It can appear that way and thats why the monetisation of capex took so long. for an innovator CDMO company this might be how they have to function to keep their edge as its a long gestiation cycle. however what I am weighing is how many of the larger bets need to go right in order for the company to reach multi-year growth.
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great Q4 results from shilpa medicare. FDF as well as domestic business is doing much better. The company even did better than my estimates.
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Nicely summarized all key observations and insights. Thanks for sharing.
Which tool/platform are you using for generating insights in such structured format?
Considering all the launches planned for FY27 and also a stronger & growing pipeline. What do you all think on the valuation end?
Currently: 10K Mcap; P/E: ~43; Stock at almost ATH
I personally feel in the long run it we could still see double from here but wanted to know views
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Also there’s one crazy information this sub might not be aware about that Shilpa’s 2 CDMO molecules are for Lantern Pharma (LP-184, LP-284) which are very good market size opportunities.
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That’s a good info. company entered in to this agreement in 2022. Is there any update on it?
Prashant
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US FDA declines to approve Unicycive’s kidney disease drug
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I think the company already sensed this as they mentioned no major revenue contribution expected from OLC in FY27 in the last concall.
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