Piramal Enterprise - Knowledge , Action, Care

BSE: 500302  | NSE: PEL | ISIN: INE140A01024  | SECTOR: PHARMACEUTICALS

·                     Market Cap - 54,965.90 Cr

·                     Current Market Price - 3044 (Accumulate Till 2800)

·                     Book Value – 1465

·                     PE – 12 (Lowest PE in Sector)

·                     Face Value -  2.00

·                     52 Week High - 3308 

·                     52 Week  Low-  22750

·                     Target - 4000 (Upside 31 %)

·                     Stoploss - 2600 

·                     Risk to Reward Ratio - 1:2.5

1. Company Information -

The Piramal Group is a diversified global business, such as healthcare, life sciences, drug discovery, healthcare information management, specialty glass packaging, financial services and real estate. Ajay Piramal is the chairman of the Piramal Group.

2. Corporate Structure and Brands -

Company (NBFC -47%, Pharma - 42%, Health Care Insight - 11%)

3. Performance

4. Key business drivers

1.       JV with NavinFluorine

2.       Leveraging strong hospital network

3.       7000 Cr. Fund Raise -   out of the `7,000 Cr that the Company raised in this financial year, ~`5,000 Cr has been allocated to Financial Services and balance is for Pharma and other initiatives.  (Target price – 4050 By MOSL)

5. PEL Share Holding Pattern -

1.       Promoter – 51.38

2.       Public – 47.73

3.       Other – 0.89

Total – 100

6. WHY to invest ? 

1.       Stock Trading at 12 PE

2.       Stock Trading all Important Moving Avg.

3.       Flog Pattern Breakout

4.       Good Quality of Management

5.       ROE 23 over 29 Year,  29 over 6 years

6.       40% annualized Return over 5 Years

7.       Billion Dollar Fund Raising

8.       Company paying Healthy Dividend of 1250% of Face value