Daily BriefsIndia

Daily Brief India: Strides Pharma Science , Tata Technologies, Aegis Logistics and more

In today’s briefing:

  • Event Driven: Demerger of OneSource: A Multi-Modality CDMO
  • Thematic Building Block | India’s Semiconductor Push
  • Aegis Logistics Ltd- Forensic Analysis


Event Driven: Demerger of OneSource: A Multi-Modality CDMO

By Nimish Maheshwari

  • OneSource is riding the surging demand for GLP-1 drugs, a market projected to reach $30 Billion by 2030, with its expertise in Drug-Device Combination (DDC) solutions.
  • OneSource is projected to achieve revenue of $350-$400 million over the next 3-4 years from $145 million in 2024 , with an impressive EBITDA margin approaching 40% from 25% in 2024.
  • OneSource is expected to receive Listing Approval from the Stock Exchanges during Q4 FY25

Thematic Building Block | India’s Semiconductor Push

By Pranav Bhavsar

  • This insight explores the semiconductor industry’s fundamental building blocks, focusing on India’s role and target segments within the value chain.
  • The Indian government has committed INR 76,000 crore to establish a self-reliant semiconductor manufacturing ecosystem.
  • Key investments are being made in semiconductor manufacturing, focusing on design, assembly, testing, and packaging capabilities.

Aegis Logistics Ltd- Forensic Analysis

By Nitin Mangal

  • Aegis Logistics (AGIS IN)  or ALL is an integrated logistics and supply chains provider to the oil, gas, petroleum and chemical players. 
  • The company is currently on a capex spree, after joining hands with Royal Vopak to augment its terminals business.
  • While the business possesses good cash conversion, one should be bothered by some doubtful accounting with respect to capitalization policy, receivable provisioning, etc which might have beneficial impact on bottom-line.

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