Pharmaceutical Sales: 100% (2025)

TOP 3 Markets:

1. India: approx. 35%
2. USA: approx. 25%
3. Africa: approx. 20%

Ajanta Pharma Limited generates its sales entirely from the pharmaceutical industry. The company has a strong presence in several international markets. The domestic market of India is the largest single market, followed by the USA, where Ajanta Pharma benefits from strong demand for generics. Africa is also a significant market where the company successfully distributes its products, especially in the areas of anti-malaria and anti-bacterial medications.

The remaining sales are spread across other international markets, with Asia and the CIS countries also being important regions for the company. Ajanta Pharma focuses on a diversified product range and strong international expansion to further increase its market share.

Production sites of Ajanta Pharma Limited:

1. India:
   • Dahej, Gujarat
   • Paithan, Maharashtra
   • Chikalthana, Maharashtra
   • Guwahati, Assam

Ajanta Pharma Limited operates multiple production facilities in India specializing in the manufacturing of pharmaceutical products. These sites are strategically located across different states to ensure efficient production and logistics.

The production facilities are equipped with modern technologies and comply with international quality standards, enabling Ajanta Pharma to serve both domestic and international markets.

Focus on international markets: Ajanta Pharma has strengthened its presence in over 30 countries.

Research and Development: Investments in R&D account for approximately 7-8% of revenue.

Product diversification: Introduction of new products in the fields of ophthalmology, dermatology, and cardiology.

Ajanta Pharma Limited pursues a strategy aimed at expanding into international markets, particularly in emerging countries, to boost revenue growth. The company continuously invests in research and development to develop innovative products that meet the specific needs of these markets.

In addition, Ajanta Pharma focuses on product diversification to strengthen its market position in the fields of ophthalmology, dermatology, and cardiology. This strategy is intended not only to expand the existing product portfolio but also to unlock new growth opportunities.

Main raw materials: Active Pharmaceutical Ingredients (APIs), excipients, packaging materials

Countries of origin: China, India, Europe

Ajanta Pharma Limited mainly imports Active Pharmaceutical Ingredients (APIs) needed for the production of its pharmaceutical products. A large portion of these APIs is imported from China, as the country is a significant producer of pharmaceutical raw materials. In addition, Ajanta Pharma also sources excipients and packaging materials, some of which come from European countries, to meet quality standards.

India itself is also an important production hub for APIs, and Ajanta Pharma utilizes local sources to reduce dependence on imports. Diversifying supply chains is a strategic approach to minimize risks and ensure supply security.

Market share in India: 2.5% (2024, estimated)
Export share of revenue: 40% (2024)
R&D expenses: 7% of revenue (2024)

Ajanta Pharma Limited has gained a significant competitive advantage through its strong presence in emerging markets and its specialization in niche markets. The company is particularly strong in the fields of dermatology, cardiology, and ophthalmology.

A key factor contributing to Ajanta Pharma's competitive advantage is its continuous investment in research and development, which accounts for approximately 7% of its revenue. These investments enable the company to develop and launch innovative products, strengthening its market position.

Furthermore, Ajanta Pharma benefits from a diversified export business, which makes up about 40% of its total revenue. This reduces dependence on the Indian market and provides protection against regional economic fluctuations.

Institutional Investor Share: 25% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last 12 months (estimated for 2025)

The institutional investor share in Ajanta Pharma Limited is estimated to be around 25%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company.

Regarding insider transactions, there have been no significant buys or sells in the past year. This could indicate that the management has confidence in the current company strategy and sees no need to significantly alter their holdings.

Market share of Ajanta Pharma Limited: Estimated 3-5% (2025)

Top competitors and their estimated market shares:

1. Sun Pharmaceutical Industries: 8-10%
2. Dr. Reddy's Laboratories: 7-9%
3. Cipla Limited: 6-8%
4. Lupin Limited: 5-7%
5. Aurobindo Pharma: 4-6%
6. Zydus Cadila: 4-5%
7. Torrent Pharmaceuticals: 3-5%
8. Ajanta Pharma Limited: 3-5%
9. Biocon Limited: 2-4%
10. Glenmark Pharmaceuticals: 2-4%

Ajanta Pharma Limited has a moderate market share compared to its larger competitors. The company's moat mainly lies in its strong presence in niche markets and a solid pipeline of specialty pharmaceuticals. Ajanta Pharma has made a name for itself through innovative products and a strong export strategy, especially in emerging markets.

In comparison to larger competitors with more extensive resources and broader product portfolios, Ajanta Pharma's moat is less pronounced. Companies like Sun Pharmaceutical and Dr. Reddy's Laboratories have a stronger moat due to their global presence, extensive research capabilities, and strategic acquisitions.

However, Ajanta Pharma can remain competitive by focusing on specific therapeutic areas and being agile in introducing new products.

Revenue Growth: 11.5% (2024) Profit Growth: 9.8% (2024) Research and Development (R&D) Expenses: 7.2% of revenue (2024)

Ajanta Pharma Limited recorded a solid revenue growth of 11.5% in 2024. This indicates that the company is able to maintain or even expand its market share. The profit growth of 9.8% shows that the company operates efficiently and has good control over its cost structure.

Another positive aspect is the focus on research and development, with expenses accounting for 7.2% of revenue. This is an indicator that Ajanta Pharma is investing in the future and could develop innovative products to strengthen its competitive position.

Overall, Ajanta Pharma Limited seems well positioned to benefit from future growth opportunities. Investing in this stock could prove advantageous, especially for investors interested in long-term growth prospects in the pharmaceutical sector.

Dividend Yield: 0.8% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Ajanta Pharma Limited regularly pays dividends to its shareholders. The dividend yield is estimated to be 0.8% for the year 2025. Over the past five years, the company has consistently distributed dividends, indicating a reliable dividend policy.

The reliability of the payout is supported by the stable financial performance of the company and its continuous generation of cash flow. Ajanta Pharma has demonstrated in the past its ability to pay dividends even in economically challenging times.