Pharma

Unihealth Hospitals: A Microcap Hospital

Unihealth Hospitals Ltd, established in 2010, is a healthcare delivery company with a presence across India and Africa. Headquartered in Mumbai, the Company operates under the brand UMC Hospitals and provides tertiary and secondary care services through hospitals, medical centres, and specialised facilities.

They adopted an Asset-light growth strategy under the Design–Build–Operate and leased-hospital model that allows for scalable capacity addition with lower upfront capital investment.

A Small Niche Pharma Company

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 …

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Engineering Equipments: Agrochem & Speciality Chemicals

The company has emerged as a leader in the manufacturing of specialized process equipment for industries such as pharmaceuticals, specialty chemicals, agrochemicals, and food. With a diverse product range that includes six types of dryers and three types of filters, the company caters to the specific needs of its global clientele, exporting to countries like Japan, Germany, and Israel.

Expanding Horizons: Pioneering Healthcare Innovation

From humble beginnings as a contract manufacturer for industry leaders, this company has come a long way. Now, the company is strategically transitioning from a B2B model to a B2B2C approach, offering a diverse array of healthcare solutions. They are focusing on branded segments like Petcare, Nutrition, and Cosmetics. They have set ambitious targets, aiming for a robust 25-30% CAGR growth between FY24 to FY26, while maintaining a healthy EBITDA margin of 12-15%. Currently trading at a multiple of 25x FY24 earnings, the stock presents an enticing opportunity, considering its strong growth prospects.

Simplifying The Pharma Value Chain

The pharma value chain refers to the series of activities involved in the creation, production, distribution, and delivery of pharma products to consumers.
In this article, we shall exclusively address the constituents integral to drug formulation.

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