Added to YB: 2025-12-09
Pitch date: 2025-12-05
NVTS [neutral]
Novartis India Limited
+3.16%
current return
Author Info
No bio for this author
Company Info
Novartis India Limited is involved in the pharmaceutical business in India. The company offers therapeutic products in the areas of bone and pain products under the Voveran brand; transplantation immunology products under the Simulect, Certican, Sandimmun, Neoral, and Myfortic brands.
Market Cap
INR 20.0B
Pitch Price
INR 776.00
Price Target
N/A
Dividend
3.09%
EV/EBITDA
14.50
P/E
18.74
EV/Sales
3.90
Sector
Pharmaceuticals
Category
growth
Navitas Write-up w/Mgmt Analysis ($NVTS)
NVTS (overview): Pivoting from commoditized mobile chargers to AI data centers/grid infrastructure via GaN/SiC. Nvidia 800V partner but faces large incumbents. Rev declining ~45% in 2025 to ~$45M, losses persist thru 2027. $250M cash provides runway. Trades 30x trailing sales, 20x 2027E. High-risk bet on capturing AI power TAM starting 2027.
Read full article (30 min)