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

Ratings notes below

31.03.2023 (ICRA notes)

  • African markets generates ~32-35% to export sales
  • Manufacturing facility in Khatraj, Gujarat, received clearance from Therapeutic Goods Administration (TGA) for all three departments—tablets, capsules and creams
  • In FY2022, company had acquired a plant in Mehsana (Gujarat) for Cephalosporin products. The production from this plant started from September 2022, which is expected to aid to near term revenue growth and earnings
  • Extended sizable inter-corporate loans to unrelated parties, which stood at ~Rs. 58.6 crore as on March 31, 2022.
  • There has not been any instance of bad debts in the past
  • Higher credit period (up to ~120 days over ~60-90 days in the domestic market)

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

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