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Rohan Profile picture
Rohan
@techlunatic
Disclosure : 1. Tweets are opinions, not recommendations 2. Puppers are life

Jan 4, 2021, 6 tweets

#Lalpathlabs valuation 🧵

History :

Sales history :

2011 : 240 Cr
2020 : 1300 Cr

Trend : 20.64% CAGR growth in sales.

Profit history :

2011 : 30 Cr
2020 : 230 Cr

Trend : 25.39% CAGR growth in profits.

The company spends almost equal amount on its personnel as it spends on raw materials.

Current 12M trend shows a rise in volumes as more and more people opt for blood tests. Profit margin has also risen by 2%. This will add to the long term compounding.

Verdict : Strong BUY.

Future projection :

2030 EPS : 170 rs/share
2030 CMP : 8117

Lalpath Labs is a comparatively cleaner proxy play on the healthcare theme, rather than buying debt laden companies like Fortis or Apollo Hospital.

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