A 540 Cr Market Cap company, operating in a niche space. The founder is a technocrat with 38 years of experience in the Pharma Industry. With the recent demerger, we think that it is going to unlock the shareholder’s value. The company is posting consistently good numbers but the market hasn’t rewarded it yet in our opinion. The company is available at a good value and poised to deliver good returns due to it’s consistent performance.
About the Company
Vikram Thermo (Mcap 540 Cr) is a research-based pharmaceutical excipient company. It manufactures, markets, and exports pharmaceutical excipients (ingredients other than API present in a finished drug formulation) and chemicals.
The company specializes in manufacturing speciality polymers for diverse applications within the pharmaceutical and cosmetic industries. Additionally, Vikram Thermo produces Diphenyl Oxide (DPO), an aromatic chemical.
The company exports its products to over 50 countries.
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Disclaimer: This article is provided for informational purposes only and should not be considered as an investment advice
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What are the entry barriers and IP moats?
Hi Mayank, we haven’t found any entry barriers or moats in this small business. Do let us know if you find any. Thanks 🙂
who are the other players in the same field
Hi Himansh, there are no direct comparable players in the excipients space. However, we find Sigachi Industries operating in cellulose-based excipients, and Shilpa Mediacre is trying to venture into Albumin-based excipients.
In summary, Vikram Thermo operates in polymer-based excipients. Sigachi: cellulose-based excipients and Shilpa Medicare exploring protein-based excipients.