Wednesday, January 10, 2018

Bliss GVS Pharma: A Contra play from Pharma Sector

 About Bliss GVS Pharma Ltd.

Bliss GVS Pharma Ltd., incorporated in the year 1984, is a Mid Cap company (having a market cap of Rs 2143.39 Crore) operating in Pharmaceuticals and health care sector.

Bliss GVS Pharma Ltd. key Products/Revenue Segments include Pharmaceuticals which contributed Rs 321.03 Crore to Sales Value (91.93 % of Total Sales), Export Incentives which contributed Rs 23.48 Crore to Sales Value (6.72 % of Total Sales), Health Care Products which contributed Rs 3.09 Crore to Sales Value (0.88 % of Total Sales), Other Sales which contributed Rs 1.04 Crore to Sales Value (0.29 % of Total Sales) and Other Operating Revenue which contributed Rs .54 Crore to Sales Value (0.15 % of Total Sales)for the year ending 31-Mar-2017.

For the quarter ended 30-09-2017, the company has reported a Consolidated sales of Rs 224.18 Crore, up .74 % from last quarter Sales of Rs 222.54 Crore and up 40.73 % from last year same quarter Sales of Rs 159.30 Crore Company has reported net profit after tax of Rs 39.50 Crore in latest quarter.

The company’s top management includes Dr.Vibha Gagan Sharma, Mr.Gautam R Ashra, Mr.Mayank S Mehta, Mr.S N Kamath, Mr.S R Vaidya, Mr.Santosh Parab, Mrs.Shruti Vishal Rao. Company has B K Khare & Co. as its auditoRs As on 30-09-2017, the company has a total of 103,146,672 shares outstanding.

Choice Equity Broking Report on Bliss GVS Pharma:

Bliss GVS Pharma Ltd. is an Indian pharmaceutical and company headquartered in Mumbai, India. Bliss GVS primarily develops, manufactures and markets products across various therapeutic categories including Anti-fungal, Contraceptive, Laxative, Anti-haemorrhoidal, Anti-spasmodic, Anti-malarial, Anti-biotic, Anti-microbial, Anti-inflammatory, Antipyretic, Analgesic and several others. Bliss Gvs pharma is among the world leaders in Suppositories and Pessaries dosage forms with one of the largest portfolios in this segment. It has three decades of experience in suppositories and pessaries. It is the only EU-GMP certified suppositories and pessaries manufacturer in India. Suppository is a solid dosage form that is inserted into the rectum (rectal suppository), vagina (vaginal suppository) or urethra (urethral suppository), where it dissolves or melts and exerts local or systemic effects. Suppositories are used to deliver both systemically and locally acting medications. A Pessary is a medical device inserted into the vagina, either to provide structural support, or as a method of delivering medication. The other products include are Dry Powder for Oral Suspension, Liquid Preparastions, Oral Solids, Sachets, Parenterals, Topical Preparations along with other Healthcare product.


Results of operations:
•The Net Sales of the Company increased to Rs. 79,974.09 Lakhs from Rs. 54,689.41 Lakhs in the previous year, at growth rate of 46.23%. Profit before tax was Rs. 11,633.82 Lakhs as compared to Rs. 10,014.55 Lakhs in the previous year. Profit after tax and minority interest was Rs. 8,561.06 Lakhs as compared to Rs. 8,248.25 Lakhs in the previous year.
•The Company booked a profit of Rs. 1,393.11 Lakhs due to foreign exchange fluctuation and better Foreign Exchange management. During the year, the Company spent on R&D activities was about Rs. 377.63 Lakhs.
•Net profit of Bliss GVS Pharma rose 88% to Rs 394.4mn in the quarter ended September 2017 as against Rs 209.9mn during the previous quarter ended September 2016.
•Sales rose 40.73% to Rs 2265.5mn in the quarter ended September 2017 as against Rs 1690mnduring the previous quarter ended September 2016 rising by 34.1%.
•EBITDA de-grew by14% to Rs 779.1mn in the quarter ended September 2017 as against Rs 773.6mn during the previous quarter ended September 2016.


Outlook: The Company has established brand operations in existing markets that provide an ideal platform to extend the Bliss GVS product portfolio and with that, build new revenue streams. On the back of significant expansion across both Pharmaceutical & Healthcare verticals, the Company could be poised for an accelerated growth.

Highlights:
1.Segment leadership in Antimalarial products across most African markets.
2.The only EU-GMP certified suppositories manufacturer in India.
3.Company continued to grow geographies in Kenya, Nigeria and France on the back of contract manufacturing and new product launch.
4.Bliss GVS Pharma's manufacturing facility (Unit-II) situated at Palghar, Maharashtra has successfully completed the re-audit as per EU - GMP guidelines by European Authorities. This inspection was completed without any deficiencies, hence a smooth flow of operations can be expected for the coming terms

Manufacturing Capacity: The company has the capacity to produce 341.4 million units/annum of Suppositories & Pessaries, 250 million units/annum of Tablets, 6 million units/annum Dry Syrup, 21.6 million units/annum units of Satchets, 12.48 million vials/ annum of Dry Powder Injectable, Ampoules and 7.5 million tubes/ annum of Ointments, Creams & Gels. It has 4 Manufacturing units in Maharashtra, one in Daman, and another one is to be launched soon. Valuation: At CMP of Rs. 207 ,Bliss GVS Ltd. is trading at a P/E multiple of 15.2(x) compared to the industry peer of 28.6(x). The company has an upside potential of 20% to 25% in the next 12 to 18 months. We arrive at a target price in range of Rs257 to Rs.268. Thus we assign a “BUY on DIPS” rating on the stock.

Bliss GVS Pharma one year performance

Company Profile:
 Bliss GVS Pharma Ltd.is engaged in the manufacture of a wide range of Pessary Formulations, Suppository Formulations, Calcium Preparation, Protein Powders, Iron Preparation, Antibiotics, Analgesic & Antipyretics, Respiratory, Anti-inflammatory, Dermatological Preparations, Anti-Diarrhoeal products. The company’s most unique product is ‘Today Vaginal Contraceptive’, a safe female contraceptive.

Therapeutic Areas:
Anti-haemorrhoidal, Erectile Dysfunction, Laxatives, Anti-inflammatory, Anti-emetic, Anti-depressant, Antimigraine, Vaginal Contraceptive, Antifungal, Anti-bacterial, Anti-spasmodic, Lubricant, Anti-malarial, Anti-infective, Haematinic, Appetiser, Vitamin Supplement, Nutritional Supplement, Antacid Analgesic, Anti-helmintic, Anti-pyretic, Health Suppliments, Anit-Biotics, Anti-Ulcer, Anti-Septic, Laryngitis , Pharyngitis

•Bliss GVS manufacturing plants are certified to be GMP compliant by local and international standards: EU GMP, WHO GMP, OHSAS -18001: 2007 and ISO-14001:2004.
This Company is the only EU-GMP certified suppositories manufacturer in India.

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1 comment:

Riya Tiwari said...

This blog always has very transparent analysis of market trends, Thanks for sharing Forex trading tips

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