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SHUBINVESTS I SEBI RA

25th May · SEBI-Registered Analyst

Why Gujarat Themis Biosyn Rose 4% What a ₹1,300 Crore Japanese Acquisition Tells Investors

Gujarat Themis Biosyn shares rose 4% to ₹383.65 after announcing the acquisition of 100% stake in MicroBiopharm Japan a Japanese pharma and specialty chemicals company with over six decades of fermentation expertise for ₹1,300 crore (JPY 21.5 billion).The deal is expected to close in Q2 FY27 subject to regulatory approvals. MicroBiopharm Japan is a Japanese company with 60+ years of expertise in: Fermentation technology, Microbial based research and development ,Manufacturing of pharmaceuticals and specialty chemicals This is not a random acquisition it is a strategic purchase of deep scientific expertise that Gujarat Themis Biosyn cannot build overnight on its own. Japan a premium market : Japanese pharma standards are among the strictest globally. A company approved and operating in Japan automatically gains credibility in other regulated markets like the US and Europe. Specialty chemicals upside MicroBiopharm's specialty chemicals business adds a completely new revenue stream beyond pharmaceuticals diversifying Gujarat Themis Biosyn's income sources. The ₹1,300 crore acquisition will be financed through a combination of debt and equity. The deal will be executed through a Special Purpose Vehicle SPV incorporated in Japan. An SPV is a separate legal entity created specifically to complete this acquisition keeping the parent company's balance sheet protected during the transaction $GUJTHEM Gujarat Themis Biosyn's ₹1,300 crore Japanese acquisition taught me that buying deep technical expertise through cross-border deals can instantly accelerate growth just as $SUNPHARMA Sun Pharma and $DIVISLAB Divi's Labs did through strategic investments making it essential to evaluate what is being acquired and how it is financed before concluding any acquisition creates value for shareholders.

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