Added to YB: 2026-05-08
Pitch date: 2026-05-07
NVTS [bullish]
Novartis India Limited
Author Info
The Loh-Down is a portfolio strategist with 10+ years in fixed income and liquidity markets. Sign up for the newsletter.
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 25.6B
Pitch Price
N/A
Price Target
N/A
Dividend
2.41%
EV/EBITDA
21.05
P/E
26.36
EV/Sales
5.61
Sector
Pharmaceuticals
Category
growth
The Loh-Down | April 2026 Portfolio Recap - New Position: Navitas Semiconductor Corporation
NVTS (new position): Power semiconductor play on AI data center buildout. GaN & SiC chips offer superior energy efficiency vs analog power chips for data centers. Supply-chain bottleneck opportunity as hyperscaler capex accelerates. Key tech for next-gen AI infrastructure power delivery.
Read full article (1 min)