bikram singh Profile picture
A Journey of a Thousand Miles Begins with a Single Step - Lao Tzu
Aug 23, 2020 12 tweets 4 min read
A thread on #Lauras lab stock
Company is mainly into 3 business segment
1. Generic API
2. Formulations
3. Synthesis (CDMO)

let's focus on risk & opportunity in each segment rather than focusing on number which are known to us.
.
(1/11) Diversification : Co revenue from Generic API was at 95% & Synthesis was at 5% in FY16 to 54% revenue from API , 36% from Formulation & 10% from CDMO by FY20.
Co has done extremely well to diversify the business within 4 year.
(2/11)