Thread by @HansrajCapital

Recent Business environment has been mix for Chemical, Pharma & API companies 🧪🏥💊. Its time to decode what happened across the industry and how companies are surviving through these headwinds.
An educational thread 🔖🧾 on what happened across and summary of their concall ☎️☎️

Aarti Drugs, Surviving in Headwinds,margins under pressure 📉
bit.ly/30V1CVa
Eris Lifesciences, Growth levers to be triggered in Cardio Metabolic Segment🫀
bit.ly/3xkwM4f
AuroPharma, Will injectables help in recovery? 💉
bit.ly/3FILIfn

Granules, Will backward Integration help to bring back the growth? 📈
bit.ly/30OxUAV
IPCA Lab, Facing challenges in API Segment 📊
bit.ly/3HZYDvA
SMS Pharma, Working silently in APIs segment 🔇
bit.ly/3p2XOtk

Rallis India, Ongoing capex to boost the top line 📈
bit.ly/3DPE5Du
IOL Chemical, Facing Headwinds in Ibuprofen 💹
bit.ly/3I0aHwH
HCG, Capex is completed and it is at cusp of growth 📈
bit.ly/3FUzNv2

PI Industries, Bio & Electronic Chemical Products and Entry in Human Pharma would be key growth driver 🧪⚡
bit.ly/32Gj3th
Alkyl Amines, High RM Cost lowering the margin 📦
bit.ly/3HZtNmH

Suven Pharma, Growth likely to taper due to high Maintenance Opex 📊
bit.ly/317zsqb
Divis Lab, Focused on upcoming off patented APIs 🔎
bit.ly/3HZQG9C
Laurus Lab, Bullish on CDMO Business 🎯
bit.ly/3nXY3q4

Praj Industries, Ethanol is accelerating the growth 📈
bit.ly/3CZ706I
Dharamsi Morarji, Focused on better margin products under specialty chemicals 🎯
bit.ly/3E1Dmzc
Deepak Nitrate, Initiated Depend On Deepak 🔎
bit.ly/3nXi28g

Dishman Carbogen, Confident on phase 3 molecules 🎯
bit.ly/3cXPnKa
Hikal, Heavy rainfall deteriorated revenues ⛈️💵📉
bit.ly/3cWXUNq
Neuland Lab, Positive on CMS Business 📈
bit.ly/313Vr0Q

Syngene, Keeping supply chain robust 🚚🚚
bit.ly/3cTo0Rh
Ami Organics, Creating China Substitute Products 🔄🔄
bit.ly/3rcCaFy
Jubilant Ingrevia, Doubling revenue by FY 26 2️⃣❎💰
bit.ly/3I261pY

Sunpharma, Androgen Inhibitor for acne treatment is a milestone 🗿
bit.ly/3cXUWrM
Strides Pharma, US Generic to remain under pressure, Stellis to focus on Sputnik Lite 🔎
bit.ly/3HTuG09

Solara Active Pharma, Doing Backward Integration in Ibuprofen side 👷🏼
bit.ly/3CZflr8
Hester Biosciences, Developing recombinant Poultry Vaccines 🐔💉
bit.ly/3xwlutH

Fermenta Biotech, dependant on Vitamin D3 demand 💊💊💊
bit.ly/32JB0Hz

𝐏𝐋𝐄𝐀𝐒𝐄 𝐑𝐄𝐓𝐖𝐄𝐄𝐓 𝐅𝐎𝐑 𝐖𝐈𝐃𝐄𝐑 𝐑𝐄𝐀𝐂𝐇

#HansrajCapital

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