DCALDishman Carbogen Amc

₹297.6+1.85%

Market Cap

₹4,658.81 Cr

Stock P/E

44.70

ROCE

2.31%

ROE

0.06%

Book Value

₹373.44

Financials

YoY Net Sales

EPS Growth

Operating Margin

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Shareholding

Holdings

Distribution

Promoter

Foreign Investors

Domestic Investors

Public

From Last Concall

POSITIVES

•
Solid Q1 FY26: revenue grew about 35% year-on-year to Rs 708 crore, with EBITDA margin about 19.9% and PAT around Rs 23.4 crore.
•
FDA regulatory momentum at Naroda supports credibility and future capability expansion.

NEGATIVES

•
Pipeline visibility risk: two late-phase APIs have been put on hold, reducing the Phase 3 pipeline.
•
France facility ramp-up risk evident from Q1 EBITDA loss despite modest revenue.

Peers Summary

Sector Leader

In the Pharmaceuticals & Drugs sector, Dishman Carbogen Amcis Ltd. is underperforming relative to its peers, particularly in growth and profitability metrics. Companies like Sun Pharmaceutical Industries and Dr. Reddy's Laboratories exhibit strong financial health, while Dishman's high PE ratio coupled with low profitability metrics raises concerns about its valuation. Overall, there are solid value picks in the sector, alongside some financially stressed firms.

Key Points

• Dishman Carbogen Amcis has weak growth and profitability metrics compared to peers.
• Sun Pharmaceutical and Dr. Reddy's Laboratories are sector leaders in profitability and growth.
• Dishman has a high PE ratio and low PAT margin, raising valuation concerns.
• Cipla Ltd. appears to be a strong value pick with solid growth and reasonable valuation metrics.

Top Performers

Sun Pharmaceutical Industries Ltd.

Highest ROE (16.13%), strong growth (8.42% YoY) and profitability metrics.

Dr. Reddy's Laboratories Ltd.

Second highest ROE (21.76%) and significant revenue growth (16.54% YoY).

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