Niraparib,orally active small molecule PARP inhibitor developed by Tesaro to Rx ovarian cancer, granted fast track designtn by USFDA in 2016
Apr'20 USFDA approved Zejula (niraparib) as monotherapy maintenance Rx for ovarian,fallopian tube,peritoneal cancer @GSK #dishmanpharma
Dishman Carbogen makes the API for the drug, has been supplying APIs to GSK from 2017
The approval will help Niraparib grow multifold,big positive for Dishman’s CRAMS business.
Niraparib API revenues for Dishman could grow twofold next 2 yrs #dishmancarbogenamcis#DCAL#niraparib
Zejula is currently approved as a maintenance therapy for adults with recurrent epithelial ovarian, fallopian tube, or primary peritoneal cancer and whose tumors have completely or partially responded to platinum-based chemotherapy treatments
Zejula sales $295 million 2019 #dcal
Forward on WhatsApp
Glaxo expects 1 Billion USD of Revenues from Niraparib(Zejula)
Dishman is the API supplier for it.API component is 5% ...So around 50 Million USD
Laurus Synthesis Private Limited ,CDMO subsidiary signed multi-year contract with global life science company in Q2 ,entails complete drug development & mfng portfolio niche APIs
Evolving China issues - impact API prices,RM,logistics
#lauruslabs
No's in line
Rev 1411.9 vs 839.1 cr yoy
EBIDTA 450.3 vs 191.8 Cr
EBITDA Margin 31.9% vs 22.9% yoy
PAT 296.9 vs 110.2 Cr yoy EPS 5.53 vs 2.06
Fy21 /20
Rev 4837 vs 2837
PAT 317 vs 38
EPS 18.36 vs 4.79 #Q4updates🐝
Generic API division robust growth 61% YoY
Anti Viral growth of 70% YoY
Generic FDF Rev up 102% YoY
Growth led by higher LMIC mkt vols & increased
vols from US & EU
Custom Synthesis division recorded a strong growth of 35% YoY
Generic API Division
Strong demand 1st line ARV API
Robust order book ,adding more capacity to meet demand
Other APIs (CVS , DM) good growth
Discussion with Generic Partners for CM opportunity
Dedicated block for Non-ARV APIs, expansion of
High Potent capacity at Unit 4
#subex#Q3marketupdates#Q3concall#Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard
NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application
Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment
Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins
Tech mahindra partnership around Block chain area
New product offering for Telcos- Augmented Analytics platform
Vols Q3fy21/20
Performance surfactants 36618/34978
Speciality 21620/19295
Total 58238/54273
Revenue HLs
Q3fy21/20 in crs
Performance surfactants 401/387
Speciality 277/242
Total 678/629
PAT 85/48
9mnths fy21 vols
India mkt up 13.3%
Africa & ME Up 6.3%
ROW down -10.1%
9mnth FHs in cr
PS 1292/1187
Speciality 717/759
Total 2009/1946
PAT 223/168
Truly Indian MNC
:Leading mftr of ingredients for home & personal care industry
:preferred supplier for MNC,Regional & local Fmcg
:205+ product grades
: 7 strategic facilities (5 India,1Egypt ,1 US)
: Extensive R&D capacity
: intellectual property- 78 approved,1e applied