Discover and read the best of Twitter Threads about #LAURUS

Most recents (15)

For your information, Mr. Uday Kotak is the promoter,MD OF #KOTAKBANK
#KotakMahindra (2/n)
SRI Ratan naval Tata is the head of #TataGroup .
Read 5 tweets
Mega 🧵 on Tatva Chintan.

What excites me. What is the biz. What am i gonna do about the co.

Now that company is listed with around 💯%+ gains, probably a good time to understand #tatvachintan

Let’s dive right in. Image

First let us understand the types of products the company makes. This is a chemicals company. The primary line of products they are into is called PTC: Phase transfer agents. Before I explain what that is, let us do a small dive into chemistry.
The basic building blocks of matter (everything around you) are atoms. They come in 118 flavors, called elements. The water you drive is made of 2 Hydrogen atoms & 1 Oxygen atom: H2O. Image
Read 36 tweets
Mera dost DEEPAK shadi manaya LAURUS se.
Baap ma nahi mani kyunki inter religion marriage!
To MOTILAL ko ana pada.
Woh FINANCE deke dono ke liye ek NITRITE LAB khola.
Result day.
Not a recommendation for fun ONLY
Laurus bahut gussewali ladki hain.

Wo hubby Deepak aur dost Motilal ke upar gussa kiya aj bahut.

NOT a recommendation for fun ONLY.
Lekin akhir Deepak ne Laurus ko hara diya.
Read 4 tweets
Laurus lab is the clear winner 🏆 here.
Let's discuss about it.

Time for a thread.(1/n)
Laurus Labs is principally engaged in offering a broad and integrated portfolio of Active Pharmaceuticals Ingredients (API) including intermediates, Generic Finished dosage forms (FDF) and Contract Research Manufacturing services (CRM).
The company has grown from one-product company in 2010 to 60+ commercial products in 2020. The company has 116 patents .(3/n)

Read 7 tweets
What better way to start a Thursday morning than with key takeaways from #Laurus Q4 results.
1. Aiming to do 1B$ in revenue in FY23 maintain 30% EBITDA margins.
In b/w lines: In b/w lines: Will diversify API & formulation division and grow the anti-diabetic, oncology API and formulations division.
Laurus also increased capex guidance from 1100 cr in last Q to 1500cr-1700cr over FY22 and FY23. Not all of capex done in FY23 would contribute to 1B$ sales target.
Read 16 tweets
Thread - Laurus labs earnings call (not a buying recommendation)
• Richmore lifesciences will help to enter in recombinant protein. • Revenue from formulation div is 35%. • Recently got approval for anti-retroviral drug and have orders for the same and will service in first half of fy22. • Seen growth in North America and Europe
• Commenced marketing of in-life science products, 2 out of 5 products are launched, remaining in next 6 months. • For EU validated additional products for CDMO with partners and expect significant upside in fy23. • Capacity through de-bottlenecking is operational now
Read 16 tweets
👉🏿Why I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on

➡️Short //Thread\\

In Q4 FY21:

✅Formulations revenue grew 60.9% YoY to Rs. 430 crore
✅CRAMS business grew 19.0% YoY to Rs. 176 crore.
✅EBITDA margins improved 1059 bps to 33.4%

~ #Laurus has planned a capex of Rs. 2400 Cr in next 36 months through internal accruals.
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27

Moderating its Growth from 40%+ in the past to a more reasonable 30% in FY24 will take its sales over Rs. 9000+ Cr.
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+

Read 4 tweets
#mastek above 1300
#lauruslab above 385

Watch them go
#stocks #StockMarket #Nifty ImageImage
#lauruslabs 401

#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire

Read 4 tweets
1/ Why #Richcore?

-#Laurus is more chemistry based company and they do have biology but India is not that developed in this category whereas #china and #korea are way ahead of us.

-Laurus has no expertise in biology. They do accept this and #Richcore completes this expertise.
-When they do acquisition, they acquire target’s management also who has that expertise and laurus complements them with additional requirements like reaching customers and scale as laurus has advantage in geography footprints.
Read 35 tweets
Why #LAURUS is rising
Laurus has three segments
1.Generic Api
2.Generic FDF
3.Custom synthesis and ingredients
Generic Api almost 55% of business
First line products-Lamivudine, Dolutegravir
Second line products-Lopinavir Ritonavir Darunavir
Dolutegravir launched in q4 fy20
Second line APIs will be launched in second half of this financial year
Generic FDF
Forms almost 36% of business
Received approval for TLE 400 and TLE600
Europe- entered into long term partnership with a EU region for 1 billion units supply
TLE 400 launch in Q2 FY21 limited competition drug
Total market size
1.5 billion dollars
Dolutegravir based is 1 billion dollars
TLE based is 500 billion dollars
.CDMO business
Have 47 active projects
started commercial supplies for 4 projects
Read 5 tweets
Thread on #Laurus Labs

Having Market Capitalization of 14247 cr , laurus labs is a vertical integrated pharma company operating across three segments –APIs, formulations and (CDMO).

It provides CDMO services to 4 out of top 10 big pharma companies and several biotech company
Laurus has demonstrated commendable execution capability in this segment growing 165x from 5 crore to 825 crore in FY18-20 .
In order to supplement future growth, a 300+crore capex plan is already under way to increase current capacity by 1.8x by H2FY22E.
R&D spend for FY20 was at 160 crore (5.7% of revenues). The company is further investing R&D to develop manufacture products across multiple therapies in a cost effective manner.
There are 750+ scientists (including 40+ PhDs) dedicated to R&D.
Read 4 tweets
Had started this year annual report notes sharing with lot of pharma companies n someone asked why. In hindsight, you know :). In case one missed, my notes for #laurus #neuland #alembic #ajanta #syngene all in one place
Read 5 tweets
-A HYDERABAD based pharma co. having presence in 4 VERTICALS - API’S, GENERIC–FDF(fixed dosage formulations), Synthesis and Ingredients.
- founded by Dr. Satyanarayana Chava (CEO) around 2007
- R&D spend 5.7% of Rev.
-750+ scientists and 50+ PHDs
-Carries out its operations through 6 plants – all USFDA approved except UNIT-5 (CDMO) which is a dedicated Hormone and Steroid facility for ASPEN PHARMA.
- Total capacity 3615 KL, 751 reactors and 5 billion tablet capacity
-65% is export revenue and 35% is domestic revenue REVENUE BREAKUP In Rs.Mn
- UNIT1 & 3 contibutes 80% of topline.
- Unit-2 is sole US formulations facility wid capacity of 5 bn tabs/capsules per yr also undergoing expansion which will be operational by Sept’20.
-Unit-6 is for captive API consumption
Read 24 tweets

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