (40% of sales) r...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy) - In-line results - outlook positiv...
JUBILANT LIFE SCIENCES: In-line results; outlook positive; Profitability improves in both LSI and Pharma (JUBILANT IN, Mkt Cap USD2.0b, CMP INR847, TP INR1110, 31% Upside, Buy) In-line operational performance: Revenue rose 37% YoY to INR22.5b (our estimate: INR21.3b) in 4QFY18, led by healthy growth in Life Science Ingredients (LSI) and addition of Triad sales. Improved profitability in both Pharma (Ex-Triad) and LSI led to 170bp expansion in the EBITDA margin to 20.3% (our estimate: 21%)...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Life Science Ingredients segment dr...
Jubilant Life Sciences: Life Science Ingredients segment drives earnings; Delivers highest-ever quarterly EBITDA (JUBILANT IN, Mkt Cap USD2.3b, CMP INR921, TP INR1110, 20% Upside, Buy) Jubilant Life Sciences (JLS) delivered strong 3QFY18 results, with sales, EBITDA and PAT coming in above estimates. JLS recorded sales of INR20.7b (our estimate: INR19.9b), EBITDA of INR4.2b (our estimate: INR3.8b) and PAT of INR2.1b (our estimate: INR1.7b). Performance was led by improved business from the...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Pharma segment doing well, Life Sci...
Jubilant Life Sciences: Pharma segment doing well, Life Science Ingredient segment to catch-up soon; Superior execution in Pharma and favorable business scenario in LSI to drive growth(JUBILANT IN, Mkt Cap USD1.9b, CMP INR777, TP INR957, 23% Upside, Buy)The outlook for the Pharmaceuticals and Life Science Ingredient (LSI) segments remains positive. Within Pharmaceuticals, we believe specialty pharma remains on a strong footing, led by superior execution in the radio-pharma, allergy and CMO busi...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Specialty Pharma and LSI outlook re...
​Jubilant Life Sciences: Specialty Pharma and LSI outlook remains promising; Pricing pressure and deferred sales in Pharma impact 2Q results(JUBILANT IN, Mkt Cap USD1.6b, CMP INR640, TP INR861, 35% Upside, Buy)Jubilant Life Sciences (JLS) delivered sales of INR16.4b, lower than our estimate of INR17.3b. EBITDA margin came in at 19.8% (est. of 21.6%), led by the deferment of some Pharma business to 2HFY18. Accordingly, PAT of INR1.3b came in lower than our estimate of INR1.7b.LSI drives growth ...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES (Buy)-Growth levers intact, overall sales...
​Jubilant Life Sciences: Growth levers intact, overall sales driven by LSI segment(JUBILANT IN, Mkt Cap USD1.7b, CMP INR704, TP INR905, 29% Upside, Buy)JLS delivered sales of INR15.6b in 1QFY18, marginally lower than our estimate of INR15.9b. EBITDA margin came in at 21.7% (est. of 22%), led by elevated margin in the pharmaceuticals business. PAT of INR1.4b missed our estimate of INR1.6b due to a higher tax rate for the quarter.Specialty – a key driver of pharmaceuticals business: Pharmaceut...
- Tushar Manudhane
MOSL: JUBILANT LIFE SCIENCES | INITIATING COVERAGE-Promising formulati...
​Jubilant Life Sciences | initiating coverage: Promising formulation; Multiple triggers in place to drive earnings(JOL IN, Mkt Cap USD1.7b, INR692, TP INR905, 31% Upside, Buy)Jubilant Life Sciences (JLS), part of Jubilant Bhartia Group, is an integrated pharmaceuticals and life sciences company engaged in the manufacture of radiopharmaceuticals, allergy products, generics, advance intermediates, nutritional products and life science chemicals. JLS also provides services in contract manufacturi...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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