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#SequentScientific Q3 FY22 concall highlights 🐩🐕‍🦺

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Watch the video to understand the business details :


1. Revenues for the quarter stood at ₹358 Cr (4.8% growth YoY).
2. Growth was mainly driven by the Formulations business which grew at 18.5% YoY on a constant currency basis whereas the API business declined by 20% YoY driven by logistic challenges and subdued demand for Albendazole.
3. Growth in the API portfolio excluding Albendazole has been strong in the first 9 months. Albendazole demand still remains subdued but there is a strong recovery in demand QoQ.
Read 17 tweets
✅Most technician use multidimensional approach to market analysis by tracking the movement of 3 sets of figures- price, volume & open interest
✅Here I will share analysis on volume.

2/
Volume & open interest as secondary indicators:
✅Price is by far the most important
✅Volume & open interest are secondary
✅Of those two, volume is the more important.
3/
Read 13 tweets
#SequentScientific makes an acquisition to enter the pet segment in Brazil!! The execution of the Sequent 2.0 strategy has been fast tracked by this!! 🐄🐶🐷
@unseenvalue
@punitbansal14
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1. What happened?
Toward the end of FY21, Sequent announced their strategy to enter higher margin businesses like sterile manufacturing and the pet segment in high growth markets like India, Turkey and Brazil. Towards this end, they purchased 100% stake in
Nourrie Saúde e Nutrição Animal Ltda (Nourrie) in Brazil for BRL 27 million(~₹36 Cr)
Read 16 tweets
#Hikal Important to note that the mgmt of #LaurusLabs & Neuland Labs have eschewed the China+1 narrative being trumpeted by the mgmt of Hikal. Also don't know how #Hikal will be benefited by the domestic PLI scheme.
#Hikal In terms of operating performance of Hikal, not much has changed since Q3FY21 (adjusting some overflow of business from previous quarters in Q4FY21). Only the old business has been restored.
#Hikal Important to note that even after the decent performance in Q3FY21, the stock languished for almost 3 months until just before the long term animal healthcare deal was announced. Stock suddenly went up 75% before the announcement, which likely indicates insider trading.
Read 12 tweets
#SequentScientific 🐶🐱🐦🦒🦒🦅🐓
Q4 results. My key takeaways:
1. Medium term guidance of mid teen growth and no margin expansion.
Reading b/w the lines:
Co is investing heavily in upgrading and upskilling people, processes, creating capacities all with a focus on changing the terminal value of the business. Trading off Short term pain for long term gain: necessary characteristic for both co & investors.
2. Sequent 2.0 vision: Being executed under guidance of advisory board.
In b/w lines:
Co is upgrading itself from a branded generics player to a specialty branded generics player. Think of a Pikachu to Raichu Evolution.
Evolution takes effort, up front investments.
Read 9 tweets
So many updates on #SequentScientific Results, almost none focus on the most important metric

Net profit before tax and exceptional items (True Cash earned by the company) increase by ~55% YoY
ROCE now above 20% and PAT increase by 36.5% are signs of Operating Leverage

Before Op Leverage kicked in for Laurus, its ROCE was in ~14%
The Advisor onboarded created the animal healthcare business for Boehringer Ingelheim (~2nd largest animal healthcare business in the world with net sales of ~4.5 Billion+ and presence in over 150 countries
Read 4 tweets
@IndiaRatings published its latest report on #SequentScientific

Here are the key parts 👇🏼👨🏼‍🔬
Sequent has been on a product launch spree.
With the only USFDA approved animal only dedicated facility in India, sequent has commercialized

🧪 32 APIs
📜 Filed 23 DMFs
🥃 Pipeline for 35 Formulations
Majority of these products are in high margin injectable business.

Sequent also acquired a Germany based R&D business which will further strengthen its R&D Pipeline.
Read 5 tweets
#sequentScientific #Q3marketupdates #Q3investorpresentations

Strong 🏋️‍♀️
Q3fy21/20 in cr
Rev 361/317
PAT 37.2/20
EPS 1.52/0.83

9mnth fy21/20
Rev 1014/878
PAT 87.8 /53.1
EPS 3.24/2.18

API Business up 17.2%
Formulations 15.0%

Alivira award best Company in AH India/ME/Africa
Formulations
EU subdued due operational challenges of Covid
Spain & Germany impacted while Benelux & Sweden reported strong growth
Growth to accelerate with recent launches of CitramoxLA & Halofusol. Tulathromycin launch to reflect from the current quarter
Brazil & Turkey grow strongly driven by mkt share gain existing portfolio & new launches
India business doubled last 9 months
Integration Zoetis portfolio completed

API Business
Highest quarterly sales 1,297Mn, growth 20%
1/3rd sales from global Top-10 AH players in 9M
Read 8 tweets
#SequentScientific Thread. 🐂

ROCE 5Yr-13.6 %; ROE 5Yr-14.7 %; D/E-0.5
NO. 1 Animal health company from India
27 Commercial APIs
US$100MN+R&D investments
Promoter: Carlyle Group - 53%
Cons. Revenue UP 13% YOY

@unseenvalue @arc1471 @drprashantmish6 @MunkThePunk @caniravkaria
#Sequent (2/n)
₹1,272 MN Cashflow from operations in FY20

100+ Countries Presence

Revenue: 66% from the formulations and the rest from APIs

SSL’s consolidated EBITDA margins improved to 14.4% in FY20 (FY19: 12.0%, FY18: 9.8%)

@Jitendra_stock @Investor_Mohit @ThetaVegaCap
#Sequent (3/n)
Stabilization of operations at its US FDA approved Vizag API facility led to an improvement in SSL’s API sales and EBITDA in FY20

Of the total formulation sales, the regulated markets of Europe contributed 47% in FY20,

5 Global R&D centers  

@punitbansal14
Read 5 tweets
#AR2020 Rarely comes AR which confuses if its well written to entice you or something special. A potential Long-Term story (rare for me) barring few concerns. Must read to know industry #sequentScientific. Thanks to @unseenvalue n @punitbansal14 for bringing this story to us🙏 ImageImageImageImage
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Read 7 tweets

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