资源描述
2009 1210 2023 12 24 API Divis Divis Lab Divis 1990 Divis Research Center DRC API Generic APIs Custom Synthesis 2023 API 48%44%8%2023 88%+Divis Lab Diviss Divis/CDMO CDMO 2019-2023 15.0%20 Divis Lab Divis API Divis API 1 2 3 S0360520110002 S0360523080006%()476 0.06()68,164.78 8.01()54,772.78 8.32%1M 6M 12M-5.1%-3.1%-7.0%0.8%10.5%6.0%&57 Medpace 2023-12-23 8 IDEXX 2023-12-21 2023-12-18-14%-6%2%10%22/12 23/03 23/05 23/07 23/10 23/122022-12-262023-12-22 300 2009 1210 Divis Lab CDMO Divis Divis Divis Divis CDMO CDMO Divis Lab Divis API 0YCXvMrMsRoPoQmPmRoRnMaQcM9PoMpPoMpMeRrQtRiNoMmR9PmMuMuOrNpMuOsQsO 2009 1210 3.6.9.9 Divis+.9.11.13.14 Divis.15.15 API.17.17.20 2009 1210 4 1 Divis Lab.6 2 FY2009-2023 Divis Lab.7 3 FY2023 Divis Lab.7 4 FY2009-2023 Divis Lab.7 5 FY2009-2023 Divis Lab.8 6 Divis FY2023.8 7 Divis.8 8 FY2019-2023 Divis API.9 9 11.10 10 FY2011-2023 Divis.10 11 FY2009-2023 Divis Lab.11 12 Divis Lab API 2023/11/29.11 13 Divis Lab API 2023/11/29.12 14 2017-2030E CDMO.13 15 FY2019-2023 Divis.14 16 2024-2034E.14 17 FY2019-2023 Divis.15 18 15 Divis.16 19 FY2009-2023 Divis ROE.16 20 FY2009-2023 Divis.16 21 FY2009-2013 Divis API CDMO.17 22 FY2009-2021 Divis API.17 23.18 24.18 25 2023H1.18 26 2023H1.18 27.19 28.19 29 2023H1.19 30 2023H1.19 31.19 32.19 33 2023H1.20 2009 1210 5 34 2023H1.20 2009 1210 6 Divis Lab 1990 API Divis Divis 2009-2023 15 5.6 3.4 Bloomberg 2025 PE 40 2023/11/25 850 Divis 15 Divis 62.8%28.3%Divis Divis CDMO CDMO 1990 Divis Research Center(DRC)API 1995 UNIT-2002 UNIT-UNIT-14,600m API 1 Divis Lab Divi s Lab 2009-2023 14%22%+15 2009-2023 Divis 1 2010 20%2 2016 11-12 Divis FDA 2018 3 2021 2023 13%2009 1210 7 2 FY2009-2023 Divis Lab Divi s Lab API CDMO API API 2023 API 48%44%8%Divis API 60:40 40:60 FY2023 88%70%70%12%3 FY2023 Divis Lab 4 FY2009-2023 Divis Lab Divi s Lab Divi s Lab API48%CDMO44%8%51%49%45%43%42%44%38%32%33%29%27%23%24%44%29%31%26%30%28%34%37%35%43%40%44%46%48%47%33%41%7%9%8%11%10%9%13%12%13%13%12%13%12%10%12%2%3%4%15%6%7%10%11%12%9%12%11%12%9%14%0%10%20%30%40%50%60%70%80%90%100%ROW 2009 1210 8 Divis 2009-2023 Divis Lab 62.8%28.3%Laurus Labs Solara Neuland 2009-2023 Divis 25%2016 FDA 2018 2018 22%2023 2023 23%5 FY2009-2023 Divis Lab 6 Divis FY2023 Divi s Lab 51.9%Dr.Kiran S.Divi Ms.Nilima Prasad Divi 20.34%Dr.Murali K.Divi 2.85%Divi 7 Divis Dr.Murali K.Divi 2.85%Mr.N.V.Ramana 25 Divis Dr.Kiran S.Divi CEO JNTU 2020 1 CEO 20.34%Ms.Nilima Prasad Divi 20.34%Divi s Bloomberg*2023/09/30 0%10%20%30%40%50%60%70%80%15 15 56.39%13.14%-10%0%10%20%30%40%50%60%70%毛利率 净利率Divis Lab Laurus labs Solara Neuland 2009 1210 9 2027 2600 Solara 2022 1905 2027 2613 6.5%&Divis 30 API 10 Divis 2019-2023 5 11.4%2019-2023 253 274 362 309 389 8 FY2019-2023 Divis API Divi s Lab Divis+1 Divis Lab API Divis API Divis Divis 2 API Divis API Lauras Labs Solara Neuland3-50 100 150 200 250 300 350 400 450FY2019 FY2020 FY2021 FY2022 FY2023API 2009 1210 10 Divis 11 40%50%9 11 3 Divis PWC Reviving Indias API industry 5-7%vs 11-14%1%vs 3%11/kwh vs 19/kwh 50%API API Divis 2011-2023 Divis 33%45%2017 58%Divis FY2023 20%10 FY2011-2023 Divis Divi s Lab 40%55%53%51%30%35%40%45%50%55%60%65%70%Divis Lab Laurus Labs Solara NeulandFY2013 FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 平均33%39%41%47%50%55%58%52%52%50%44%46%45%0%10%20%30%40%50%60%70%2009 1210 11 Divis 32 API 10 100/1000 16 API Divis 10 API 11 FY2009-2023 Divis Lab Divi s Lab 60-70%20-30%12 Divis Lab API 2023/11/29 1 17 2 18 3 19 4 20 5 21 6 HBr 22 7/23 8 24 9 25 10 26 11 27 12 28 61%55%52%51%48%46%44%43%43%46%47%47%49%60%46%0%10%20%30%40%50%60%70%2009 1210 12 13 29 14 30 15 31 16*32*/MPP/MSD Divi s Lab 1 Divis 2 Divis Divis 3 16 API 200 13 Divis Lab API 2023/11/29 2022 1 2 UCB 5.34 3/72.34 5 6 7 OAB 12.82 8 8.59 9 10 BMS/117.89 11 8.59 1 GE/栢 2 3 GE 4 5 Liebel-Flarsheim Divi s Lab UCB 2009 1210 13 CDMO Frost&Sullivan 2017-2022 CDMO 394 749 13.7%2030 CDMO 2310 14 2017-2030E CDMO Frost&Sullivan CDMO CDMO Divis cGMP Divis MNC 12 20 500 Divis 20Kg/c Rxs/NBL/2019-2023 204 229 281 535 357 15.0%19-23 12.3%05001,0001,5002,0002,5002017 2018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030ECDMO 2009 1210 14 15 FY2019-2023 Divis Divi s Lab Fact.MR 2024 14.5 5.4%16 2024-2034E Fact.MR Carotenoid Market Divis 2007 Beta-Divis FDA 2019-2023 53 56 60 63 65 5.1%-100 200 300 400 500 600FY2019 FY2020 FY2021 FY2022 FY2023CDMO 15250510152025302024E 2034E 2009 1210 15 17 FY2019-2023 Divis Divi s Lab Divis Divis Divis Lab Divis Divis 1995-2011 1995 Unit-1 2003 Unit-2 2006 2011 Unit-2 SEZ Unit DSN SEZ Unit 2012-2018 2011-2016 Unit-1 Unit-2 24%49%1762m 7811m 2019-2020 2 3 2 Unit-1 DC SEZ unit Unit-2 DCV SEZ Unit 30 35 40 45 50 55 60 65 70FY2019 FY2020 FY2021 FY2022 FY2023 2009 1210 16 18 15 Divis Divis Bloomberg 1 2009-2023 5.6 Divis 4000m 14600m 2.65 7.7 1.1-1.8 2 Divis 2023 11.6%15 16.4%Divis 15 ROE FY2009-2023 15 93%19 FY2009-2023 Divis ROE 20 FY2009-2023 Divis Bloomberg Bloomberg 0%5%10%15%20%25%30%35%40%45%50%FY2009FY2010FY2011FY2012FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023ROE 0%20%40%60%80%100%120%140%160%180%200%-50 100 150 200 250 300 350FY2009FY2010FY2011FY2012FY2013FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023 2009 1210 17 ROE API API API API/1999 22 Divis 60-70%2009-2021 Divis API 22.4 139.4 16.5%21 FY2009-2013 Divis API CDMO 22 FY2009-2021 Divis API Divis Divis API Divis Divis API 4283 35 5135602468101214FY2009 FY2010 FY2011 FY2012 FY2013API 22.4 16.9 26.1 35.4 36.5 48.1 56.1 68.5 65.7 58.7 89.0 97.1 139.4 0%5%10%15%20%25%-20.0 40.0 60.0 80.0 100.0 120.0 140.0 160.0 2009 1210 18 1989 30 CDMO 23 24 Wind Wind 25 2023H1 26 2023H1 Wind Wind 1997 2018-2020 CDMO 63.76 72.11 78.80 89.43 105.45 85.00 0%2%4%6%8%10%12%14%16%18%20%-20.00 40.00 60.00 80.00 100.00 120.002018 2019 2020 2021 2022 2023Q1-3 3.71 5.53 8.17 9.56 9.89 8.51 0%10%20%30%40%50%60%-2.00 4.00 6.00 8.00 10.00 12.002018 2019 2020 2021 2022 2023Q1-3,42.04,70%CDMO,11.39,19%,5.74,10%,0.37,1%,7.79,49%CDMO,5.10,32%,2.89,18%,0.06,1%2009 1210 19 27 28 Wind Wind 29 2023H1 30 2023H1 Wind Wind 2004 cGMP EHS 31 32 Wind Wind 14.67 21.11 25.87 25.45 26.67 18.65-20%-10%0%10%20%30%40%50%-5.00 10.00 15.00 20.00 25.00 30.002018 2019 2020 2021 2022 2023Q1-3 1.64 5.86 6.67 2.05-1.19 0.69-200%-100%0%100%200%300%400%500%600%700%800%-2.00-1.00-1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.002018 2019 2020 2021 2022 2023Q1-3,10.66,79%CMO,2.31,17%,0.49,4%,3.68,69%CMO,1.36,25%,0.34,6%2.67 4.13 4.35 5.92 7.20 5.60 0%10%20%30%40%50%60%-1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.002018 2019 2020 2021 2022 2023Q1-3 0.25 0.48 0.70 0.81 1.01 0.79 0%20%40%60%80%100%120%-0.20 0.40 0.60 0.80 1.00 1.202018 2019 2020 2021 2022 2023Q1-3 2009 1210 20 33 2023H1 34 2023H1 Wind Wind 1 2 3,3.19,83%,0.63,17%,0.99,78%,0.28,22%2009 1210 21 2020 2020 2020 2020 2020 2020 2020 2023 2021 2022 2022 2022 2023 2023 2009 1210 22 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 23 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
展开阅读全文