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About -
Ami Organics Ltd (AOL)founded in 2004, is one of the leading pharmaceutical companies manufacturing different types of Advanced Pharmaceutical Intermediates, Active Pharmaceutical ingredients (API) for New Chemical Entities (NCE), KSM, agrochemicals and fine chemicals.
Ami Organics Ltd (AOL)founded in 2004, is one of the leading pharmaceutical companies manufacturing different types of Advanced Pharmaceutical Intermediates, Active Pharmaceutical ingredients (API) for New Chemical Entities (NCE), KSM, agrochemicals and fine chemicals.
Financial Summary -
Q4 FY22 (YoY)
Revenue were at ₹144 Cr ⬆️55%
EBITDA at ₹26 Cr ⬆️ 11%
PAT at ₹21 Cr ⬆️ 38%
Q4 FY22 (YoY)
Revenue were at ₹144 Cr ⬆️55%
EBITDA at ₹26 Cr ⬆️ 11%
PAT at ₹21 Cr ⬆️ 38%
AOL has a global footprint spanning all the regulated markets (Europe, USA, China, Israel, Japan, Latin America) & rest of the world. AOL caters to 150
customers across India & 25 countries. In 2015, AOL formed a 50-50 JV Ami Onco -Theranostics LLC (Delaware, USA) with
customers across India & 25 countries. In 2015, AOL formed a 50-50 JV Ami Onco -Theranostics LLC (Delaware, USA) with
Photolitec LLC. This entity currently holds the rights for 3 patents for new photosensitizing compounds used to identify and treat cancer. Ami Onco - Theranostics LLC has the rights for worldwide usage (except China) of some of these patents.
Products :
▪️ Advance Intermediates for Pharmaceuticals -
- 450+ Products
- Intermediates across 17 therapeutic areas
- Chronic Therapy focus: 91%
- Majorly backward integrated to Basic Chemical
level
- 50-90% global market share key molecules
▪️ Advance Intermediates for Pharmaceuticals -
- 450+ Products
- Intermediates across 17 therapeutic areas
- Chronic Therapy focus: 91%
- Majorly backward integrated to Basic Chemical
level
- 50-90% global market share key molecules
▪️ Specialty Chemicals -
- Niche KSM for Agrochem & Finechem companies
- Parabens & paraben formulations, Salicylic Acid &
other specialty chemicals that find end-use in cosmetics, dyes, polymers & agrochemical
industries, animal foods & personal care industries
- Niche KSM for Agrochem & Finechem companies
- Parabens & paraben formulations, Salicylic Acid &
other specialty chemicals that find end-use in cosmetics, dyes, polymers & agrochemical
industries, animal foods & personal care industries
- New segment : Electrolyte used in manufacturing
cells for energy storage devices.
Customers -
Co has Strong & long-term relations with Diversified Customers across Geographies.
Some of their Top Customers are :
cells for energy storage devices.
Customers -
Co has Strong & long-term relations with Diversified Customers across Geographies.
Some of their Top Customers are :
Strategic focus on Pharma Intermediates -
Given sensitive IPR regime of global pharma, Co have a policy stance to focus only on intermediates or advanced intermediates of new-generation medicines in key therapeutic areas. It strategically ramps up its facilities for large
Given sensitive IPR regime of global pharma, Co have a policy stance to focus only on intermediates or advanced intermediates of new-generation medicines in key therapeutic areas. It strategically ramps up its facilities for large
volume / value driven molecules which are going to
be off-patent in 2-3 years in global markets especially in US, EU and key EMs. This has resulted in gaining best of the two domains: attained more than 70% of its exports from EU & US while zero involvement in IPR complexities.
be off-patent in 2-3 years in global markets especially in US, EU and key EMs. This has resulted in gaining best of the two domains: attained more than 70% of its exports from EU & US while zero involvement in IPR complexities.
Capex Plans -
On 29th April, BOD approved the Capex plan of Rs
190cr to build a brownfield plant in Ankleshwar,
Gujarat, to support the future business growth in the
company’s advanced pharmaceutical intermediates
segment.
On 29th April, BOD approved the Capex plan of Rs
190cr to build a brownfield plant in Ankleshwar,
Gujarat, to support the future business growth in the
company’s advanced pharmaceutical intermediates
segment.
The Capex will be funded through a mix of General
Corporate funds of IPO proceeds, internal accruals &
debt. Currently, the co does not have long-term debt
on the books other than a short-term working capital loan.
Corporate funds of IPO proceeds, internal accruals &
debt. Currently, the co does not have long-term debt
on the books other than a short-term working capital loan.
Key Risks :
- Unexpected change in government policies and regulations.
- Revenue concentration risk.
- Unfavorable forex rates.
- Difficulty in sustaining the profitability.
- Competition.
- Unexpected change in government policies and regulations.
- Revenue concentration risk.
- Unfavorable forex rates.
- Difficulty in sustaining the profitability.
- Competition.
Conclusion -
Co has well established & long-term relations with diversified domestic & MNC companies across large & fast-growing markets globally. About 13 customers
have been associated with AMIORG since last 10 years while 50 customers have been associated since last 5 years.
Co has well established & long-term relations with diversified domestic & MNC companies across large & fast-growing markets globally. About 13 customers
have been associated with AMIORG since last 10 years while 50 customers have been associated since last 5 years.
It also enters into contract manufacturing agreements with vendors to supply raw materials. This allows to minimise supply failure risk & generate greater negotiating power over suppliers.
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@Shubham_TLI @shubhfin @DrdhimanBhatta1
@Shubham_TLI @shubhfin @DrdhimanBhatta1
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