Status: Pending

Age: New (14/08/2025)

TRACK
[social_warfare ]

ICICI Securities Recommends Buy on Akums Drugs and Pharmaceuticals with Target of ₹655


Brokerage

ICICI Securities

Analyst

Brokerage Team

Position

Bullish

Start Date

14/08/2025

Horizon

Mid Term


Target Price and Expected Returns

Start Price

Target Price

₹655

Expected Returns

Summary

ICICI Securities is bullish on Akums Drugs and Pharmaceuticals, recommending a buy rating with a target price of ₹655.

ICICI Securities's justification for Akums Drugs and Pharmaceuticals target price prediction

  • Revenue moderated across verticals but gross margin expanded.
  • CDMO segment growth slowed but API losses are narrowing.
  • Management revised guidance to mid-single-digit growth for CDMO segment.
  • API losses expected to shrink by INR 200mn in FY26.
  • Cash balance of INR 15.2bn may be used for M&A to improve scale.
Maintain BUY with a lower SoTP-based TP of ₹655 INR 710 earlier).

Sources:

https://www.whatsapp.com/channel/0029Va2JvT3LtOj3x6oZcO1D

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