|
18 Mar 2025 |
Ajanta Pharma
|
Consensus Share Price Target
|
2576.85 |
3029.90 |
- |
17.58 |
buy
|
|
|
|
|
04 Nov 2022
|
Ajanta Pharma
|
BOB Capital Markets Ltd.
|
2576.85
|
1470.00
|
1256.20
(105.13%)
|
Target met |
Hold
|
|
|
Q2 revenue growth muted at 6% YoY as lower Africa/US sales offset a strong uptick in India/Asia business
|
|
04 Nov 2022
|
Ajanta Pharma
|
ICICI Direct
|
2576.85
|
1505.00
|
1256.20
(105.13%)
|
Target met |
Buy
|
|
|
|
|
29 Jul 2022
|
Ajanta Pharma
|
ICICI Direct
|
2576.85
|
1495.00
|
1278.60
(101.54%)
|
Target met |
Buy
|
|
|
|
|
22 Jun 2022
|
Ajanta Pharma
|
ICICI Direct
|
2576.85
|
1305.00
|
1214.80
(112.12%)
|
Pre-Bonus/ Split |
Hold
|
|
|
|
|
11 May 2022
|
Ajanta Pharma
|
ICICI Direct
|
2576.85
|
1955.00
|
1684.70
(52.96%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
11 May 2022
|
Ajanta Pharma
|
BOB Capital Markets Ltd.
|
2576.85
|
2050.00
|
1684.70
(52.96%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Q4 revenue 6% ahead of our estimate but margins disappointed with gross/EBITDA margin contraction of 530bps/1050bps YoY to ~72%/24%
|
|
22 Mar 2022
|
Ajanta Pharma
|
Motilal Oswal
|
2576.85
|
2500.00
|
1953.80
(31.89%)
|
Pre-Bonus/ Split |
Buy
|
|
|
AJP delivered 13% sales CAGR from Dec'18 to Dec'21, led by steady traction in existing therapies and ramp-up in newly added therapies and the Trade Generics segment. It delivered a sales growth of 23% YoY to INR7.3b (30% of sales) in 9MFY22. With the easing of COVID-19 cases, doctor-patient connectivity has significantly improved, particularly in the Ophthalmology/Dermatology segment (39% of DF sales in 9MFY22). This bodes well for better growth prospects for AJP. This, along with enhanced marketing efforts in the Cardiology segment (~41% of DF sales in 9MFY22)...
|
|
02 Feb 2022
|
Ajanta Pharma
|
ICICI Securities Limited
|
2576.85
|
2605.00
|
2160.35
(19.28%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|
|
01 Feb 2022
|
Ajanta Pharma
|
BOB Capital Markets Ltd.
|
2576.85
|
2655.00
|
2160.35
(19.28%)
|
Pre-Bonus/ Split |
Buy
|
|
|
Q3 revenue up 12% YoY spurred by branded formulations business in India and Africa; US sales down 14% QoQ to US$ 22mn
|
|
31 Oct 2021
|
Ajanta Pharma
|
ICICI Securities Limited
|
2576.85
|
2500.00
|
2119.60
(21.57%)
|
Pre-Bonus/ Split |
Buy
|
|
|
|