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TheMarket🐝

16 Nov, 11 tweets, 6 min read

@NeulandLabs

@NeulandLabs investor presentation Q2fy21

Operational highlights
H1fy21
Revenue increased 21.7% led by growth in all 3 segments
Ebidta margin up 480bps to 16.9%
PBT margin up 550bps ,PAT margin up 430bps

Q2fy21
Revenue up 29.6%,balanced growth of GDS & CMS
Prime segment saw high growth of levetericetam,continued growth Mirtazapine,Lavetalol
Speciality business stable Q led by Deferasirox,Entacapone & Ezetimibe
CMS saw vol growth in baseline projects
Unit 3 started generating rev

Filed DMF for Edaravone with USFDA

Q2fy21/Q2fy20 cr
Revenue 242/186
Ebidta 41/25
PAT 21.3/8.6
EPS 16.6/6.68

H1fy21/H1fy20
Revenue 448/368
Ebidta 74.8/44.5
PAT 36.4/14.2
EPS 28.37/11.06

CMS Rev split
Q2fy21
Commercial 50
Development 27
Q2fy20
Comm 40
Devlpmnt 9

#Nifty #sensex

Company overview
Legacy
36 yrs experience
GDS & CMS services

Scale
Mfg facilities 3
731 KL capacity
R&D : USFDA approved

Capability
Products 75+ across 10 therapeutic segments
Regulatory filings 898
Team 282 scientists

Reach
80 nation
Rev Export 75%
Regulated mkt 93%

Key milestones
1984 incorporated
1986
1st API sold (Salbutamol & Albuterol sulphate)
1997 1st USFDA audit
2004 commenced US operations
2013 strategic alignment business towards niche APIs & CMS
2016 R&D center approved by USFDA
2020 100mn+ revenue, 75 live CMS projects

#API

Business verticals

CMS : work executed for customers on products at various phases of life cycles

Prime : Mature APIs with high competition

Speciality : APIs with complex processes & niche presence

Speciality & Prime APIs collectively form GDS(Generic drug substance )

@NeulandLabs

Revenue in %
US 31
Latam 3
MENA 8
Europe 48
India 1
APAC 4
Japan 5

@NeulandLabs BD office in Japan since 2007 10+ CMS projects with Japanese innovators ,working with a big Japanese firm since 2007

R&D facility ,Hyderabad
Infrastructure
15 dvlopmnt labs
60 fume hoods
Analytical labs
Dedicated labs for peptides
Separate facilities for D2 analogues

R&D achievements
Several NCE APIs added
Support for multiple APIs each year in Phase 2 & 3
Generic API - 898 DMF filed

Generic business 300+API processes developed, 204+ patents filed

Regulatory filings
55 DMFs with USFDA
30 filings with health canada
18 filings with KFDA Korea
22 filings with TGA
19 China DMF filed
489 EUDMF filings
24 CEPs received for diff products

898+ filings till date

Financial highlights
Revenue CAGR 19.8% for fy18 - 20
Ebidta growth 38.9% Fy18-20 led by high margin CMS & increase in GDS
Change business mix increasing CMS & certain specialty products
ROCE 2019 - 3.89
2021 - 11.14
D/E 2020 - 0.37
2021 H1 - 0.31
#stocks

@NeulandLabs

@NeulandLabs
@punitbansal14
@unseenvalue
@LongtrmInvests
@PharmaTimes
@thescorpionphil

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Mk cap 2337 cr
P/E 37.7
BV 76.4
ROCE 26.5
ROE 26.1
Interest coverage 9.12
EY 3.99%
P/S 2.44
D/E 0.25
PEG 0.22
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Q2 fy21 investor presentation

Q2fy20 vol 60823 ton
121% YoY increase
Ebidta 373 mn ,up 142%
Ebidta per ton 6137 ,up 10% YoY
Ebidta margin 11.3%
Net profit 238 mn,153 % up YoY
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H1fy21 / H1fy20 in cr
Revenue 496/ 467
Ebidta 125/87.96
PAT 82/54
Sales vols up by 8.3% ,from 21376 to 23150 MT YoY

Increased volume off take
Amines 5094 MT
Amine derivative 9916
Speciality chemicals 8140 MT

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Demand for Acetonitrile,DMF,NEP,DMA,TEA continues to remain elevated ,intermediates for Covid 19 drugs
Debottlenecking of Acetonitrile plant commenced ,production output to jump to 18-20 tons from current 9 tons/day
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Import of ACs with refrigerants is Prohibited, 4000 crs of RAC were being imported in India
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#nifty #sensex #StockMarket

Strong balance sheet, large client base ,increased penetration in HVAC industry to drive growth
Railway & metro business impacted due to covid,however order book strong
Vocal for local to boost India mftng
China plus 1 to drive export mkt
Increased focus on R & D
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Q2fy21 / Q2fy20 in crs
Revenue 623/408
Operating Ebidta 39 /22
PAT 12/3
Pent up demand in Q1fy21 led to clearance of channel inventory
Demand uptick for ACs in tier 2,3 cities
Import ban has led to enquiries from large players
Business to achieve normalcy in H2fy21

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@MarksansPharma

@MarksansPharma #marksanspharma Investor presentation Sep ' 20

Revenue growth 36.3%
Ebidta growth 109.5%
PAT growth 95.4%
Cash 154.4 crores
ROCE - Mar'18 12.1% ,Sep'20 29.4%
ROE - Mar'18 7.5% ,Sep 20 22.8%
Net debt to Ebidta - Mar'18 0.89 ,Sep 20 -0.48

Q2fy21 / Q2fy20 in cr
Revenue 360/264
Ebidta 86.8/41.4
Ebidta margin 24.1/15.7%
PAT 50.7/26
PAT margin 14.1/9.8%

H1fy21 /H1fy20
Revenue 691/511
Ebidta 157/76
Ebidta margin 22.7/14.9%
PAT 100/48.5
PAT margin 14.5/9.5%

#nifty #sensex #StockMarket #stocks #markets

95% of company revenues came from regulated overseas mkt

Formulation business from Europe,UK 286cr compared to 225cr last year,growth 27%
US & North America growth 48.7% to 302.5 cr in H1fy21
Australia & NZ revenue 69.4 cr in H1fy21 ,growth of 12.1% YOY
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@TataConsumer

@TataConsumer
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Tata salt largest salt brand in India
Tata tea 2nd largest tea brand in India
Tetley 4th largest tea brand in UK & largest in Canada
Himalayan 1st natural mineral water brand in India
Tata sampann Leading national brand
8'0 clock 4th in R&G coffee in US

9.6K crore consolidated revenue in FY20, current MKT cap 47K cr
Reach - 200 mn households in India,distribution 2.2 mn retail outlets
Among top 10 FMCG companies in India
2250 employees
Number 2 branded tea player globally
Aspiring to get a larger share of Fmcg mkt in India

Executive summary
Cons revenue grew 19% to 2781cr,strong growth India business
Cons Ebidta grew 26% ,INR 402 cr
Packaged beverage business India grew 29%
India food business grew 13%
Branded Int beverage business grew 11%
Cons PBT for the quarter higher ht 31% ,345 cr
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#sequentScientific
Q2Fy21 / Q2Fy20 (in million)
Revenue 3463 /2842 (growth 21.8%)
Ebidta 598/378 (growth 58.2%)
Ebidta margin 17.3/13.3 %

H1Fy21 /H1Fy20
Revenue 6565/5622(growth 16.8%)
Ebidta 1119 /763( growth 46.7%)
Ebidta margin 17/13.6%

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Financial - mid teen Ebidta margin,RoCe 20s,good cash flow

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Carlyle acquired 25.2% ,became new promoter on Aug 17,2020 & acquired additional 27.82% on Sep 8 2020
Neeraj Bharadwaj ,Rahul Mukim & Gregory John Andrew's join board as Carlyle nominees

@OneCarlyle #sequentScientific

Read 13 tweets

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