Thread by @EquityBuzzz

#lauruslabs
No's in line
Rev 1411.9 vs 839.1 cr yoy
EBIDTA 450.3 vs 191.8 Cr
EBITDA Margin 31.9% vs 22.9% yoy
PAT 296.9 vs 110.2 Cr yoy EPS 5.53 vs 2.06

Fy21 /20
Rev 4837 vs 2837
PAT 317 vs 38
EPS 18.36 vs 4.79
#Q4updates🐝

#lauruslabs
Investor presentation Q4fy21

Generic API division robust growth 61% YoY
Anti Viral growth of 70% YoY
Generic FDF Rev up 102% YoY
Growth led by higher LMIC mkt vols & increased
vols from US & EU
Custom Synthesis division recorded a strong growth of 35% YoY

Generic API Division
Strong demand 1st line ARV API
Robust order book ,adding more capacity to meet demand
Other APIs (CVS , DM) good growth
Discussion with Generic Partners for CM opportunity
Dedicated block for Non-ARV APIs, expansion of
High Potent capacity at Unit 4

Generic FDF Division

Robust growth in Q4, driven by strong demand
in ARV segment of LMIC region, portfolio expansion in developed markets
FDF revenue FY 21 up 102% YoY
2 products validated as part of CDMO expansion in EU
Debottlenecking completed
New mfg block by Sep21

Synthesis CSMO Division

Synthesis business robust in Q4
Total Number of Active Projects CDMO division end FY21 was 50 (vs 40 in
FY20)
Created a 100% subsidiary for Synthesis business & acq small facility at Vizag Also dedicated R&D center for the Synthesis Division

Outlook Fy22
Changing business mix to drive
growth
Generic FDF segment contributed ~35% fy21rev vs
2% in FY19
Non ARV API business
diversify revs
Synthesis business gain in line
with new customer adds in CDMO
Acq Aspen’s S.African
Subsidiary

Richcore (renamed Laurus Bio)
acqn to help us enter high
growth segments of AOF products,
Enzymes and Biologics

Capacity augmentation
Top 5 in India in terms of
Reactor capacities
All green field expansion
turned Cash positive in FY20 with
max utilization

Brown Field capex in existing sites to
have shorter payback period & ROCE
accretive
Doubling FDF capacity by FY22
Acq assets of an API Unit in Vizag for backward integration &
pre-clinical chemistry
Initiating green field expansion all divisions (API, FDF and Synthesis)

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#lauruslabs #Q4updates🐝
#pharma #cdmo #API #Nifty