“Let the market price of a decent business be so low, that I get dazzled, and forced to ignore what can be ignored” — Sajal Kapoor (@unseenvalue)
In investing and life, we should focus on the aspects we can control. In investing, this means concentrating on the buying price—seeking bargains or value buys rather than paying for anticipated growth. This approach improves our chances of success because, once earnings growth begins, the stock benefits from both the earnings growth and a revaluation of its price-to-earnings (PE) ratio. This combination can significantly enhance returns. With that in mind, let’s explore these 5 stocks that look interesting at their current market prices (CMP).
1. Beta Drugs – Mcap 1247 Cr
The company is engaged in manufacturing of a wide range of branded generic oncology (anti-cancer) drugs in India. The management is guiding for 25-30% Growth in FY25 over FY24. They expect to reach a topline of 450-500 Cr by FY26. The company is venturing into Cosmetology-Derma space and plans to set up a manufacturing facility for the same. The company is confident it to achieve a topline of 100Cr + in derma space in the next 3 years (Currently doing 13-14 Cr annually).
Stay tuned for a detailed study on Beta Drugs. Coming soon!
2. Shree Ganesh Remedies – Mcap 1088 Cr
Highly experienced top management in the field of pharmaceutical intermediates, bulk drugs, and fine chemicals. They are into specialty chemicals that find application in some high-growth industries such as aroma & healthcare, electronics and oncology. Fixed assets jumped from 36 Cr to 81 Cr. The recent completion of capex is poised to give good numbers in FY25.
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See you next time.
Until then… Stay Prudent!
Disclaimer: This article is provided for informational purposes only and any companies discussed here should not be considered investment advice
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