Thread by @stockekonomics

Why #LAURUS is rising
Laurus has three segments
1.Generic Api
2.Generic FDF
3.Custom synthesis and ingredients
Generic Api almost 55% of business
First line products-Lamivudine, Dolutegravir
Second line products-Lopinavir Ritonavir Darunavir
Dolutegravir launched in q4 fy20

Second line APIs will be launched in second half of this financial year
Generic FDF
Forms almost 36% of business
Received approval for TLE 400 and TLE600
Europe- entered into long term partnership with a EU region for 1 billion units supply

TLE 400 launch in Q2 FY21 limited competition drug
Total market size
1.5 billion dollars
Dolutegravir based is 1 billion dollars
TLE based is 500 billion dollars
.CDMO business
Have 47 active projects
started commercial supplies for 4 projects

CDMO business growing at 40% CAGR since last 5 years
Current capacity
3407 KL reactor capacity
5 billion units for FDF
Dedicated unit for custom synthesis
.Current expansion
Internal efficiency solutions to give some capacity to meet short term demands in formulations

API capacity to be increased by 20% in next 9 moths
Formulation capacity to be increased to 9 billion units in next 12-15 months