Tweet

TheMarket🐝

28 Jan, 13 tweets, 6 min read

@LaurusLabs

@LaurusLabs #lauruslabs #Q3marketupdates #Q3investorpresentations
Q3fy21/20 in crs
Rev 1288/730 ,up 76%
Ebidta 433/150
PAT 273/73 ,up 274%
EPS 5.1/1.4

Generic API growth 103% yoy
ARVs up 175% yoy
Generic FDF up 47%
Custom synthesis up 63% yoy
Onco API growth 36%

Generic APIs
ARV,Anti-DM,CVS,PPIs,Onco
Commercialized 60+ products
61 DMFs filed

Generic FDF
ARV,Anti-DM,CVS,PPIs,Onco
Filed 26 ANDAs with USFDA
9 final & 8 tentative approvals
Filed 12 dossiers in Canada, 9 in EU ,8 with WHO,2 in S.Africa, 2 in India

Laurus Synthesis
CDMO services for Global pharma
Steroids,hormone mftg
Speciality ingredients in Nutraceuticals,dietary,cosmetics

Commercial scale mfg,clinical phase supplies,Analytics & research

API validation plannd in Unit 5
Optalmic initiated
LSPL-API validatn planned

Revenue breakup in crs
Q3fy21/20
Generic API 731/360
Generic FDF 430/292
Synthesis 127/78

Generic API
ARV 568/214
Onco 64/47
Other 99/99

Generic FDF 430/292

Entered in longterm partnership with leading generic player in EU for contract mfg

Synthesis CDMO 127/78 crs

Synthesis CDMO
Revenue from custom synthesis, strong growth 63% yoy
Total active projects in CDMO stood at 49 in Q3
Partnered Large global pharma & mid ,small biotech companies
Commercial supplies ongoing for 4 products

Revenue contribution
Fy20/fy16
Antiviral 82 /39
Onco API 8/7
Other API 3/ 11
Custom synthesis 7 /14
Generic FDF 0 / 29

9mnth fy21 / 20
ARV 39/38
ONCO 7/6
Other API 11/10
Custom synthesis 14/10
Generic FDF 29 /36

Completed acquisition of majority stake(72.55%) in Richcore Lifesciences Pvt ltd valued at 340 crs & 72.55% stake at 246.67 crs
Richcore Lifesciences to be renamed Laurus Bio Pvt Ltd
2 mfg facilities
1st has Fermentation capacity 10750 Lts while 2nd 1.8lk lts,available Mar21

Laurus Bio
Fast Growing Research Driven Bio-Mfg Company
Recombinant products - Animal origin free products for safer,viral free bio mfg
Precision Fermentation capabilities -scaleup expertise & large scale mfg capabilities
Strategic global partnerships for commercializn of product

Cumulative fillings
DMFs - 61
Patents filed 282
Patents approved 141

R&D spend
2016 - 85 cr (4.8%)
2020 - 134 (3.9%)

Outlook 2021 & beyond highlights :
Healthy order book for FY 21 & beyond in FDF CMO business with strategic partner in EU

Several new customers added with progs in various clinical phases

Generic FDF segment contributed ~36% in 9M FY 21 vs 2% FY19

Synthesis business to show gains with new customer additions in CDMO

Acq Aspen’s S.African Subsidiary, foothold in worlds' largest Generic ARV Mkt

Richcore acquisition to help enter high growth segments of AOF products, Enzymes & Biologics

Among top 5 in India in terms of Reactor capacities

All green field expansion turned Cash positive in FY20, near max utilization

Doubling our FDF capacity by FY22

Brown Field capex in existing sites to have shorter payback period and ROCE accretive

Acqd assets of an API Unit in Vizag to be used for backward integration ,pre clinical chemistry

Initiating green field expansion for all the divisions (API, FDF and Synthesis)

@threadreaderapp

Unroll
@threadreaderapp
Compile
@threader_app

@tycoonmindset05 @thescorpionphil @nid_rockz
#pharma #cdmo #API #Nifty

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @BullsforBears

TheMarket🐝

@BullsforBears

28 Jan

@GranulesIndia

@GranulesIndia #granulesindia #Q3marketupdates #Q3investorpresentations

Q3Fy21 Highlights Revenue from ops up 20% yoy driven by 4 new launches in Q3 & increase in mkt share existing products across the three segments – API, PFI and FD

EBITDA up 29.7% yoy, +190 bps margin expansion yoy on changing product mix with higher contribution from FD and PFI , improved operational efficiencies from higher capacity utilization
PAT 147 cr up 129.4% yoy
Net Debt down 22% yoy
Net debt to EBITDA 0.7x vs. 1.4x as of Q3fy20

ROCE 32.4%, up on account of higher capacity utilization via addition of new modules & equipment with limited capital expenditure
Q3fy21 launched Ramelteon, Dexmethylphenidate HCI and Potassium Chloride ER tablets (Klor-Con), from GPI and Guaifenesin ER tablets from GIL

Read 6 tweets

TheMarket🐝

@BullsforBears

27 Jan

@DiageoIndia

#unitedspirits @DiageoIndia #Q3marketupdates
Q3fy21 highlights
Net sales down 3.6%, improved qoq driven by off-trade resilience,trade recovery offset by contraction of business in Andhra Pradesh
Prestige & Above - Net sales down 0.8%

Popular segment sales down 6.7%, led by decline 5.7% in priority states Increased consumer prices, unfav state mix contributed to decline
Gross margin 44.6%, up 24bps versus Q2fy20, driven by benign commodities and continued focus on productivity during Q3

EBITDA 384 Crs, down 9.5%
EBITDA margin 15.4%, down 100bps, driven by lower fixed cost absorption, increase in admin expenses
Interest costs 38 crs, down 17% driven by reduced debts and lower interest rates PAT 230 crs
PAT margin 9.2%

Read 5 tweets

TheMarket🐝

@BullsforBears

27 Jan

#nipponlifeindia #Q3marketupdates
Business Highlights • Dec'20
AUM 3,52,360 crore ($ 47bn)
Q3fy21 avg AUM 2,13,033 cr($ 28.4 bn), share of Equity Assets rose to 39.1% of AUM vs 38.9% Q3fy20
Dec 20, NIMF has one of the largest retail assets in the Industry, at 58642cr ($7.8 bn)

Retail assets 26% to NIMF's AUM
Dec 20, NIMF garnered AUM 38,753 cr ($ 5.2 bn) from 'Beyond the Top 30 cities' category ,forms 17.5% of NIMF's AUM vis-a-vis 16.0% for the Industry
As on Dec 20, Individual AUM was Rs. 108,182 cr ($ 14.4 bn) contributed 49% to NIMF's AUM

As of Q3fy21 NIMF is one of the largest ETF players with AUM of 33,939 cr ($ 4.5 bn) & mkt share 13%
Q3fy21 launched 2 NFOs in the passive category
As of Q3fy21 has 92 lakh investor folios, with annualised Systematic book of approx 8,000 cr ($ 1.1 bn)

Read 4 tweets

TheMarket🐝

@BullsforBears

27 Jan

@ApolloTriCoat

@ApolloTriCoat
#Q3marketupdates #Q3investorpresentations

Apollo tricoat - 3 steps ahead
Q3fy21/20 in crs
Rev 503/229
PAT 38/18
EPS 12.46/5.93

9m fy21/20
Rev 1006/434
PAT 70/31
EPS 23.24/10.35

Full on ahead not only 3 steps

50 % mkt share in structural steel tubes 9mfy21,sales vol CAGR 27% fy11-20

Most products with 1500+ SKUs (shapes & sizes)
Highest scale with 10 plants - 2.5 mn ton capacity
Largest sales network 800+ distributors
Lowest cost producer
Premium pricing to peers
50000+ retailers

Existing product portfolio
Door solution - Chaukhat (Indias 1st closed steel door frame ) ,monthly sales reached 4000 ton ,2 lakh/month chaukhats ,UP,HP,Rajsthn,Punjab

Home beautification - Elegant ,Signature, Plank

Read 6 tweets

TheMarket🐝

@BullsforBears

23 Jan

@PolycabIndia

@PolycabIndia #Q3marketupdates #Q3investorpresentations

Q3 earnings presentation
Revenue Q3 27988 mn ,up 12% yoy
9m 58891 mn ,up 12% yoy
PAT 2636mn ,up 19% yoy
9m 6027 mn,up 9% yoy
Net cash Q3 - 1335 mn

Wires&cables
6% yoy growth
Distribution channel double digit growth
Institutional businesses continues 2 face headwinds
Wires > cables
Housing wires strong momentum
Export 2.9 bn,10.5% overall sales,down 33% yoy due higher Dangote base
Exc Dangote, Aus,Asia,UK 29% yoy growth

Fast moving electrical goods
Strong 41% yoy growth in total Rev back of consumer demand,distribution, product mix
FMEG mix to sales up 215bps, up 10.8% yoy
Fans took leadership in few geographies
Segment Ebit margin 5.9% in Q3 & 4.7% in 9mnths

Read 10 tweets

TheMarket🐝

@BullsforBears

23 Jan

@LTI_Global

@LTI_Global #Q3marketupdates
Conf call highlights
Seeing good traction in BFSI,Media,CPG Retail,Pharma,Mftg services
2large deal wins in Q3fy21 of $278 mn
$204mn Injazat deal in Dec 20 in UAE ,for high tech vertical, to help in cloud adoption ,best shoring ,ERP modernization

$74 mn deal with a Fortune 500 energy company
Injazat & energy deal revenues to contribute numbers from Q1fy22
Healthy margin growth of 35 bps led by higher utilization, increased offshoring, optimisation in SG&A
- wage hike in Q4 to impact numbers,160 to 170 bps

Offshore utilization due to higher growth, manag confident of maintaining onsite at past levels
Investment in SG&A ,Nordics ,data products to drive margin growth going fwd
PAT guidance of 14 to 15% going fwd
Digital business now contributes 44% to revenues, up 9.5% QoQ

Read 4 tweets

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!