#LaurusLabs is widely tracked… yet poorly understood.

A love it or hate it stock you simply can’t ignore.

My take on FY26 results and Outlook.

A Thread...🧵 CDMO🔥 +36% growth Y0Y

→ Not just a vendor, a strategic partner to Big Pharma

→ Focus: APIs & advanced intermediates (not low-value KSMs)

Even though Laurus is highly tracked stock , i still feel that it is less understood by many.

It is highly polarized stock, ppl either love it or hate it but cannot ignore it... :)

Below is My take on #Lauruslabs Q4FY25 results

A Thread 🧵 1⃣ CDMO has grown 50% this year

- In my opinion CDMO would grow at a CAGR of 50% for next few years

- No funding cut from USAID for ARV.

Key take aways from Laurus Labs Q4FY23 Results

@unseenvalue @jeevanpatwa @ValueEducator @itsTarH

A Thread 🧵 1⃣ FY24 to be flat year in terms of revenue. (No Paxlovid included)

Key take aways from Laurus Labs Q2 Results

@jeevanpatwa @unseenvalue @itsTarH @vinaynagori5 @tusharbohra @AdityaKhemka5 @ValueEducator

A Thread 🧵 Coming to negatives first

1⃣ FY23 Guidance cut by 10%.

Guidance revised because of below reason.

Most of the tenders in last 2 quarters are short term tenders and Laurus has not won these because they did not bid aggressively.

Key take aways from Laurus Labs Q1 Results

@jeevanpatwa @unseenvalue @itsTarH @vinaynagori5 @tusharbohra @AdityaKhemka5

A Thread 🧵 Before i go into individual divisions below are the positives i noticed

1⃣ Gross Margin at 57.6%

2⃣ High margin CDMO and BIO at 39% of sales.

Just now attended AGM of Laurus Labs...

Below are some of the important questions asked in AGM...

A Thread...🧵

@itsTarH @jeevanpatwa @ishmohit1 @sahil_vi @unseenvalue @vinaynagori5 @Mridulsomani2 @tusharbohra @soicfinance Investor: There is a feeling in market that you are giving unnecessary aggressive revenue targets. Do you think it is needed.

Chava: We do not give guidance to please others. We set target to ourself and achieve it. This 1 billion target is not new guidance we gave it 2yrs back

Key takeaways from Laurus Labs Annual Report-2022

A Thread....🧵

@itsTarH @soicfinance @ishmohit1 @jeevanpatwa @unseenvalue - Brownfield capacity expansion at Unit 2 is on track and expected to get commercialized by Q1 2022-23 thus doubling the FDF capacity. The expanded capacities do not need regulatory approvals as they are at an already approved site.