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Value Investing Studies

Investment Thesis & Summary

Here’s the deal with Sun Pharma – it’s India’s biggest pharma company, and they’re making more money every quarter while the stock price hasn’t kept up. The company’s throwing off solid cash, growing profits at a 24% clip over five years, and trading at a P/E of 37 when it historically traded higher. They just committed ₹3,000 crores to build a new plant, which tells you management thinks the good times will continue. The stock’s cheap relative to its growth potential.