2023年6月1日

×古董股票經紀下調目標價對人類醫藥有限公司的每股1539盧比每股1584盧比,及維持買入評級3月股票後首次季度盈利。安全套製造商公布了3月季度業績清單5月30日首次發布。公司在合並淨利潤增加了52%在3季度294盧比,得益於強勁的銷售。收入上升到2053盧比從去年同期的1726盧比,增長19%主要由印度的強勁表現操作. .據公司毛利率下降到40個基點(bps)的67.2%。的EBITDA利潤率降幅也看到一個連續60個基點至20.6%。然而,人類為實質性的改善提供了指導,突出的EBITDA利潤率達到24%至26%的範圍。“改善將主要受到降低投入成本,價格上漲在Rx組合,從慢性治療改善的貢獻,和更快的增長的靈丹妙藥的組合。IPM可能增長10% - -11%,我們希望人類增長13% CAGR:在兩年的時間。根據我們的估計,高於IPM印度業務的增長可能會改善的EBITDA利潤率FY25 ~ 25%,“古董股票經紀。 Mankind's India business grew 18% from a year ago, accounting for 96% of the quarterly sales. Branded India formulations grew 18% YoY with the acquired portfolio of Panacea Biotec witnessing a growth of 19% YoY. Consumer healthcare business grew 10% YoY. Related stories "We like Mankind's India franchise given its healthy regional mix, improving acute-chronic ratio, and growing Consumer Healthcare business. As Mankind's pricing is lower than its peers in a large part of its portfolio, we believe the company is likely to take steady price hikes," Antique report said. At 11.56am, the stock was trading at Rs 1,371 on BSE, up 1 percent from its previous close. The firm made its debut on exchanges on May 9, closing the day with more than 32 percent gains over the issue price of Rs 1,080 per share. Earlier this month, the Income Tax Department conducted raids on the premises of the company over allegations of tax evasion.