{"id":67106,"date":"2025-02-04T03:13:07","date_gmt":"2025-02-04T03:13:07","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/exiting-suven-pharma-with-663-return-in-4-5-years\/"},"modified":"2025-02-04T03:13:07","modified_gmt":"2025-02-04T03:13:07","slug":"exiting-suven-pharma-with-663-return-in-4-5-years","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=67106","title":{"rendered":"Exiting Suven Pharma with 663% Return in 4.5 years! &#8211;"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>We invested in\u00a0Suven\u00a0Pharma in December 2019 (pre-demerger) at a price of Rs 131 a share (adjusted for the demerger of\u00a0Suven\u00a0Life Sciences). Over the last four years, the stock has zoomed to Rs 1,000 implying a 7.6 bagger (663% return) for us in one of the highest quality pharma business of CDMO run by an incredible owner-operator.<\/p>\n<p>We remained invested in this exceptional business even when the promoter changed from Mr Jasti to a private equity player in Dec\u201922, as we found the stated strategy of making\u00a0Suven\u00a0a platform interesting. The ongoing merger of Cohance, along with few other smaller acquisitions, does seem to indicate prompt steps toward the stated goal.<\/p>\n<p>Even though most of the acquisitions are believed to be EPS accretive and hence could create value for shareholders of\u00a0Suven\u00a0Pharma, it does seem to be priced-in to a great extent at the current market cap of Rs 25,500 Cr for a business that currently does about Rs 1,000 Cr in annual sales &amp; Rs 400-500 Cr in net profit.<\/p>\n<p>If Advent (PE) executes well with proper integration of these acquired assets and extracts the maximum synergies out of this platform, there could be further optionalities\/upside that may emerge over time implying we could be missing out on those. But based on the current available information, we believe the risk-reward doesn\u2019t seem to be favorable to carry this position any further. When we invested at Rs 131, we had very little to lose but a lot to gain making risk-reward very favourable for us, today at Rs 1,000 it is the exact opposite. Keeping in mind the same, we recently exited this investment.<\/p>\n<p>We consider ourselves to be in the profession of primarily managing the risks and not the returns. This essentially implies the returns are only \u2018optimised\u2019 as opposed to being \u2018maximised\u2019, while trying to minimise the risks that can lead to permanent loss of capital. Further, any attempt to consistently buy at the bottom or sell at the top is only theoretical and doesn\u2019t work in real life.<\/p>\n<p>\u2014<\/p>\n<p><strong>Check out the two services offered by Stalwart via the links shared below:<\/strong><\/p>\n<ol>\n<li>Portfolio Management Service (For HNIs): <a href=\"https:\/\/pms.stalwartvalue.com\/pms-deck\" target=\"_blank\" rel=\"noopener\" title=\"\"><strong><span style=\"text-decoration: underline;\">Click here to see the Presentation<\/span><\/strong><\/a>  <\/li>\n<li>Fundamental Equity Research (Model Portfolio for DIY): <a href=\"https:\/\/stalwartvalue.com\/equity-research-service\/\" target=\"_blank\" rel=\"noopener\" title=\"\"><strong><span style=\"text-decoration: underline;\">Click here to read more<\/span><\/strong><\/a><\/li>\n<\/ol>\n<p>\u2014<\/p>\n<p><strong>Disclaimer:<\/strong>\u00a0This is not a recommendation to buy\/hold\/sell. Please consult your financial advisor before acting on it.\u00a0Read the complete\u00a0<a href=\"https:\/\/stalwartvalue.com\/disclaimer-3\/\">disclaimer here<\/a>.<\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>We invested in\u00a0Suven\u00a0Pharma in December 2019 (pre-demerger) at a price of Rs 131 a share (adjusted for the demerger of\u00a0Suven\u00a0Life Sciences). Over the last four years, the stock has zoomed to Rs 1,000 implying a 7.6 bagger (663% return) for us in one of the highest quality pharma business of CDMO run by an incredible [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[35955,11305,4489,35956,1003],"dealstore":[],"offerexpiration":[],"class_list":["post-67106","post","type-post","status-publish","format-standard","hentry","category-investing","tag-exiting","tag-pharma","tag-return","tag-suven","tag-years"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Exiting Suven Pharma with 663% Return in 4.5 years! - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=67106\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Exiting Suven Pharma with 663% Return in 4.5 years! - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"We invested in\u00a0Suven\u00a0Pharma in December 2019 (pre-demerger) at a price of Rs 131 a share (adjusted for the demerger of\u00a0Suven\u00a0Life Sciences). 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