Discover and read the best of Twitter Threads about #sequent

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#Sequent 2021 Annual Report Details ๐Ÿ•๐Ÿถ
@unseenvalue @punitbansal14

Sequent Scientific just published their Annual Report for FY2021. Here are some of the key highlights.
1. 65% of revenue came from regulated markets whereas 35% came from less regulated markets.
Of this, 66% revenue was from formulations and 34% was from API.
2. Figures: โ‚น905Cr from Formulations and โ‚น456Cr from API
The business generated over โ‚น150Cr in cash from operations alone.
CFO/EBITDA for the year stood at 73.27%
3. Revenues for the formulation business were as follows : 46% Europe(3.8% yoy growth), 18% Turkey(37.3% yoy growth), 17% LATAM(78.5% yoy growth), 10% Emerging Markets(31.3% yoy decline), 9% India(98.4% yoy growth)
Read 16 tweets
An analysis of #Sequent - Indiaโ€™s largest Animal Health Company
Like and retweet for more learnings ๐Ÿถ๐Ÿ•
A thread!๐Ÿงต
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
7. FMCG like business
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
Promoters and management
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
Read 34 tweets
๐Ÿ‘‰๐ŸฟWhy I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on

โžก๏ธShort //Thread\\

In Q4 FY21:

โœ…Formulations revenue grew 60.9% YoY to Rs. 430 crore
โœ…CRAMS business grew 19.0% YoY to Rs. 176 crore.
โœ…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
#SequentScientific Thread. ๐Ÿ‚

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)
โ‚น1,272 MN Cashflow from operations in FY20

100+ Countries Presence

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

SSLโ€™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 SSLโ€™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 ย 

@punitbansal14
Read 5 tweets
Diclazuril - Golden Opportunity!

#SeQuent receives CEP approval for Diclazuril API.

Diclazuril is used for prevention of Coccidiosis in livestock. Coccidiosis is a parasitic disease of the intestinal tract of animals caused by coccidian protozoa.
The disease spreads from one animal to another by contact with infected feces or ingestion of infected tissue. Diarrhea, which may become bloody in severe cases, is the primary symptom.
Diclazuril is an antiprotozoal drug and is a preferred drug of choice for treating coccidiosis in livestock due to zero-day withdrawal period. It is also used in horses to treat equine protozoal myeloencephalitis caused by Sarcocystis neurona.
Read 9 tweets
Below are few gems in #Indianpharma spaceโ€ฆI own #Lauruslabs #Suvenpharma and #Suvenlife..

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

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

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

3/3
Read 3 tweets
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

(3/n)
Read 7 tweets
Sequent rejected from resistance.. but we will breakout in the weeks to come.. Hold on and add when it moves up.. Image
Sequent we are heading to 60-61. Reason why one should add on to investments only on upmove.. Any close below 60 be cautious.. #Sequent #trendlines #investing #Weeklychart Image
Read 4 tweets

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