Anuh pharma ltd

Anuh Pharma came up with another good set of results, with sales growing by 24% and EPS doubling. They are now guiding for 16% CAGR in their sales for next 5-years. I am sharing notes from their recent presentation.


  • Planning to invest 20 Cr in existing site in FY25 for capacity enhancing by 70 KL

  • Focusing on deeper penetration in European markets

  • Added CEP for Ambroxol HCL (expected CEP for Allopurinol and Sulfadoxine)

  • Got Approval of Isoniazid from WHO PQ (TB product)

  • New product launches: Vildagliptin, Acebrophylline, Amodiquine, Moxifloxacin and Allopurinol. Expected to contribute 50 cr. in FY25

  • R&D pipeline: 6 new products in next 9 months

  • Guidance: 16% CAGR for next 5 years

  • Investing in solar power

  • Product mix: most growth was driven by acute portfolio

  • Africa has seen a huge drop in 9MFY24

Disclosure: Invested (position size here, no transactions in last-30 days)