Thread by @ajitsuryak

#SequentScientific Thread. 🐂

ROCE 5Yr-13.6 %; ROE 5Yr-14.7 %; D/E-0.5
NO. 1 Animal health company from India
27 Commercial APIs
US$100MN+R&D investments
Promoter: Carlyle Group - 53%
Cons. Revenue UP 13% YOY

@unseenvalue @arc1471 @drprashantmish6 @MunkThePunk @caniravkaria

#Sequent (2/n)
₹1,272 MN Cashflow from operations in FY20

100+ Countries Presence

Revenue: 66% from the formulations and the rest from APIs

SSL’s consolidated EBITDA margins improved to 14.4% in FY20 (FY19: 12.0%, FY18: 9.8%)

@Jitendra_stock @Investor_Mohit @ThetaVegaCap

#Sequent (3/n)
Stabilization of operations at its US FDA approved Vizag API facility led to an improvement in SSL’s API sales and EBITDA in FY20

Of the total formulation sales, the regulated markets of Europe contributed 47% in FY20,

5 Global R&D centers  

@punitbansal14

Sequent(4/n)

-Formulations (66% Revenue)💪

46.9% Revenue CAGR (FY17-FY20)

40+Products under development

40+New products launched in FY20

65%+Sales to Regulated Markets

#Sequent (5/n)

-APIs🙌🏻

32.6% Revenue CAGR (FY17-FY20)

19 US Filings/Approvals

70%+ Sales in Regulated Markets

14+Molecules Pipeline

@kuttrapali @sumitkbehal  @aditya_kondawar