Business :
Incorporated in 1992, Titan BioTech Limited is one of the leading manufacturers and exporters of the biological products used in the field of Pharmaceutical, Nutraceutical, Food and beverages, BioTechnology and Fermentation, Cosmetic, Veterinary and animal feed, Agricultural industry, Microbiology culture media and plant issue culture media etc.
Management :
Titan Biotech Limited is led by Mr. Suresh Chand Singla and Mr. Naresh Kumar Singla for almost three decades. Titan Biotech Limited has a vast variety of product range, reaching approx. 2500 in numbers.
Mission:
For over 25 years, their mission is to provide the highest quality products and exceptional customer service whilst providing a broad range of biotechnological products. They wish to become one of the benchmark manufacturer and supplier across the world, recognized for its superior product quality and sustainability, in addition to never disappointing the customers.
Titan Biotech is a manufacturing company involved in producing certain chemicals and equipment utilizing a mixture of chemical synthesis, fermentation as well as core manufacturing. Their products are used in Downstream industries like Nutraceuticals, Diagnostics, Pharmaceuticals, agriculture, animal nutrition. Company did turnover of 70cr in FY20 and is classified as an MSME. Company has 2 factories (both in Bhiwadi, Rajasthan). Company has existed for roughly 30 years (since 1992). Company is benefiting from strong (though partially temporary) tailwinds due to Covid-19 pandemic and subsequent increase in demand for Viral Transmission kits (which the company makes)
Titan Biotech Limited manufactures and sells biological products in India. The company offers food ingredients, including hydrolyzed vegetable protein, yeast extract powder, calcium propionate powder, potassium sorbate, and calcium lactate; collagen and protein products, such as specter whey protein, collagen peptides, brown rice protein, fish collagen, pea protein isolate, chicken protein isolate, soya protein isolate, milk protein, and protein hydrolysate; and nutraceutical and pharmaceutical products comprising sodium caseinate, chondroitin sulfate, hyaluronic acid, methyl sulphonyl methane, chelated minerals, peptone, OX bile extract, cholic acid, cerebroprotein hydrolysate, methyl sulphonyl methane, iron protein succinylate, medicinal yeast, and brewer yeast protein, as well as liver, meat, malt, and yeast extracts. In addition, it provides products in the areas of animal nutrition, including binding agents, chelates minerals, mold inhibitors, proteins, and yeasts. The company’s products are used in the field of pharmaceuticals, nutraceuticals, food and beverages, biotechnology and fermentation, cosmetics, veterinary and animal feed, agriculture, microbiology culture media, plant tissue culture media, etc. The company also exports its products.
As one of the leading Biotechnology based Company, Titan Biotech have spent more than 20 years of valuable period in particularly Microbiological segment which we have integrated with our latest fermentation technology Agricultural benefits products, have proven to increase the yield significantly which can be absorbed fast and directly by crops, improving soil structure, increasing bunch weight and quantity and other great effects. It is the one which can be relied on to reach another peak of yield record, at the same time preserving our soil in the best condition for our next generation.
Peptech Biosciences Ltd. is oriented to B2B (Business-to-Business) selling to all Marketing & Distribution Companies that can sell the products under their Brand Names in the Global Market.
The company revenues and profits were compounding well even before Covid-19 hit. Company creates products which are consumed in industries with good tailwinds: agro, diagnostics, animal nutrition, human nutraceuticals etc. It remains to be seen whether any of the elevated sales due to Covid-19 are sticky or purely one-off. If the company is able go create new relationships with clients leading to sustainably higher business, then the investment thesis becomes much better.
GROWTH FACTORS
Product & Marketing: The company have high quality R&D and devised multiple range of products with International Customer base. It also provides good marketing for the local & global clients through exhibitions. The Online Availability + Supplier Chain ensures good stream of revenue.
Revenue Growth: The company is witnessing CAGR of 25% growth in Revenue & Profits for the past 5 years. This is Incredible. COVID Opportunity Covid Test Kit is a driving source of revenue for the company. The Covid impact coupled with China Regulations is expected to make this company grow next few years. Expansion Modernization of existing plant in Rajasthan to meet with International Qualities will generate more products & thereafter revenue increase in upcoming years.
Agriculture Sector – The company is well positioned to gain from the Farmers Amendment Act 2020 which would increase the Farmer Income through Contractual Farming & High-Fi Corporate Buyers. More on this here.
New Markets — The company is entering new markets & also growing the share of owned brands through exhibitions and online presence.
Moderate Debt — Moderate debt with Good Interest Coverage Ratio would de-risk any troubles in the next 5 years.
Intrinsic Value Discount — The company is trading at 80% Intrinsic Value discount due to the Huge EPS growth in the immediate past years.
Titan Biotech Company Website – http://titanbiotechltd.com
Manish Goel Telegram Channel Link – telegram.me/manishgoeltelegram