Discover and read the best of Twitter Threads about #divis

Most recents (8)

A Thread on #Laurus Labs as Promised
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday ! Image
#Fundamentals

Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness

API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer

#Laurus Labs - Into API and formulations . One among the lowest cost producer
Current PE - 33 Price 662 .

#Syngene - CRAMS and CDMO - Means mostly does work for other Multinational Companies . PE Rating 62

#Sun Pharma - Formulation Major - PE 33

Now looking at the others and #Laurus Labs there are some outstanding Numbers to see
Read 11 tweets
Having your own conviction in #investing is important.

Would like to share views of an #opportunistic #investor ,that me.

I bought #divislab when I found a small fish in a big pond: added more #DIVIS after now when they transferred themselves as a big fish in a big ocean (1/n)
Bought #lauruslab when I found #laurusbio a small fish in a big ocean.

Bought #deepaknitrite when #china announced #bluesky policy .

Added more #deepakntr when covid19 #disrupted China dependence and formulation of china+1 policy.

Added more #deepaknitrate when they (2/n)
Transferred themselves into a big ocean proving to be big fish recently.

Bought #saregama when there was a #turnaround story.

Bought #tatamotors when their management changed.

Bought #jubiliantingrevia when #demerger took place.

Added #tatapower when they are transferring (3/
Read 5 tweets
#jubilantingrevia is creating buzz all over.
In Bull πŸ‚ market everyone forgets the risks.
So,let us discuss it's key risks:
1. Government regulations on its factories.
2. Margin is either low like #laxmiorganics or moderate like #artiindustries and not like High margin as (1/n)
Of #DeepakNitrite
#cdsl
#happiestmind
#DIVIS .

3. It's margin is cyclical.
Sometimes only 4%.
Sometimes #jubilantingrevia margin 10%.
4. #jubilantingrevia has overdowersified portfolio like #ITC which may be huge impedance for growth in future.

Study well before INVESTING (2/
Thanks for your time βœοΈπŸ™.
Not a recommendation for educational purposes only.
#jubilantingrevia
Read 3 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 πŸ’―%+ gains, probably a good time to understand #tatvachintan

Let’s dive right in. Image
Products.

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
πŸ‘‰πŸΏWhy I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on

➑️Short //Thread\\

In Q4 FY21:

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

(cont..)
~ #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

(cont)
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+

(cont)
Read 4 tweets
Below are few gems in #Indianpharma space…I own #Lauruslabs #Suvenpharma and #Suvenlife..

#Suvenpharma – NCE CRAMS – top end segment in CRAMs
#Suvenlife – Pure play CNS R&D – CNS is most difficult but largest market share in pharma
#Lauruslabs – process Innovation

1/3
#Biocon – Biosimilars – largest portfolio of biosimilars among Indian peers
#Syngene – Biologics CRAMs
#Divis – Execution capabilities
#Gland – Regulatory capabilities
#Natco – Para iV opportunities
#Sequent – Animal APIs

2/3
#Cipla – Strong respiratory franchise – should play out in next two years
#DRL – complex generics – should play out in next 2 years

3/3
Read 3 tweets
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets

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