I came across this podcast on Windlas Biotech
I hope you find it useful.
dr.vikas
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14-15% stake will be holding by Mr. Utpal seth, erstwhile mgr at RARE enterprises …not by RARE ENTERPRISES of Rakesh jhunjhunwala
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Please do mention the source of this information.
dr.vikas
2 Likes
Good read with red flag : Windlas Biotech | IPO Analysis | SPTulsian.com
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I am sharing an in depth blog on Indian CDMOs
I hope you find it useful
dr.vikas
2 Likes
For existing investors, what is the potential return expectation from the stock? The management has guided for ₹1,000 crore in revenue once the capex is fully operational, along with a 2-3% improvement in margins. In a best-case scenario, the company could achieve a PAT of ₹110 crore with 15% ebidta margins. Based on this, what price-to-earnings (P/E) multiple would be reasonable to attribute to the stock?
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You can take the Industry median of around 35x but PAT margin can’t get 15% that would be 10% max, 15% is EBITDA margin guidance
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