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Undervalued stock in Pharma Sector - Solara Active Pharma Sciences #Solara 💊🧪

A Thread 🧵 | CMP - 1075 ₹

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Topics Covered:
1. Company Overview
2. Promoters and Management
3. Business Segments
4. Products
5. Business Strategy
6. Aurore Merger
7. COVID related drugs
8. Backward Integration
9. Margin expansion
10. Technology platforms
11. Solara 2.0
12.Capex plans
13. Valuations
14. Risks

1. Company Overview:
Solara was formed as a result of the amalgamation of the Human API business of Sequent Scientific
and the commodity API business of Strides. It operates as a pure play API company and has 93 DMFs filed

2. Promoters and Management:
Solara is promoted by Arun Kumar, founder and former CEO of Strides. They have also recently appointed Aditya Puri, former MD of HDFC Bank as the
Read 23 tweets
Insights on the Indian API, Formulation and CRAMS via a recent report from o3 Capital.

Tailwinds (China+1): 10% market share switch from China can double Indian API market.

Headwinds: Rising input costs in China due to power outage + freight hike. India has high dependency.
Indian API landscape

Scale, capacity, DMF filings, focus segments/ therapy areas and leading products.

#Divis #LaurusLabs #Granules #AartiDrugs #Solara
Growth strategies adopted by API companies

- Diversifying beyond API and CRAMS into Formulations, Biologics and Nutraceuticals.

- Laurus: Forward integrated into drug development via contracts from NATCO, Citron, Dr. Reddy + foray into new markets + new segments (Biologics)
Read 8 tweets
Respected all sir
I have observe that many times after high volume candle formed stocks price drop and that high volume candle's high is protected and break that high by another high volume candle only.

Here are some examples.
I have cover all large, mid and small cap stocks ImageImageImageImage
Some more examples
#techm ImageImageImageImage
Read 55 tweets
#SOLARA Active pharma-
CRAMS contribution in total revenue FY 19-5% , FY 20 10% , Target is 30% in next 2 yrs ( very much possible)
Ex CFO of PI industries joined Solara as CFO .
#Solara active pharma partial pledge release -Vizag facility will start contributing from H2 , increase in ibuprofen capacity from 5000 MPTA to 8500 MPTA…
Solara pledged shares to Aditya Birla finance Image
Read 7 tweets
IOL Chemical CMP 255
✍️ Ibuprofen price increased from $15 to $18. Management expects it to touch $20
✍️ Recently, Dept. of pharmaceuticals has clarified that no ban has been proposed on export of APIs & formulations in the wake of coronavirus outbreak

✍️ IOLCP is having 30% World Mkt Share of Ibuprofen
✍️ 1 Ibuprofen manufacturer which has 15% world Mkt Share is in Hubei province & it is in complete shutdown due to coronavirus outbreak
✍️ Ibuprofen demand increased due to Supply Constraint
✍️ Co. is having 6 months Inventory Image
✍️ IOLCP is a leader in India for #Ibuprofen.
✍️ Two cos in India which manufacture Ibuprofen (#IOLCP & #Solara)
✍️ Co is not increasing Ibuprofen prices in Indian Mkt
✍️ Co has already started getting Ibuprofen orders at $18
✍️ Currently Ibuprofen capacity utilization is 80% Image
Read 9 tweets
@phenrikand 1/ I’ve been in the digital cash and eMoney space since 1999 for co-design It was centralised command control money digital USD on an EMV card where the backend -> every transaction traced & tracked by float manager @jpmorgan debitcard ATMs via @Mastercard
@phenrikand @jpmorgan @Mastercard 2/ Every Navy base & every ship in a flotilla was like an island🌴 at sea (at any point in time it could have only local and no or limited comms back to treasury) Similar to today’s offchain and onchain networks eventually reconciliation would happen. DoubleSpends manual captured
@phenrikand @jpmorgan @Mastercard 3/ Proof of Work Blockchains tend to centralisation. The top5 PoW 💥 Blockchains generally work 💪and have a huge bounty on their embedded value across their networks PoS and others not so much
Read 15 tweets

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