Prime Stock Recommendation: A niche pharma stock turns attractive again
Find out why we are bullish again on this niche CRO / CDMO player!
N V Chandrachoodamani
Chandrachoodamani started his capital market career in mid 2000s with Equity Intelligence India and then worked with several capital market Intermediaries in various roles over the last 15 years. Most of his career experience has been in equity research and PMS. Most recently, he was with MOAT, a PMS firm. He is a graduate in mathematics, a post graduate in finance, and holds a CFP certification. LinkedIn|Twitter
All Posts »
More like this
Nifty IT Stocks Rally: A price bounce or a sector turnaround?
PrimeInvestor Research Team
August 4, 2026
Read More »
Technical outlook: Promise in Consumer Durables, the grind continues in Nifty50
B Krishnakumar
August 3, 2026
Read More »
3 thoughts on “Prime Stock Recommendation: A niche pharma stock turns attractive again”
Thanks a lot Chandra
Thanks a lot. Any color on recent Management changes? I guess that should also be one of the reasons to look forward to this stock, which has been a laggard in last 2-3 years. Poor Execution of prior management was also visible in taking the enormous time to bring MANGALORE capacity up.
Welcome your query sir,
You are absolutely spot on
Not sure whether they could have better executed or not. Maybe the timing of acquisition of capacities (recent ones) and set back in scaling up are questionable in the hindsight.
As it stands now, the Co. has grown its services business at a healthy pace in last 3 Years, which is a difficult think to achieve Vs manufacturing.
Considering the core capabilities of the Co. and hoping that the mgmt. will not let go of any opportunity that comes in manufacturing, it’s worth taking a bet on it again
Of late, the CRO/CDMO has been seeing lot of PE action and they have been poaching experienced personnel. Syngene’s Ex-COO is now head of a PE funded CDMO player
This equally highlights of challenges for established players as well as the growing size of opportunity.
In this context, a bit more aggression will be required from Syngene mgmt. to ensure that they make complete use of the opportunity.
Will wait and see over next 2-3 quarters
Hope this clarifies
Thank you
Comments are closed.