Lincoln Pharma ... the next mid-cap pharma in the making ...?

Company came out with decent nos, with sales and profits growing at 11% in FY22. Management had an interaction with Zee business where they mentioned that the cephalosporin capacity will start in a month, which can contribute to 20-25% sales growth in FY23. Notes from interview is below.

20.05.2022 (Zee Business interview link)

  • Production from expanded facility should start from June, most of the expansion is in tablet segment
  • Expect 20-25% growth in FY23 (will be visible from Q2FY23)

Disclosure: Invested (position size here, bought shares today)

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