Share this page!

TheMarket🐝 Profile picture
Twitter logo
3 Feb, 8 tweets, 5 min read
#sequentScientific #Q3marketupdates #Q3investorpresentations

Strong 🏋️‍♀️
Q3fy21/20 in cr
Rev 361/317
PAT 37.2/20
EPS 1.52/0.83

9mnth fy21/20
Rev 1014/878
PAT 87.8 /53.1
EPS 3.24/2.18

API Business up 17.2%
Formulations 15.0%

Alivira award best Company in AH India/ME/Africa
Formulations
EU subdued due operational challenges of Covid
Spain & Germany impacted while Benelux & Sweden reported strong growth
Growth to accelerate with recent launches of CitramoxLA & Halofusol. Tulathromycin launch to reflect from the current quarter
Brazil & Turkey grow strongly driven by mkt share gain existing portfolio & new launches
India business doubled last 9 months
Integration Zoetis portfolio completed

API Business
Highest quarterly sales 1,297Mn, growth 20%
1/3rd sales from global Top-10 AH players in 9M
11 CEP & 21 US filings/approvals in total (1 CEP approval and 1 USVMF filing in Q3)
Enhanced capacities at Mahad (complete Q3) , Vizag (to be completed Q4) to drive growth in FY22

Formulations
FDFs 1000+
Mftng facilities 5
Sales to regulated mkt 65%
Mktng presence countries 80+
APIs
Commercial APIs 27
Mftg facilities 3
Sales to regulated mkts 75%
Asset turnover ratio 2.5x

Formulations
Products under development 35+
R&D centers 4
Injectables 38%
Filings in US next 3 yrs 10

APIs
Mols in pipeline 14+
R&D center 1
US filings 21
CEP approvals 11
Overall Business Grew 15.1% CC during the quarter; strong growth across both APIs and Formulations
API Business grew 17.2%
Formulations 15.0%

Balance sheet highlights
Cash flow generation 1.5Bn+
Net debt reduction 975Mn in 9M
Prepayment of all INR denominated term loans of ₹1,250Mn will lead to substantial interest savings going forward
Consolidation of minority interest in Turkey and Netherlands completed
Driving growth in consonance with continued focus on Working capital
Unroll
@threadreaderapp
Compile
@threader_app
#sequentScientific #pharma #cdmo #API #Nifty #animalpharma

• • •

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

Keep Current with TheMarket🐝

TheMarket🐝 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

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

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @BullsforBears

TheMarket🐝 Profile picture
3 Feb
#solaraactivepharma
#Q3marketupdates #Q3investorpresentations

Best Ever Quarterly Revenue, EBITDA & PAT
Rev 4,350 mn, up 24% yoy & 8% qoq Q3’21 EBITDA 1,085 Mn, up 32% yoy & 8% qoq
PAT 658 Mn, up 59% yoy & 16% qoq
Basic EPS 18.47
API Business
Regulated mkt rev 3110 mn, up 12% yoy
,contributed 72% of Q3’21 rev, decline from Q2 result of robust growth in other mkts
Other mkts rev 1240 mn, up 71% yoy
Rev growth 24% yoy (37% yoy ex-ranitidine) driven by growth in vol, scale up Vizag
New products 9% Q3’21rev
CRAMS
Tracking well to plan ,addition of new customers, solid growth order book

R&D & Ops
Vizag onstream, commercialized as planned in Q3
Filed 3 new DMFs US mkt ,2 EU mkt during Q3’21
Market extensions 6 of existing products across 7 different geographies
R&D 138 mn 3.2% Rev
Read 5 tweets
TheMarket🐝 Profile picture
3 Feb
@airtelindia #Airtel #Q3marketupdates
Q3fy21 Highlights

Highest ever cons quarterly rev 26518 cr, up 24.2% yoy

India business highest ever quarterly rev 19,007 cr, up 25.1% yoy

Mobile services India rev up 32.4% yoy led by improving realizations,strong customer addn
Airtel Business rev up by 9.2% yoy back of strong demand for connectivity and solutions

Digital TV business strengthened leadership position

Cons EBITDA 12178 cr
EBITDA margin at 45.9%, up 464 bps yoy

India business EBITDA 8,589 cr EBITDA margin 45.2%; up 594 bps YoY
Cons EBIT 4665 cr ,EBIT margin 17.6%
India EBIT margin 12.7%
Cons Net income (after exp items) 854 cr
Industry leading operational indicators, strong business momentum 4G customers up 12.9 mn for Q3 to 165.6 mn
Mobile ARPU 166 vs 135 Q3’20
Read 4 tweets
TheMarket🐝 Profile picture
3 Feb
#subex #Q3marketupdates #Q3investorpresentations
9mnths fy21
Revenue up 6% ,2758 mn
Ebidta margin 27.3% ,753 mn
PAT (exc exp items) up 101% ,332.5 mn

Products :
Revenue assurance
IOT security
Fraud manag
Identity analytics
Anomaly detection
Network analytics
3 horizon strategy

1 - enhance core areas ( fraud mang,Rev assurance ,Network analytics, partner ecosystem mang)

2 - immediate growth ( IOT security, Analytics center of trust)

3 - long term growth , invest in emerging areas ( Multi-Vertical SaaS)
Crunch metric
IDcentral
Investment rationale

Leader in Digital Trust space

Making strong inroads in the multi vertical IoT Security space; IoT Security Market to touch $4.5 bn by 2022

Incubating virtual startups within the orgztn

Sticky Revenue Model ,60% annuity/ recurring, >98% customer retentn
Read 6 tweets
TheMarket🐝 Profile picture
1 Feb
#emamiltd #Q3marketupdates #Q3investorpresentations
Concall highlights

Rural demand remained strong, urban showed pickup
Healthcare portfolio showed good response due to covid
Product penetration of 4% for Boroplus,Balms,Kesh king,etc
Double digit vol growth guidance for Q4
Manag confident of new launches Boroplus,Emasol
Honey controversy appears to settle down, mkt changing from seasonal to perennial
Fair & Handsome sales showing uptick post rebranding, relaunch
Sanitiser sales witnessing slowdown
Hair oils seeing demand in domestic & ME mkts
Q3 sales Zandu segment
Honey up 2.5% ,Chyawanprash 24%
International business up 26% yoy led by growth in ME & SAARC ,new launches contributed 4% to sales in Q3 ,creme21 grew 82%
30+ new product launches Fy21
E comm sales up 3.5x in Q3 ,up 210 bps
MT channel growth 51% in Q3
Read 4 tweets
TheMarket🐝 Profile picture
28 Jan
@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% Image
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 Image
Read 13 tweets
TheMarket🐝 Profile picture
28 Jan
@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

Did Thread Reader help you today?

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!

Follow Us on Twitter!

Like this author's thread?

Get emails when @BullsforBears has new unrolls!

Check out other threads from @BullsforBears!

Read all threads by @BullsforBears