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Tarsons Products| New capacities to potentially double revenue potential| Stock of the Day


Tarsons Products Limited is an interesting proxy to healthcare where in it manufactures plastic labware for lab research, diagnostic centres etc.
Plastic labware is like ‘pick & shovel’ for the lab research segments like CRAMS, diagnostics, government research. Idea is to gain indirect exposure to the pharma research industry by investing in suppliers.
Company is undergoing a significant capex cycle which not only increases its revenue potential but also help company foray into high margin lab product lines. As the new plant is expected to operationalize in Q4 FY25, company can witness pickup of growth in FY26.