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Amrutanjan and Jagsonpal Offer Contrasting Cash-Return Investment Cases

Amrutanjan and Jagsonpal Offer Contrasting Cash-Return Investment Cases
2 quiet pharma stocks are making very different cash bets. Add to watchlist? · financialexpress.com

Amrutanjan Health Care and Jagsonpal Pharmaceuticals are two Indian drug companies being considered for an investment watchlist.

Both earn strong returns from the money used in their businesses and have very little debt.

Amrutanjan is building a large factory to make sanitary napkins itself.

However, its main pain-relief business has barely grown, and recent profits dropped sharply.

Jagsonpal has improved its profit margins and has a large amount of cash.

It also bought most of a company called Aequitas Healthcare to gain access to hospitals.

Aequitas is currently only slightly profitable, so the purchase still needs to succeed.

Both companies pay dividends, but Jagsonpal’s recent yield includes a special payment.

The article says investors should watch both companies rather than treat the analysis as a recommendation.

Key facts

Amrutanjan market capitalization
Rs 1,419 crore
Jagsonpal market capitalization
Rs 1,536 crore
Amrutanjan FY26 ROCE
25%; borrowings were Rs 2 crore
Jagsonpal FY26 ROCE
23%; borrowings were Rs 8 crore and free cash was Rs 191 crore
Amrutanjan expansion
A Rs 150 crore sanitary-napkin plant with annual capacity of 700 million napkins
Jagsonpal dividend
Rs 4 per share, producing a stated yield of 1.7%; the payment included a special component
Jagsonpal acquisition
An 85% stake in Aequitas Healthcare acquired for about Rs 20.8 crore

Sources

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