Published: 30th July 2024

Akums Drugs IPO: The Good and the Bad

By: Value Research

About the company

Akums Drugs is a pharma contract development and manufacturing organisation or CDMO player. It manufactures an extensive range of finished dosages and APIs for its customers.

Total IPO size (Rs cr) 1,857 Offer for sale (Rs cr) 680 Fresh issue (Rs cr) 1,177 Price band (Rs) 646 - 679 Subscription dates July 30, 2024 to August 1, 2024 Purpose of the issue To repay debt, fund potential acquisitions and meet working capital requirements

IPO details

M-cap (Rs cr) 10,685 Net worth (Rs cr) 1,470 Promoter holding (%) 75.3 Price/earnings ratio (P/E) 13356 Price/book ratio (P/B) 7.3

Post-IPO

Key financials 2Y growth (% pa) FY24 FY23 FY22   Revenue (Rs cr) 6.7 4178 3655 3672   EBIT (Rs cr) - -2 225 -186   PAT (Rs cr) - 1 98 -251   Net worth (Rs cr) 709 717 622   Total debt 567 618 394

Financial history

PAT is profit after tax EBIT is earnings before interest and tax

Ratios 3Y average (%) FY24 FY23 FY22   ROE (%) -8.8 0.11 13.5 -40.1   ROCE (%) 3 3.4 24.6 -18.9   EBIT margin (%) 0.4 -0.1 6.2 -5.1   Debt-to-equity 0.8 0.9 0.6

Key ratios

ROE is return on equity ROCE is return on capital employed

The Good

Akums Drugs is the largest India-focused CDMO company by revenue and capacity. It can manufacture nearly 50 billion finished dosages annually through its 11 facilities.

The Good

It counts giants like Sun Pharma, Dr Reddy’s Lab and Mankind Pharma among its clients. It has solid client retention as 76% of its revenue came from recurring customers over the last 5 years.

The Bad

Akums Drugs has a large cash liability towards one of its major investors. This can impact its cash balances. Our full analysis has all the details. Check it from the link below.

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