Lupin Ltd

Lupin Ltd

Market Cap.: ₹ 67,546.07 Cr.
Current Price: ₹ 1,496.25
Book Value: ₹ 277.53
Stock P/E: 23.94
Dividend Yield: 0.50%
Face Value: ₹ 2.00

Net profit: 2,270.69
Profit growth: 20%
this year result seems to be good

Costly stock
profit growth seems to be good

Lupin Limited is a transnational pharmaceutical company based in Mumbai. It is the seventh-largest company by market capitalization; and the 10th-largest generic pharmaceutical company by revenue globally. Lupin is the fifth-largest generic pharmaceutical company in the US by prescription-led market share and 3rd largest Indian pharmaceutical company by revenue. It has the distinction of being the fastest growing generic pharmaceutical player in the US and Japan;, and is the 4th largest and the fastest growing generic pharmaceutical player in South Africa.

Seems like too much acquisition in medical pharma sector

Stock price is 1.5 times

Diversified field in pharma
country wise also spread all over world

although shareholder letter is not much informative about future prospects the annual report has all the required information

company growth is impressive
management seems capable
has maintained the growth old organization deep roots in many countries now.. expanding the business very fast ..

You can invest

Took lot of loan for acquisition

what if the acquired company in Japan and US do not perform as expected

Has done some costly acquisitions in Japan and US.. Gavis, Novel

Rakesh jhunjhunwala fav company

USFDA is a big hurdle for Indian Pharma companies

Final Verdict: Average Can buy but at lower price.

I am very new to value investing and this is me taking random notes just for myself. Please don’t base any of your decision on these write-ups. That will be foolish.


One thought on “Lupin Ltd

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s