GRANULES to breakout in early 2026?? #stockmarket

Granules India (GRANULES) — API & Finished Dosage Growth Story ⸻ Business Snapshot Granules India is a pharmaceutical company focused on: • APIs (Active Pharmaceutical Ingredients) • PFIs (Pharmaceutical Formulation Intermediates) • Finished Dosage Forms (FDFs) It is among the top global producers of high-volume, off-patent drugs like paracetamol, ibuprofen, and metformin, with strong exposure to US and European markets. ⸻ Investment Positives • Backward integration strength: Control from API to FDF improves cost efficiency and margins. • US market presence: Increasing ANDA approvals and product launches in the US enhance growth visibility. • Scale advantage: Large volumes in commodity molecules create cost leadership. • Capacity expansion: New FDF and API capacities support medium-term revenue growth. ⸻ Key Risks • Pricing pressure in generics: Especially in the US market. • Regulatory risk: USFDA observations can temporarily impact operations. • Commodity exposure: Dependence on a few large molecules affects diversification. • Margin volatility: Raw material and freight cost swings. ⸻ What to Track Closely • USFDA inspection outcomes • ANDA pipeline and product launches • Share of revenue from FDFs (higher margin) • EBITDA margin trend and ROCE improvement ⸻ One-Line Verdict Granules India is a steady pharma compounder, suitable for long-term investors who want exposure to global generics with improving value-chain integration, but must tolerate pricing and regulatory risks. For more, visit: squirrelovereats.com