Novartis India Ltd

₹ 1,100 -0.34%

02 Jul - close price

About

Novartis India Ltd is primarily engaged in the Business of Wholesale of pharmaceuticals and medical goods.
^[1] It imports various medicines to India from different sources across the globe.^[2]

Key Points

Therapeutic Segments
The company's pharmaceutical business is focused on bone & pain, calcium portfolio, gynecology and neurosciences. Its generics business is focused on gynecology, anti-TB and anti-infectives. ^[1]

Website BSE

Market Cap ₹ 2,716 Cr.
Current Price ₹ 1,100
High / Low ₹ 1,224 / 600
Stock P/E 31.9
Book Value ₹ 302
Dividend Yield 2.27 %
ROCE 16.0 %
ROE 11.2 %
Face Value ₹ 5.00

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Pros

Company has reduced debt.
Company is almost debt free.

Cons

Stock is trading at 3.65 times its book value
The company has delivered a poor sales growth of -7.35% over past five years.
Company has a low return on equity of 10.3% over last 3 years.
Earnings include an other income of Rs.61.7 Cr.

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

Peer comparison

Sector: Trading Industry: Trading

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Detailed Comparison with:

Quarterly Results

Figures in Rs. Crores

	Mar 2021	Jun 2021	Sep 2021	Dec 2021	Mar 2022	Jun 2022	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024
	99	98	104	99	98	121	102	80	76	91	79	85	81
	84	90	97	92	93	89	85	73	67	73	62	65	70
Operating Profit	15	8	7	7	6	32	16	8	9	17	17	20	11
OPM %	15%	8%	7%	7%	6%	26%	16%	10%	12%	19%	21%	23%	14%
	12	6	6	6	-35	27	7	8	16	12	17	22	10
Interest	3	2	2	1	0	0	0	0	0	0	1	0	0
Depreciation	3	3	3	3	1	1	1	1	2	2	1	0	0
Profit before tax	22	10	9	8	-31	57	21	14	23	28	32	41	21
Tax %	56%	36%	24%	24%	25%	7%	14%	47%	-7%	27%	27%	36%	31%
	10	6	7	6	-23	52	18	8	25	20	24	27	15
EPS in Rs	3.93	2.54	2.84	2.57	-9.47	21.21	7.43	3.08	10.13	8.21	9.59	10.76	5.95
Raw PDF

Profit & Loss

Figures in Rs. Crores

	Mar 2013	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
	901	859	870	690	656	564	491	438	381	400	379	335
	810	861	874	656	631	570	478	426	355	373	314	270
Operating Profit	90	-1	-4	34	25	-6	12	12	27	27	65	65
OPM %	10%	-0%	-0%	5%	4%	-1%	2%	3%	7%	7%	17%	19%
	83	95	101	207	71	172	78	36	33	-17	58	62
Interest	0	0	0	0	1	6	2	6	8	5	2	1
Depreciation	4	4	4	3	4	3	3	13	12	10	6	3
Profit before tax	169	90	93	237	92	158	86	29	40	-4	115	123
Tax %	29%	-10%	15%	16%	38%	50%	40%	65%	48%	3%	10%	31%
	120	99	79	198	57	78	52	10	21	-4	103	85
EPS in Rs	37.46	30.83	24.75	62.04	20.33	31.74	20.97	4.08	8.46	-1.51	41.86	34.50
Dividend Payout %	27%	32%	40%	16%	49%	32%	48%	245%	118%	-663%	113%	72%

Compounded Sales Growth
10 Years:	-9%
5 Years:	-7%
3 Years:	-4%
TTM:	-12%

Compounded Profit Growth
10 Years:	-1%
5 Years:	10%
3 Years:	60%
TTM:	-15%

Stock Price CAGR
10 Years:	5%
5 Years:	11%
3 Years:	9%
1 Year:	32%

Return on Equity
10 Years:	8%
5 Years:	7%
3 Years:	10%
Last Year:	11%

Balance Sheet

Figures in Rs. Crores

	Mar 2013	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
Equity Capital	16	16	16	16	14	12	12	12	12	12	12	12
Reserves	884	945	986	1,178	906	721	747	708	699	679	763	732
	0	0	0	0	0	0	0	68	62	24	22	7
	241	241	244	239	230	377	223	289	229	242	186	173
Total Liabilities	1,141	1,202	1,246	1,433	1,150	1,111	982	1,078	1,002	958	983	925
	10	8	8	6	6	5	15	76	64	24	19	7
CWIP	0	0	0	0	0	0	0	0	0	0	0	0
Investments	0	0	0	0	0	0	0	0	0	0	0	0
	1,131	1,194	1,238	1,426	1,144	1,106	967	1,001	938	934	964	918
Total Assets	1,141	1,202	1,246	1,433	1,150	1,111	982	1,078	1,002	958	983	925

Cash Flows

Figures in Rs. Crores

	Mar 2013	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
	7	-5	-60	57	-41	161	-194	-23	-69	39	45	113
	-16	22	719	-630	424	69	274	56	95	87	-153	33
	-37	-38	-38	-39	-332	-268	-30	-41	-37	-36	-30	-121
Net Cash Flow	-46	-20	622	-612	51	-38	50	-9	-11	90	-139	26

Ratios

Figures in Rs. Crores

	Mar 2013	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
Debtor Days	33	33	35	27	23	28	34	31	37	41	35	45
Inventory Days	108	96	103	92	104	84	111	117	119	117	99	82
Days Payable	117	100	98	89	87	158	168	145	137	148	108	112
Cash Conversion Cycle	24	29	40	30	40	-45	-23	3	19	10	26	15
Working Capital Days	317	353	6	-35	-14	-99	7	9	75	-18	-33	-57
ROCE %	20%	10%	9%	22%	9%	17%	12%	5%	6%	6%	15%

Shareholding Pattern

Numbers in percentages

	Jun 2021	Sep 2021	Dec 2021	Mar 2022	Jun 2022	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024
	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%
	0.06%	0.03%	0.09%	0.12%	0.14%	0.17%	0.17%	0.17%	0.23%	0.32%	0.19%	0.19%
	0.84%	0.78%	0.78%	0.77%	0.78%	0.77%	0.77%	0.77%	0.75%	0.52%	0.52%	0.52%
	28.43%	28.51%	28.46%	28.43%	28.41%	28.37%	28.37%	28.38%	28.34%	28.47%	28.60%	28.61%
No. of Shareholders	43,784	45,141	44,640	44,371	43,996	43,275	42,622	41,947	43,343	43,992	43,128	41,239

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024
	73.40%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%	70.68%
	0.01%	0.00%	0.16%	0.04%	0.06%	0.12%	0.17%	0.19%
	1.34%	1.16%	0.94%	0.82%	0.78%	0.77%	0.77%	0.52%
	25.25%	28.16%	28.22%	28.46%	28.48%	28.43%	28.38%	28.61%
No. of Shareholders	44,497	40,051	40,545	41,107	41,572	44,371	41,947	41,239

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

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Novartis India Ltd

Novartis India Ltd

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Cash Flows

Ratios

Shareholding Pattern

Documents

Announcements

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