#SequentScientific πΆπ±π¦π¦π¦π¦
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Q4 results. My key takeaways:
1. Medium term guidance of mid teen growth and no margin expansion.
Q4 results. My key takeaways:
1. Medium term guidance of mid teen growth and no margin expansion.
Reading b/w the lines:
Co is investing heavily in upgrading and upskilling people, processes, creating capacities all with a focus on changing the terminal value of the business. Trading off Short term pain for long term gain: necessary characteristic for both co & investors.
Co is investing heavily in upgrading and upskilling people, processes, creating capacities all with a focus on changing the terminal value of the business. Trading off Short term pain for long term gain: necessary characteristic for both co & investors.
2. Sequent 2.0 vision: Being executed under guidance of advisory board.
In b/w lines:
Co is upgrading itself from a branded generics player to a specialty branded generics player. Think of a Pikachu to Raichu Evolution.
Evolution takes effort, up front investments.
In b/w lines:
Co is upgrading itself from a branded generics player to a specialty branded generics player. Think of a Pikachu to Raichu Evolution.
Evolution takes effort, up front investments.
Sequent 2.0 will accelerate growth trajectory. Multiple growth engines firing and being built up.
1st India R&D center developed drug: Tulathromycin commercialized in EU.
1st formulation filing in USA, Canad and Australia.
1st India R&D center developed drug: Tulathromycin commercialized in EU.
1st formulation filing in USA, Canad and Australia.
WIll enter China market too after geo-political tensions settle down. Will do inorganic growth as well in US market. Will leverage carlyle network for powering both engines of growth.
3. 1st CDMO multi year multi product deal with global innovator
In b/w lines: IMO this is biggest take away from the concall. Trust compounds much like financial metrics, but trust compounding is unseen. It starts with 1 innovator and then expands to many.
In b/w lines: IMO this is biggest take away from the concall. Trust compounds much like financial metrics, but trust compounding is unseen. It starts with 1 innovator and then expands to many.
Innovator will also co-invest in the vizag facility. 2 CDMO products under development. Will hit topline in FY23. 6 other (non CDMO) products also being developed for the innovator.
4. Entering India, brazil, Turkey markets for pet animal products.
In b/w lines: Was already present in EU market. India, Brazil, Turkey are high growth markets and sequent's differentiating factor in terms of geographical presence. Will enter US pet animal mkt at some point too.
In b/w lines: Was already present in EU market. India, Brazil, Turkey are high growth markets and sequent's differentiating factor in terms of geographical presence. Will enter US pet animal mkt at some point too.
If you like the thread, plz consider retweeting 1st tweet to benefit maximum investors.
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