Gujarat Themis Biosyn Ltd - Bulk Drugs growth momentum

Company has been tight lipped on their expansion into API’s and other fermentation based products. They only mentioned about their upcoming facilities but not the products. They haven’t even done a concall since Q3. No information about the progress of these facilities. For the company to grow further in revenues and market value these facilities need to be commercial. Otherwise its already running in full capacity with hardly any inventory build up.

Can anyone throw some light on the above?

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got hold of this blog on gujarat themis. very detailed and insightful analysis on the company.

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Very nicely explained

Analysis is good but how come exit PE of 17 is considered the norm ? Almost no pharma company trades at that PE even during this downturn of pharma/ api companies and it did not during the last upturn phase in 2020 - 2021.

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