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Hello guys, so let's start today's video. That's why Mukul Agarwal and Vijay Kedia are betting on this company. Yes , that's why we are betting because its business is strong. There is less competition. Yes, there is less competition and there are chances of increase in earnings in the future. When big investors buy such stocks, it means the company has long-term growth potential.
Now let's talk about the news. So New lBasis is an Indian pharmaceutical company and the base of the company can be seen here that the base of the company is in Hyderabad and this company manufactures API, that is, yes this company manufactures API, that is, raw material for medicine, yes raw material, the company also does contract manufacturing, yes the company also does contract manufacturing, here you can see that the company also does contract manufacturing.
Meaning it manufactures medicines for other companies and it also manufactures peptize based medicines. This is an advanced and high value product. Now we are talking about famous investors and their interests. So two famous investors are Mukul Agarwal and Vijay Keria. He has invested in Newland. Mukul Agarwal's stake is 3.12%, which can be seen here as approximately equal to Rs 630 crore.
Yes, it is equal to Rs 630 crore. And if we talk about Vijay Kedia, then you can see his stake here that it is 1.01%. It is approximately equal to Rs 2006 crore. So these investors as usual invest only in high quality and long term growth companies. Therefore, their investment increases confidence in the company.
So that means Newland stock makes a lot of money in the long term. Yes , he has been making a lot of money. So here you can see the 5 year return of Rs 1000 is 12,275%. Meaning if 1 lakh had been invested then it would have been 12.75 lakh and the 1 year return is 7%, short term growth is a bit slow.
Yes, the short term growth is a bit slow and if you talk about the 6 month return then here you can see that it is 23%. In the short term, yes, which also goes up and down in the short term. This means that there are short term ups and downs but long term growth is strong. And now let's talk about Newland's financial growth, it is very strong.
Revenue Growth 14% in 5 years can be seen here is 14% CAGR in 5 years. Meaning the company's business is growing steadily. The profit growth over 5 years can be seen here as 67% CAGR. Meaning the profit is increasing very rapidly. The stock price growth is 72% CAGR. Meaning the share price is also increasing rapidly.
Meaning profit sales, yes, meaning profit is growing faster than sales. Which shows that the company's margins are improving. So Neyland's business strategy and profit is fast and margin improvement is strong too. Now let's talk about Neiland 's recent quarterly performance has been very strong. Revenue: Here you can see that the revenue is Rs 54 crore which is 65% year on year growth.
Meaning the business has become quite big. You can see the net profit here that it is 97, yes the net profit is 97 crores which is 1994%, yes 1994% year on year growth. Meaning the profit has almost increased three times. And if we talk about EBITDA now, it is Rs 156 crore which is 152% year on year growth.
This means that operational profit has also improved significantly. This means there is strong demand, better scale and higher profitability. So its recent quarter bang revenue. Yes, the bang, revenue and profit margins are all strong. Now we are talking about Newland's major part of business. So global, yes it is global and here you can see that 82% of the revenue comes from exports.
Yes, 82% of the revenue comes from exports and the major market is US and Europe. The company has exported 990 plus drugs worldwide here, yes DMF DMF and the high margin can be seen here that the source of high margin business is contract manufacturing which is CMS 44% revenue and if you talk about peptize and complex API here, then peptize and complex API, less competition, more profit means the company is earning strong profit through global demand plus high margin product.
Now the talk is that Naland's future growth plan is strong. Here you can see that the company will invest Rs 250 crore in the peptide plant. Yes , it will invest Rs 250 crore in the peptides plant. 1990 crore will build new RAD centre. Yes, a new RAD centre will be built for Rs 1990 crore to develop new medicines and their focus will be on complex and high value medicines.
There is also risk. Yes, here you can see that the risk is there in the stock, the risk is also there. The stock is a bit expensive, the PE ratio is 98 times and that depends on the pharma sector regulations, there can be an impact from the chain. So, this company's growth is strong but the stock is expensive and there is also a risk of pharma rules.
So see, no one is asking you to buy or sell stocks. It is being provided just for your knowledge. Thank you.
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