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Naveen Kumar

26th Jul · SEBI-Registered Analyst

$IOLCP

This company is a global powerhouse, holding a 35% global market share in Ibuprofen. They are riding the "China Plus One" wave, as global buyers shift away from Chinese suppliers. Beyond Ibuprofen, they are expanding into specialty chemicals and other APIs with a strong focus on exports to 40+ countries. Their profits grew by 44% recently, significantly outpacing sales growth. My Analysis: This is a "good" candidate for defensive investors. Being a world leader in a specific drug gives them immense pricing power. The stock is fairly valued (PE 35), and their massive cash reserve of ₹190 crores provides a safety net for further expansion. It’s a clean, debt-free way to play the pharma recovery.

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