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Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.

2 articles.

Company · DSE:NAVANAPHAR · Pharmaceuticals & healthcare · Analysis · 29 Oct 2026

Navana Pharmaceuticals: sales up 28% and factories at 98% of capacity, but interest takes half of operating profit

FY2025 net sales rose 28.2% to BDT 8.84bn and operating profit 45.4%, yet finance expenses of BDT 750m left a 5.5% net margin. Borrowings fell from BDT 5.27bn to BDT 3.78bn by March 2026; FY2026 EPS was BDT 5.93.

Company · DSE:RENATA · Pharmaceuticals · Initiation · 29 Oct 2026

Renata's FY2026 recovery is real, but a 10% return on equity supports BDT 146–350 a share (base 234)

Fair value BDT 146–350 (base 234) vs price 425.9 on 29-Oct-2026. FY2026 EPS rose 64% to BDT 31.76 as debt fell; DGDA price controls, a weaker taka on imported APIs and LDC/TRIPS are the risks.

Fair value ৳146–350 · price ৳425.90 (2026-10-29)