#5Best Mid-Cap

stocks to invest in 2015

About

Glenmark Pharmaceuticals Ltd is a research-driven, global, integratedpharmaceutical company which is a leading niche player in the discoveryof new molecules both NCEs (new chemical entity) and NBEs (newbiological entity) with significant exposure in the generic business and APIbusiness.

Investment Argument

The growth, going ahead is likely to be broad based with India and the US,the largest geographies growing at a decent pace and emerging segmentssuch as RoW markets and Latin America showing greater traction. Takinginto account the product pipeline the prospects are certainly to improve inFY16E and FY17E if indeed the momentum improves.

Risk

The US FDA had issued a warning letter in 2009 to Glenmark Pharma to stopmanufacturing Morphine Sulfate tablets and solutions and had again issued a warningletter in 2010 for marketing of unapproved new drugs which were in violation of the FDAact.

Financials

Stock 1-Glenmark Pharma

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2014-13 1017 6005 18 19 53 106 10 29247 5 18.2

2015-14 1017 6595 16 23 43 106 10 29368 4 22.1

About

Aurobindo Pharma Ltd derives 82% of its revenues out of internationaloperations. APL has emerged as one of the top ANDA filers with 395ANDAs filed in the US market. Going ahead, with US$70bn going off-patent in the US over the next three years, we believe APL is well placedto tap this opportunity and is one of the largest generic suppliers

Investment Argument

The recent acquisitions of the Western European formulation businessesof Actavis and US's Natrol, has lead APL to become a $ 2billion+ salescompany. Aurobindo Pharma has received USFDA approval for Cefixime.The product has an estimated market size of US$123mn and has a lot ofcompetition.

RiskHalf of the ANDA filings are awaiting approval, which may take some timeto get cleared. This may delay the revenue recognizing opportunities ofthe company

Financials

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2014-13 716 8100 26 20 36 64 11 42899 5 31.3

2015-14 716 12043 21 27 26 88 8 43300 4 30.6

Stock 2-Aurobindo Pharma

About

Divi's Labs is one of the leading players in the CRAMS segment and has one of the strongest Custom Chemical Synthesis (CCS) pipeline with

presence in the entire lifecycle of a pharmaceutical product. Also it earns ~93% of its revenues are based on exports, of which 75% is earned from

US and Europe

Investment Argument

In the current market scenario, Rupee has depreciated considerably. This would greatly benefit Divi's Lab since ~93% of their revenue comes from

export of which 75% comes from US and Europe. Custom Synthesis business has been a high margin business and it has seen some good

traction due to improving economic scenario globally

RiskAlthough Custom Synthesis business is high margin but it is susceptible to fluctuation in demand due to slowing down of economy and de-stocking

by the distributors.

Financials

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2014-13 2074 2532 40 58 36 223 9 28274 11 26.1

2015-14 2074 3103 38 64 32 263 8 28353 9 24.4

Stock 3-Divi's Lab

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About

Cummins India Limited is leading manufacturer of diesel and natural gasengines in India. It has four business units - Industrial Engine, PowerGeneration, Distribution, and Automotive. Cummins in India, a powerleader, is a group of complementary business units that provide variedservices

Investment Argument

The company has reported strong growth numbers which was mainly dueto strong export traction. Management has indicated that steps taken bythe government to revive the economy have started bearing results whichwere reflected in early signs of recovery seen in segments linked toinfrastructure and defense spend

RiskThe company is cautiously optimistic about their profitable growth prospects in theshort-term. High raw material cost has impacted the company's operating margin whichwas mainly due to import of certain products which were CPCB-2 compliant.

Financials

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2014 03 1116 3977 18 21 53 93 12 31568 8 22.9

2015 03 1116 4321 17 28 39 104 11 31766 7 27.2

Stock 4-Cummins India

About

United Phosphorus Ltd (UPL) is one of the biggest producers andexporters of organic and inorganic mercury compounds in India and leadsthe domestic pesticide and fumigant segment- agrochemical industry. It ispresent across major markets including the US, EU, Latin America andIndia

Investment Argument

Global agrichem industry valued at US$53bn (CY2014) has one-third of itsmarket share dominated by off-patent products. This provides a high-growth opportunity for largely integrated generic players like UPL whichplans to take advantage of this and increase its market share in the overallgeneric. Also it enjoys an edge over competition

RiskAgrichem along with being a commodity product is dependent onagriculture which is further monsoon dependent. The current agricultureuncertainty of less rainfall may directly impact the company’s growth

Financials

FY CMP Sales OPM EPS PE BVPS PBV EV EV/Sales ROE

2014 03 520 10771 18 23 22 122 4 23310 2 19.0

2015 03 520 11911 20 27 19 137 4 23460 2 19.6

Stock 5-United Phosphorus

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