Discover and read the best of Twitter Threads about #NATCOPHARMA

Most recents (8)

#NatcoPharma Q1 23 Concall Highlights

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1. Growth in revenue from operations - Q1FY23 vs Q1FY22 : ~115%

2. Growth in export formulations - Q1FY23 vs Q1FY22 : ~400%

3. Growth in domestic formulations - Q1FY23 vs Q1FY22 : ~ -56%
4. Cost of materials was much higher in the corresponding last quarter because of the write off of covid inventory which is why there is a significant difference in COGS

Revlimid :
1. Contributed a major share to revenue in Q1FY23
2. Revenue share is expected to taper off
in Q2&Q3 FY23
3. Sales from Revlimid are expected to recover in Q4 FY23 and Q1FY24
4. The reason for seasonality is due to limited amount of this product’s supply as per the settlement with Celgene
5. When supplies are sent , manufacturing margins are booked and subsequently
Read 18 tweets
#JubilantIngrevia Q1 23 Concall highlights

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Operational highlights

1. The company had a steady operational and financial performance in Q1FY23, in the backdrop of inflationary headwinds leading to higher raw material and energy costs during the
2. During the quarter the company witnessed significant increase in raw material cost as well as energy cost. However the company has witnessed significant improvement in their logistics situation.The company remains focussed on continuous improvement in efficiencies
using various business excellence tools & techniques to maintain competitiveness in an ongoing challenging global environment.

3. The company is confident of moving ahead with their well defined growth capex plan, which is supported by their internal accruals.
Read 59 tweets
#LaurusLabs Q1 FY23 concall highlights πŸ’ŠπŸ’Š

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1. Revenue for the quarter was β‚Ή1539 Cr (20% growth YoY). The EBITDA margin was 29.5% for the quarter despite inflationary pressures.

2. They saw significant growth in their CDMO business
(196% growth YoY, 60% growth QoQ) which helped offset the muted performance of the ARV business.

3. RM prices remain elevated due to the geopolitical situation and the Covid lockdown in China. But they are expecting gradual decrease in RM prices during the year
4. They are confident of achieving the aspirational target of $1 billion in revenue which will be supported by several approvals during the year.

5. With respect to their ARV business in LMIC markets - the demand was soft but the major issue is that the pricing has been largely
Read 18 tweets
#NatcoPharma - Complex generics focused manufacturer ?

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Link :…

Read the thread below πŸ”½
1. Introduction
β€’ Natco pharma, is an India based pharmaceutical company involved in the manufacture and marketing of APIs and Finished Dosage Formulations.
β€’ NATCO has established presence in the Domestic as well as International markets through its subsidiaries in markets like Brazil and Canada. .The US has the largest contribution out of their international business.
Read 50 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily πŸ™πŸ’ͺ

Here's the first one πŸ‘‡

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
well done #NatcoPharma

They have launched Baricitinib in India at Rs. 30 a dose, whereas the imported ones cost 3000

why well done? Because they have launched it "AT RISK" . The patent holder can sue and take them to the cleaners
They #NatcoPharma do not have any guarantee for the Govt of India under compulsory licensing

But, they have taken the huge risk in the interest of the country.

The patent waiver may come or not, They have gone ahead with it
The Indian pharma industry has certainly risen to the occasion, much beyond the call of duty.

This needs to be told, because they receive a lot of flak on even small things
Read 7 tweets
#NatcoPharma Already in Public forum but posting in the interest of those who may not be aware of these numbers. As of Dec20 Shareholders report Promoters + Mutual Funds + FPIs + QII + LIC + Insurance Companies hold 85.15 % shares of Natco Pharma. (1//3)
The remaining 14.85% is with Individual Investors. Out of which 3.32 % is with 21 people avg 2.8 Lakh shares per shareholder. The other 11.48% is with 74166 individuals with an average of 291 shares per shareholder.
After a bad Q3 result when the share price corrected, over 40 Lakh shares (approx 3%) have changed hands in 15 days (data available on NSE Archives). The quarterly shareholding report by end of March21 could be very interesting.
Read 4 tweets
Just scanned the stocks in the pullback scanner and there are just too many stocks looking good. I will post a few charts in this thread. #pullbacktrades
Buy suggested above green line with a stop at the red line for all stocks. All are 2 hourly charts #Marksans #ECLERX #NAVINFLOUR #NATCOPHARMA The only way to learn trendlines is to draw and practice them over 1000s of charts. ImageImageImageImage
#ESSELPACK #CAMLINFINE #JINDALPOLY #MCX It is very important to take the trade only on breakouts. Many pullbacks can fail. Though there are many more, will stop here. If you wanna learn trendlines take these charts and try drawing them again and observe the price and trendlines. ImageImageImageImage
Read 3 tweets

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