Stock Snapshot
Price Performance
Recommendation Rationale
Strong growth outlook supported by strategic acquisition and operational improvements.
Basis of our Recommendation
Rubicon is demonstrating strong growth potential driven by robust quarterly results and a strategic acquisition that enhances its market position in the CNS therapy sector. The company's diversified growth and improved R&D productivity reflect solid demand and positive market sentiment, positioning it well for future expansion.
Why We Like This Stock
- Strong quarterly results indicating robust demand
- Acquisition of Arinna Lifescience enhances growth prospects
- Improved R&D productivity supports future innovation
Things To Watch Out For
- nan
Key Parameters
Financial Snapshot
| Actuals | Forecast | ||||
|---|---|---|---|---|---|
| FY24 | FY25 | FY26 | FY27 | FY28 | |
| Revenue (Cr.) | 854 | 1,284 | 1,754 | 2,324 | 2,825 |
| Profit Before Tax (Cr.) | 103 | 194 | 321 | 424 | 522 |
| PBT Margin | 12.1% | 15.1% | 18.3% | 18.2% | 18.5% |
| Net Profit (Cr.) | 90 | 132 | 235 | 318 | 391 |
| EPS | 5.4 | 8.0 | 14.3 | 19.3 | 23.7 |
Company Overview
Show Company Profile
Rubicon Research Limited operates as a specialty pharmaceutical company in India, the United States, and internationally. Its primary proprietary technologies for drug delivery comprising RubiSRL for the formulation of sustained release liquids using a combination of ion exchange and membrane diffusion controlled-release technologies; and RubiReten, a gastro-retentive system for drugs with poor solubility and a limited window of absorption. The company develops products in the areas of analgesics/pain management, hypokalemia, gastrointestinal, cardiovascular, skeletal muscle relaxants, metabolic, central nervous system, nicotine replacement therapy, and immunosuppressant. The company was incorporated in 1999 and is based in Mumbai, India.