Sunday, June 21, 2020

Glenmark Pharmaceuticals Ltd – Drug for mild Covid patients hits market


Glenmark Pharmaceuticals Ltd  closes   at  409.10 with  a Gain    of   +0.90    on    19-June- 2020   with formation of  a  Green   Candle    on Daily  Price Chart.
About the Company : Glenmark Pharmaceuticals is a global pharmaceutical company. The Company is engaged in the development of new chemical entities (NCEs) and new biological entities (NBEs).
The Company  is  expected to Post Sales of 10579.90Cr & Net Profit of 728.70 Cr in FY2020 and Sales of 11532.10 Cr & Net Profit of 833.80 Cr in FY2021 and Sales of 12540.90 Cr & Net Profit of 963.20  Cr in FY2022.
Valuations  : The Company is now Trading at X 0.9  of its Value. We have valued the company with its  expected Financial Year 2020 earnings  , which is now almost ~10 %  Discount   to its value & X 0.81  of its FY20201 earning with a Discount  of ~ 19%   and X 0.72  of its FY20202  earning with a Discount  of ~ 28%.
Book Value will  increase  to  ₹ 230 Per Share ( ₹ 212 in FY2019 ). It will be ₹259 in FY2021 and ₹292 in FY2022.
Why Bullish : Glenmark has introduces drug for mild Covid patients , priced at Rs 103 a pill. ( Source : Media Report )
Margin of Safety (1Yr Bond Yield: Value>1 ) is now 1.7  ,which is  attractive.  its Future Price with its FY2022 earnings is 583.
Disclaimer : We are / may going to take exposure shortly.
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