#kopran is a Mumbai-based integrated Pharma company that generates ~ 58% of revenue from APIs and 42% from the formulation business (9mFY21). The exports of APIs and formulation together contribute ~80% of its revenue. Its formulation business is
#multibagger (1/n
operated through #kopran Ltd and APIs vertical is run by a WoS- Kopran Research Laboratories Ltd (KRLL). The company has shown strong performance during recent quarters on the back of a larger products portfolio, focus on niche segments #Multibaggers #multibagger
and geographical expansions. It has built dedicated and versatile facilities for Atenolol, Pregabalin, Cephalosporins (non-sterile & sterile), Macrolides, Sterile Carbapenems, which are witnessing healthy growth worldwide. The strong performance of
#kopran (3/n)
#kopran company may sustain going forward on the back of an attractive products pipeline backed by up-gradation of facilities and a larger presence in the US and Europe. An improved business outlook (focus niche products and regulated markets)
#multibagger (4/n)
augur well for growth of the #kopran company over near to medium term. The stock is currently trading at 12.5x/10x FY22E/FY23E EPS.

Strong pipeline in API vertical to drive revenue and margins: Kopran’s API business grew at a CAGR of 25% during
#multibagger (5/n)
FY19-21 on the back of new products, geographical expansions, and focus on niche segments. #kopran has fast expanded its products portfolio (4 DMF filed in FY21 itself out of a total 9 US-DMF) for bigger markets like the US and Europe. (6/n)
#kopran company got a strong fillip in the US after a recent launch of Atenolol and it aims to gain market share in the next two years. Besides, it holds 4 CEPs for the European market, 2 product filings in China, and multiple registrations in emerging markets. #Multibaggers (7/n
However, #kopran pipeline in Carbapenems (5 new products to be rolled out during FY22 & FY23) and foray into next-generation anti-diabetic drugs also provide strong growth visibility going ahead. The company also built a pipeline in anti-coagulants n
#Multibaggers (8/n)
anti-thrombosis. #kopran API business is expected to reach Rs3.87bn in FY23 from Rs2.87bn in FY21 (CAGR of 16%), even after building lower sales in Azithro.

Expansion in key API facilities: The Company has been expanding and upgrading its facilities
#Multibaggers (9/n)
in a calibrated manner over the past couple of years and currently it is undertaking the up-gradation and expansion of 3 blocks at the Mahad facility to cater to the increasing demand of existing and new products.
#Multibaggers (10/n)
Besides, #kopran is also developing the Panoli site as an intermediate facility, which is expected to be operational by Q3FY22.

Formulation business to see faster growth post normalization on COVID-pandemic Kopran has dedicated facilities for
#multibagger (11/n)
penicillin and non- penicillin-based formulations which mainly caters to the African continent (~80% of formulation business), wherein #kopran participate in local tenders. Its current basket includes 20 dossiers in Africa & French West Africa
#multibagger (12/n)
11 dossiers filed in South East Asia, 25 dossiers filed in Latin America.The performance of this vertical is expected to improve after the normalization of the pandemic. #kopran is eying to expand business in UK,Canada through contract manufacturing opportunities.
Focus on a niche and larger products basket to help improve EBIDTA margin
Kopran reported an EBIDTA margin of 16.6% in FY21 from 11.6% in FY20, thanks to favorable pricing in some of the products like azithromycin and higher offtake.
#Multibagger (14/n)
Although the pricing in some of APIs may see softening going forward, niche products- especially carbapenem and anti-coagulants and next-generation anti-diabetic drugs may help sustain EBIDTA margin in FY22 (16.6%) and FY23 (~17%).

triggers for growth and improved financial performance
,strong products pipeline in API space focus on better margin products and expansion in regulated markets are some of the elements which should lead to the improved financial performance of #kopran #Multibaggers #multibagger
in the next 2-3 years. Its sterile API facility is currently approved mainly for RoW markets, though the company aspires to get into regulated markets. The regulatory approvals of its sterile facility by the US regulator would be a key milestone for #kopran #Multibaggers (1/17)
for future growth opportunities. The stock is currently trading at 12.5x/10x FY22E/FY23E EPS.
Hugely undervalued for an investor and at D verge of multi-year BREAKOUT for a trader, would you invest in #Multibaggers #kopran
#multibagger #investing #invest #investors (1/18)
Thanks for your time ✍️🙏.
Not a recommendation for educational purposes only.

#kopran #Multibaggers #MULTIYEARBREAKOUT #Multibagger #investing #invest #investors #investor

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More from @DrdhimanBhatta1

21 Nov
I"ll be entering into 2 smallcaps tomorrow both of which has potential to be #MultiBagger in a decade.
I shall be sharing both #stocks on next Thursday evening provided you guys share your choices of 2 smallcaps which may be huge #Multibaggers with minimum 100 participation(1/n)
And minimum 1000 retweets so that everyone gets benifit from that idea both of which I am studying for last 18 months.
One company has more than 200% TTM growth CAGR and another near 💯% TTM growth CAGR.
#askdrdhiman (2/n)
These 2 #Companies have very good management with continuous growth.
Not only that ,being a small cap #stock,one of those R completely debt free and another very negligible debt to equity RATIO.
#Multibaggers #MultibaggerStock
Only retweet Max (3/n)
Read 5 tweets
19 Nov
#MorganStanley has set a target of #sensex upto 80000 points and #Nifty upto 24000 points by December 2022.
Do you agree?
Comment please.
There are 3 conditions to be fulfilled as per #MorganStanley
1.India must be included in global bond fund!

Now as a financially illeterate person I feel, If this happens in reality,you won't believe the growth of India will really boom with massive foreign inflow.
2. #MorganStanley mentioned there must not be any kind of 3rd wave of #COVID19 !

As a medically literate person, I feel this is the responsibility of Indian population to wear mask,wash hands regularly and treat as early as possible.
Read 4 tweets
12 Nov
As mentioned multiple times.
Raw material cost is on hike globally.
This is affecting not only #lauruslabs but also almost all COMPANIES in pharma n chemical sectors starting from #asianpsints to #deepaknitrite .
This will take more quarter to recover.
Another thing I feel (1/n)
Worth mentioning.
In AIDS,we have changed the modalities and drugs very recently to another genre.
Problem is that old medicines R soon going into oblivion which were made by #LaurusLab .
But while considering D new drugs for HIV AIDS, #lauruslabs will get (2/n)
First preference as it's the lowest cost producer in whole world.
Yes, #lauruslabs as a business is very strong.
Negatives R always here and there like low promoter holding of #LaurusLab along with it's a price taker as solely dependent on tenders by government as this (3/n)
Read 5 tweets
3 Nov
Real estate should boom in near future.
How many are playing with it?
Please comment.
I am playing the game with #HDFC .
Not a recommendation for educational purposes only.
My second bet is
Not a recommendation for educational purposes only.
My 3rd bet is #pidilite
Not a recommendation for educational purposes only.
Read 6 tweets
1 Nov
Diwali special portfolio.
Wait for muhurat #portfolio on Thursday at 6 PM.
Put your reminder on friends.
🥂 Cheers 🥂.
As per #indian belief, today Ma #laxmi comes to bless her children and on this auspicious occasion, #investors generally #invest something as it is regarded as Shubh Shagun.
For this, #BSE n #NSE offer trading for 1 hour known as #MuhuratTrading .
It's not mandatory but (2/n)
If you have excess cash in hand,you may invest in the #muhurattrading2021 .
Never invest by expending ur emergency fund or by any kind of borrowing.
Normal investing principles must not change for any occasions.
Stick to basics.
Learn D company well,read in detail (3/n)
Read 16 tweets
18 Oct
When you don't realise the business and not optimistic, investment opportunities will run in front of you.
I bought #IRCTC in February 2020 realising it's monopoly business.
But as #COVID19 hit the Deck very badly and I saw people dying in front of me for (1/n)
Months, I became sceptical.
Then I had my first attack of #COVID19 in June 2020.
I was so pessimistic at that point of time,I felt there is no way out for covid19 and felt #IRCTC has no future.
I sold it in loss!
Multiple times it has provided me opportunity to (2/n)
Add #IRCTC into my #portfolio .
But as I always mention you can't #HODL an #investment if you don't have conviction.
I didn't pay any attention to it
It did very well in last 1 year.
Congratulations to all #IRCTCeCatering #shareholders who believed in it.
You are already (3/n)
Read 5 tweets

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