Discover and read the best of Twitter Threads about #suvenpharma

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25 different companies detail analysis threads posted in last 25 days !!!

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Read 5 tweets
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
#SuvenPharma Q2 23 Concall Highlights

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1. De-growth in CRAMS and growth in specialty chemicals division.

2. Having better visibility now. Getting understanding from innovators that next year will be a normal year
3. 3. Suven pharma business should be looked at Year on Year and not qtr to qtr due to change in product mix and CRAMS orders can have Qtr to Qtr Volatility

4. For complete year EBITDA margins guidance of 40% + is intact
5. This qtr revenues from pharma was lower compared to agro chemicals but it will normalize over the next qtrs.

6. In this qtr Very small revenue from the covid drug. From next qtr it should come. It will be one off order
Read 9 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
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
#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
#SuvenPharma Annual Report 2022 Key Takeaways ๐Ÿ’Š๐Ÿ’Š

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1. They had a great performance in FY22. They had initially given a guidance of 10-15% growth in revenues and ended the year with 47% growth in topline.
The EBITDA margin was above 50% for the year despite inflationary pressure.

2. A major part of the growth came from the Specialty Chemicals segment. Revenue for this vertical grew by 51% YoY due to increased volumes. They saw good volume offtake for the 1st commercialized
molecule which is now generic. But the partner developed a robust life cycle management which generated good volumes.

3. There was also a commercialization of a 3rd molecule in this segment which helped increase volumes. They currently have 1 more molecule in development
Read 16 tweets
Update on #SyngeneInternational ๐Ÿ’Š๐Ÿงฌ

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#Syngene announced a 10 year agreement with Zoetis to manufacture the biological entity for Librela(bedinvetmab). It is the first monoclonal antibody for the treatment of osteoarthritis in dogs Image
1. About the drug
Currently, the product is only approved for sale in Europe but management has indicated that US approval is expected by the end of 2022. Zoetis launched the product in the second quarter of 2021 in Europe.
Sales for the product were $15 million in both Q3 and Q4 of 2021 and $20 million in Q1 of 2022. Zoetis management has said that the product will be a blockbuster by the end of 2022 bringing in $100 million from the EU alone. (Blockbuster product in animal health is products with
Read 15 tweets
#SuvenPharma - FY 21 Annual Reports Highlights

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Link :โ€ฆ

Read the thread below ๐Ÿ”ฝ๐Ÿ”ฝ
1. Company Overview
Suven Pharma is a Contract Development and Manufacturing Organization (CDMO). They support the global life sciences industry and fine chemical majors in their NCE development.
Read 28 tweets

My analysis after Concall
-ANDAs contribution to PAT was zero in FY20. It will be biggest growth driver for company with 5 already launched and 6-7 getting launched next year. Company working on one 505 b(2) opportunity which can materialize after Mar 22..
this can be large opportunity..Overall I estimate ANDAs to contribute 200-250 crs PAT in next 3 years..
-Rising pharma contribution was 46 crs in FY20. With company out of bankruptcy and 100+ ANDAs pipeline, PAT contribution will keep rising..
-CDMO pharma will have growth drivers in the form of 1-2 commercial molecules in next 18-24 months and moving from intermediates to API and formulation. Management said they are talking to 2 large customers on these lines
-CDMO non pharma has 2 molecules currently, 2 more will
Read 4 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

#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

#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

Read 3 tweets
#Suven โ€“ Journey of my first 50 baggerโ€ฆ

I bought #Suven first in Apr 2013 around Rs 20โ€ฆtoday after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

add on multiple occasions on way up. Like to share my experience in this thread for everyoneโ€™s benefit..

First time I bought because I like the management focus on R&D. It had chosen the most difficult therapeutic area in pharma which is CNS and it was investing the cash

flow it used to earn from CRAMS. It also used to write off all the R&D expenses in the P&L instead of capitalizing it in BS. That gave me lot of comfort about management quality.

I kept on adding as funds keep coming. I remember giving a public presentation on Suven in

Read 10 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
New Position: #SUVENPHARMA
Long @ 517.05


Risk 0.6% on portfolio Image
Booked 1/3rd @ 650.00

Generated 25% returns in 7 trading days. 0.8% on PF with this 1/3rd quantity. 3.5R

Trailing rest, already a risk free trade! Image
Trailing SL triggered @660. Hoped for a better exit from the biggest gainer of portfolio in % return terms! Image
Read 3 tweets

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