Cadila performed best an rallied from 330 to 510 in shorttime. the expected one.....and a much awaited one.

nearly 50% return.. a good one... in these times..

This is called value .........
when business grows stock has to perform accordingly.

It seems 200% pa as this rallied in just 3 months. see my report.

Zydus Cadila 09.06.2009
BUY @ 330

Cadila is currently valued at 14x FY-09 and 10x FY-10 estimations on consolidated earnings. EPS for the FY-09 reported at 24 Rs. FY-10 is estimated at 33. It has adopted de-risk business strategy will ensure long term potential. Cadila projects to increase its revenues to 4000 cr by FY-11. Cadila is expected to report CAGR of 25%-30% for next 3 years. International business likely to grow significantly as it’s its generic pipeline gets commercialized. With the restructuring of domestic portfolio likely to record double digit growth for next three years. Cadila has kept it self away from patent challenges. Book value is 125 and is likely to cross 140 Rs by FY-10.Likely to reward bonus in FY-2010.


Fiscal 08-09
Cadila reported Consolidated Revenues at 2948 Crs (up 26%) and Profit After Tax at 303 Crs for the year ended March 2009. The topline growth was driven by 50% growth in formulation exports,27% in API exports and 34% in consumer business.The group has so far filed 92 ANDA’s and 76 DMF’s, of which 43 have been approved.

This was my report on cadila earlier and i even gave a buy @ 250 on 18 feb 2008

you are correct...

See nirmal bang has given a buy on Pratibha with a target of 275 on economic times now..........!

you are forward looking -- keep it up

yeah , i believe in research and value investing.

you are really a pharma bull.. shashun is up today.

i am much positive on panacea,jubilant right now......................with a six - years time.

Dear Leo,

I don`t know why you are so excited about Cadila touching 500 levels. The stock had been languishing at the 300 levels for ages( 3 years to be precise) and ther`s nothing great about the run up from 330 to 500.

So many stocks have doubled and tripled in just 3 months. What value investing you are talking about? If Cadila is at 900 then may be there`s a reason to be excited. Long way to go Leo boy.

six years is a pretty long time... all the very best...

sorry ,it should have been six months- a years time......!
i wrote in a hurry...........:-)

ok ok thx for ur views.

i know who you are ..........atlest never use this disgise in future.

Ok any way,

I knew the tripple effect......
but cadila rallied from 300-500 in just 3 months ,after these bluechips have trippled....
Sure cadila will touch 900 in longterm.

One thing you remember , those invested in those trippled stocks have took a hit in the past. But cadila didn`t lost and was stable at 250`s in downturn. I was 100% sure on its rally and it did......
it never made its investors panic. The lesson to be learnt.
A great return with sound sleep.
Thanks