Discover and read the best of Twitter Threads about #piramalpharma

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If you are planning to invest in #Pharmasector or #chemicalsector, Watch the following videos for detailed understanding !

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1 #Divislabs

Read 21 tweets
Let's have contrarion views on #PEL and #PiramalEnterprises .

Please comment below ๐Ÿ‘‡ with your views guys.
Piramal pharma being demerged from its mother company and special situation has come.
Everyone in my vicinity asking me when to sell #PEL !
Post demerger you can sell it(1
Let's have a small contrarion thread ๐Ÿงต on #PEL or #PiramalEnterprises .
Let's discuss the value of the businessess.
My calculated valuations are Iike this. ๐Ÿ‘‡

For Shriram Rs 270.

For loss making finance business I have taken 1.3 as price to book value.
So this business (2/n)
may be valued at RS 1350.

For their unallocated net worth I have calculated RS 110.

As a whole it stands around RS 1680.

So, the great piramal pharma may be listed somewhere Rs 800 as per my calculation.

So, the EV/EBIDTA for piramal pharma business comes (3/n)
Read 6 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
quarter.
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
#PiramalPharma Q3 Concall highlights ๐Ÿ’Š๐Ÿ’Š

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The demerger of Piramal enterprises is expected to be completed by Q3 FY2023

Q1 FY2023 Performance

Pharma Revenues Image
CDMO :
Q1 FY23 Revenue grew 8% YoY
Despite the global challenges in biotech funding, company is witnessing high RFP activity from existing and new clients according the management

Major Issues in the CDMO business
1. Significant attrition at overseas site during pandemic Image
2. Customer order deferrals
This is coupled with several execution and supply chain challenges

Capacity expansion in niche capabilities ( Previously Planned CAPEX: US$157mn growth capex underway):

- Inaugurated new API plant in Aurora, Canada
- Upgraded Oral Solid Dose
Read 13 tweets
#LaurusLabs Q1 FY23 concall highlights ๐Ÿ’Š๐Ÿ’Š

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1. Revenue for the quarter was โ‚น1539 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

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