Ⓜukesh ₹ai Profile picture
गौरवशाली भारत का गौरवशाली नागरिक आजीवन समर्पित हिन्दू युवा टेक्नोक्रैट एवं सक्रिय भाजपा कार्यकर्ता https://t.co/gU71Vfcwfz
Apr 27, 2023 5 tweets 2 min read
@LaurusLabs
#lauruslabs
#Laurus

Laurus Q4 concall (first hand notes)

CDMO / synthesis is crying but management says that they have delivered all what they had in hand and going forward also..
CDMO revenue can't be in linear growth scale & will be lumpy CDMO : active projects are ~60

CDMO / BIO revenue contribution was ~20% in last FY & it can scale upto ~50% in 5 years

Margins will improve from current levels

no guidance on quarterly basis & we need to consider annual guidance only