A Thread On ANG 🧵
 
ANG Lifescience Ltd

Cmp 316

Market cap :164 cr

Promoter holding :71%

Public : 29%

ROCE :23.7%

ROE : 20.4%

Book value :66.7
 
Management has given Revenue Guidance of 350 Cr in current financial but confident to post 450 to 500 Cr Revenue in Current FY

Company will post In H1
________________________

*Topline 240 Cr

Ebidta 25 Cr,

NP 18 Cr,

EPS 36 Rs*

Which will be 600% Rise in Profit YoY.

Current FY
____________

*Total Revenue  >>> 450- 500 Cr

EBIDTA >>>> 45 Cr

NP >>> 35 Cr

EPS >>> 70 Rs.*
Stock can see 4 digit  in next 10 to 12 month or Current FY.

ANG life science has 3 injectable units which is spread in 4500 Sq mtr & 11k Sq Mtr area at Baddi and 1 OSD unit ( Oral Solid Dosage).One injectable unit is under commissioning which will be operational in Dec 2021.
ANG life science India ltd ,incorporated in the year 2006 at Baddi  is engaged in the business of Manufacturing and Marketing of finished Pharmaceutical  Formulation in a Dosage form of Sterile Dry Powder Injection Vial.
The company products portfolio include *100 plus product comprising major Therapeutic categories such as Cephalosporin’s Antibiotic( Generation I,II,III,IV),Antiviral, Antimalarial, Antiulcer, Carbapenem, Corticosteroid , Penicillin & B Lactamases Inhibitor.
The company has 450 employees working in shift.
 
*Company has announced  Bonus share and Migration to  BSE Main Board recently* . Migration to Main Board possible in next 3 month.
 
Company made investment in startup Healthcare IT Company - *Renatus Meditech Solution Pvt Ltd.
As a seed investor of 10% stake* . Company in Future will invest as Angel investor in the Startup…Renatus Meditech Solutions mainly Deals in Health Card, Hospital Management Software, Tele Medicine Etc….
*_Export Order*in last 3 yr_
___________________________
 
Export data year vise

*Fy18-19 - 44 lacks

Fy19-20 - 1.6cr

Fy20-21 - 10 cr

FY21-22- 100 cr*
 
Tremendous growth in Export in coming year.
Company  continues its growth phase and has acquired 3 companies last year and 1 Company in Current FY.

1.MBL Pharmaceutical Ltd

 Company acquired This unit  which is OSD ( Oral solid Dosage).The company have diversified their product base and entered manufacturing of Tablets,
Capsules and Dry Syrups after recent acquisition of Unit 4 in Barotiwala, Solan in January 2021 with total installed capacity of

*Tablets >>>>> 14.40 Cr.

Capsules >>>> 5.50 Cr.

Dry Syrup>>>>0.50 Cr.  per annum.*
Further, ANG have well designed marketing and selling arrangement, categorized majorly into four types of market segments, i.e., institutional segment, third party manufacturing, direct marketing and export market.
This helps the company in reducing the concentration risk arising from dependency on a single line or product or any particular market segment. *ANG will Make this 250 Cr. Revenue Plant Next Year..*
2. _Star Biotech Pvt Ltd:-_
_________________________

Company has acquired this Star Biotech during IPO and having capacity of 120 Millions injectable vial annually. This unit is Even Bigger then ANG Flagship unit. This unit will be operation from December 2021 onwards.
ANG would transform Star Biotech Unit into a dedicated Penicillin  Formulation unit to Manufacture and Market Penicillin Products like Dry Powder Injection, Dry Syrup and Tablets for Domestic and Global demand.* Company will establish this as complete Export Unit.
Which will cater all the Needs and Demands of Foreign client. *Company will make  Star biotech a 250 Cr. Revenue Unit in Next FY with healthy bottom line.*
3. Jyot Swarup Pvt. Ltd.
_____________________________

ANG acquired Jyot Swarup a Textile company with land measuring 1400 https://t.co/kue91HYqxT in 2020. ANG had purchased the *land parcel at Approximately 30 to 40% below the Market Value for its Future Expansion.
ANG would set up a Surgical Unit in Future to cater wide range of general medical Healthcare.* ANG is using Jyot Swaup as dedicated Store House currently.
3.  _Mansa Print and Publishers Ltd.:-_
______________________

The company has taken a step towards strategic backward integration by acquiring Mansa Print & Publishers Limited recently through NCLT from Ind-Swift Ltd. In 2021.
Mansa Print & Publishers Ltd is engaged in printing and packaging business covering manufacturing of packaging products including *Cartons, Corrugated Boxes, Labeling and Aluminum Foil. It has complete dedicated Stationary unit* to cater needs of Schools and Colleges.
It will help the company in optimizing their costs and ensuring timely availability of packaging products. Company continues its growth phase and planning to grow inorganic and Organic going forward. CO. will Generate 15 to 17 Cr Topline from Mansa with Healthy Bottomline.
*Main Brands*
___________

1.PANTANG
2.CION
3.RECORTE
4.ANSOLONE
5.ANGITAX
6.PIPAZO
7.RABRAB
8.CEFUNOV
9.AGCLAV
10.KEFZONE

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