Added to YB: 2026-06-19
Pitch date: 2026-06-17
NVTS [bullish]
Novartis India Limited
Author Info
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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 32.6B
Pitch Price
N/A
Price Target
115.00
Dividend
N/A
EV/EBITDA
27.61
P/E
35.01
EV/Sales
7.33
Sector
Pharmaceuticals
Category
growth
Power Semiconductors Thesis (I) – 5 Stocks with Realistic 5x+ Mid-term Potential - ON Semiconductor Corporation
NVTS: Pure-play GaN power IC leader (GaNFast) + SiC via GeneSiC, targeting AI data center PSUs (4.5kW+, 97.5-98.5% eff, 800V). ~$23/share, ~$5.5B mkt cap, nosebleed ~125x P/S, GAAP unprofitable, beta ~3.8. 5x+ thesis on hyperscaler GaN adoption. Risks: ramp execution, SiC rivals, dilution.
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