@NATCOPharmaLtd concall Q2fy21
Increase in other expenditure due to covid related employee expenses,increments,litigation issues & setting up REMS about 3 to 4 products

Approval received for Pomalyst,Eugia & Natco both got approvals,$ 1bn sales,also settled related litigation
Weak domestic sales due to drop in Hepatitis C sales , covid caused less patients to seek cancer Rx

Good build in Tamiflu sales,1st to get into Brazil,received govt orders from Canada ,profit share recognized after sales confirmed by Alvogen,benefits to accrue in Q3,Q4
Launched a portfolio of products in Agrochemicals
Chemo sales 70-75% of normal
Cardio & diabetology sales done well
One time expense setting up REMS for Revlimid
REMS setting up takes $ 2 to 3 mn cost upfront
As of Sep'20 cash equivalents is 1065 cr & debt 431 crs
5 REMS products,Pomalidomide in US & Canada, Bosentan in US
Adding 80 to 100 people in marketing
Majority of onetime costs done,gross margins to return to historical levels
Got approval generic Pomalyst,2 players Natco & Auro,possibly Natco 1st to file,settled with innovator
Apixaban,2 players in mkt Natco & Pfizer
Lot of onco drugs sold by Natco in NLEM,impact played out in last financial year
Tamiflu peak season in US till mid,feb sales to get impacted coz of less social gathering,masks
Lotus pharma got approval for Revlimid inspite of filing later
Focus on diff molecules, 10 to 15 in $10 $15 mn,few 2 to 3 large ideas in $50,$100 mn,mix them up

@NATCOPharmaLtd #investing #pharmacy #Nifty #sensex #StockMarket #stocks

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More from @BullsforBears

22 Nov
#CAMS Concall highlights Q2fy21
CAMS serviced assets now at ~70% industry assets
Key properties - myCAMS,GoCorp,edge360
UPI Autopay mech offered by CAMSPay enabled for SIP investors
2Q industry Aum 27.6 trillion, up 7% you, 12% wow,equity assets were muted
#Nifty #sensex
CAMS serviced funds & assets at 19.4 trillion or 19.4 lakh crore, up 8.6% yoy, up 11% qoq ,share at 70%
Outflow in equity assets,mainly lump category,investors timing the market taking money out
Majority growth non equity,mainly debt,liquid fund flattish,overall equity contractd
Overall transaction volumes 79 mlln plus,5 % up QoQ
SIP book,expanded 5% yoy,1% qoq
Live investors folios up 4% yoy about 40 mlln
Unique serviced investors expanded to 16.2 mn,6% yoy growth
H1fy21 AUM muted at 26.1 trillion, 2% up yoy, equity down 5.2%
Read 8 tweets
21 Nov
@PolycabIndia investor presentation Q2fy21
Top line revenue 21137 mn
-6% YoY, up 116% QoQ
H1fy21 : 30903 mn, -26%you

Ebidta Q2fy21 3122 mn
Up 16% YoY,up 454% QoQ
H1fy21 3685 mn,-25% YoY

PAT Q2fy21 2216 mn
Up 14% yoy ,up 88% wow
H1fy21 3391 mn,up 3% yoy
#investing #Nifty
Net cash position Q2fy21 6276 mn,up 82% yoy ,up 205% qoq
Revenue declined 6% yoy in Q2 vs 50 % decline in Q1
Ebidta up 16% yoy with 272 bps yoy improvement account of higher contribution & cost saving initiatives
PBT & PAT up 25% & 14% yoy
ROCE 26.6% ,Net cash 6.3bn
Revenue declined 26% yoy due to severe covid impact & subsequent lockdown in Q1
PAT in H1fy21 exceed last year aided by one off gains

Wires & cables
Q2fy20 / Q1fy21 / Q2fy21 in mn INR
Revenue 18811/7935/ 17408
Ebit 2011/ 243/ 2534
Revenue 34916 / 25343
Ebit 3873 / 2778
Read 8 tweets
20 Nov
After months of use ,billions of $ for pharma companies
Oxygen,steroids,and heparin,glucose control,early diagnosis & treatment mainstay
WHO suspends Remdesivir from list of medicines timesofindia.indiatimes.com/world/europe/w…
Download the TOI app now:
@USFDA & @WHO appear to take different paths
Barcitinab approved for use with #remdesivir for #COVID19 infection
#cdmo #pharma #Nifty #sensex #stocks
Mild to mod cases with early treatment
Early diagnosis & treatment holds the key

City docs find proof Favipiravir works for the moderately ill
Download the TOI app now:
Read 4 tweets
18 Nov
Q2fy21 & H1fy21 investor presentation

Key developments
Additional investment 150 cr mfg personal & home care products
Merger of beverage plant Mysuru in progress
New plant for Surface cleaner, Silvasa to start in Feb 21
Merger Malta beverages plant Coimbatore
Long term contract mfture Disinfectant toilet cleaner at Silvasa facility,commenced Sep 20,capacity 100KL/day
Goal of 2000 crs topline by 2022

Gross block Sep 20 - 332 crs
Revenue H1fy21 - 522 cr,64% growth YoY
Ebidta H1fy21 - 37.1 cr 54% growth YoY
PAT 12.6 cr ,up 37%
Operating cash flow 13.4 cr,up 24% YOY
EPS 5.96 for H1fy21,up 19%

Financial highlights
Q2fy21 / Q2fy20
Revenue 319/172
Ebidta 22 /12.8
PAT 8.4/ 4.9
Operating cash flow 13.5 /10.8

H1fy21 / H1fy20
Revenue 521 /317
Ebidta 37.1/ 24.1
PAT 12.6/ 9.2
Read 16 tweets
17 Nov
@ApolloTriCoat 3 steps ahead
Annual production capacity 2.5L tonnes
35+ years experience
1-week cycle time ( order booking to supply)

Apollo chaukhat
Apollo elegant
Apollo signature
Apollo steel plank
Apollo Wondoor
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

Promoter holding
Dec 19 61.77
Sep 20 62.56
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
ROCE 30.7% ,Fy20 20.2
Capacity 350000 as on Sep 20

#nifty #sensex #apollotricoat
Read 8 tweets
16 Nov
@NeulandLabs investor presentation Q2fy21

Operational highlights
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
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

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

CMS Rev split
Commercial 50
Development 27
Comm 40
Devlpmnt 9

#Nifty #sensex
Read 11 tweets

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