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Taro Pharmaceutical Industries Ltd. Message Board

doodhaa 2 posts  |  Last Activity: Nov 19, 2014 6:05 PM Member since: Oct 15, 2011
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  • Surya Patra: Just a clarification, the observation regards to Taro numbers is that, the second quarter
    and third quarter normally are the strongest contributor and even the margin profile during these
    quarters are much better than the other two. So whether any cyclicality is there in that business or that
    is a period when normally they take the price hike?
    Dilip S. Shanghvi: I do not think we have studied at a level of granularity, but general concept in US
    is that because of the holidays, the wholesalers are not sure as to normal operations for first one to two
    weeks, so people buy slightly larger quantity at the end of the year in December.

    Sentiment: Hold

  • by Anubhav Aggarwal and Chunky Shah.
    Taro's 2Q reflects full benefit of recent price increase. Earnings
    upside from 2Q level depends on (1) use of cash – Taro likely to
    end FY15 with $900 mn (13% of Mcap) and current yield is low at
    1% (2) Taro’s own pipeline should start contributing meaningfully
    from late FY16 early FY17 onwards (3) Taro has surprised
    consistently with ability to push through price increase. We
    increase TP to $190 (from $150) based on 15x FY16 EPS.

    Sentiment: Strong Buy

145.01+0.43(+0.30%)Dec 26 4:02 PMEST

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