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Value Educator Profile picture
@ValueEducator
Aug 26 • 8 tweets • 2 min read Twitter logo Read on Twitter
Key highlights from Zim Laboratories Q1 FY24 concall💊

CMP - ₹124

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💊The business faced headwinds during the quarter, mainly from a drop in exports of nutraceutical products in ROW markets. There is a shortage of US currency in a lot of the markets and the company has decided to not ship the product until they receive the advance.
💊Exports made up 80% of revenues during the quarter. They also saw a shift in a big order for PFI from Q1 to Q2. They see faster recovery in the export market for Pharmaceuticals than Nutraceuticals.
💊During the quarter, they filed 20 dossiers of New Innovative Products (NIP) across Pharmerging and RoW markets.
💊They received the first revenue from Oral Thin Films (OTF) during the quarter. Apart from Europe, they have filed 6 dossiers in the Pharmerging and ROW markets. They also received 5 Marketing Authorizations in the Pharmerging and ROW markets during the quarter.
💊In Q1 FY24, they spent ₹5.3 Cr for R&D which is approximately 8% of revenue.

💊They added ₹18.1 Cr to their Gross Block in Q1 FY24. This was mainly from construction of a new warehouse, enhancing manufacturing facilities and optimization of products.
💊The current contribution of domestic OTF sales is less than 5% of revenues. They are not getting the required margins in the Indian market for these products. So they have shifted their focus to Europe and a majority of the future growth will come from there.
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Aug 24
Key highlights from the Q1 FY24 concall of Poly Medicure💉💉

CMP - ₹1,410

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💉Revenue for the quarter was at ₹320.8 Cr (28.9% growth) YoY. EBITDA Margin for the quarter was at 27.2% for the quarter which is up 851 bps YoY. PAT Margin was at 19.5% which was up 871 bps YoY.
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Aug 23
Garware Hi-Tech Film’s Stock has rallied more than 18% over the past 3 days despite having a flat result.📈📈

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1. BUSINESS SEGMENTS
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Aug 22
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1. Company Overview
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Aug 21
Key highlights from Vimta Labs Q1 FY24 concall🔬

CMP - ₹569

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🔬Management has said that stringent government regulations in testing are causing strong tailwinds for the whole sector.
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Aug 19
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The capacity will come online in Q2 FY24.

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Aug 17
Key highlights from Gufic Biosciences Q1 FY24 concall💉💊🧪

CMP - ₹267

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💉Revenue for the quarter was at ₹195 Cr (18% growth YoY). EBITDA Margin for the quarter was at 18.6% compared to 20.3% for Q1FY24. The reasons for decrease in margin are because of increased R&D expenses, dossier filing, validation batches & increased costs from Indore capacity
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