Discover and read the best of Twitter Threads about #LAURUS
Most recents (20)
@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
#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
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
Global fund ARV tender's shipment already started
Confidence is missing in body language as well
Tax rate will revert to normal levels of 25% from 29%
Earlier said that fy24 is consolidation but now for consolation ..says in concall that capex will help in second half
Confidence is missing in body language as well
Tax rate will revert to normal levels of 25% from 29%
Earlier said that fy24 is consolidation but now for consolation ..says in concall that capex will help in second half
Laurus Labs was all set to deliver a bumper year. But currently the stock is down 57% from its all-time high. Let us take a look at some of the reasons for this decline.
#laurus #lauruslabs #pharma
Like and retweet for maximum reach!!
#laurus #lauruslabs #pharma
Like and retweet for maximum reach!!
The first reason is the reduction in their ARV business. While Laurus is trying to move away from their ARV business as it is a low margin business for the company, they are still very dependent on this segment.
The ARV segment (including API and FDF) contributed to 50% of their revenues in FY22 and about 35% in 9M FY23.
15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect
Disc: Not a reco
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect
Disc: Not a reco
1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)
2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
The Heikin Ashi Trading Strategy !
A thread for Swing and Positional Traders who love Reversals !
Retweet And Share 🔄
@kuttrapali26 @AmitabhJha3
A thread for Swing and Positional Traders who love Reversals !
Retweet And Share 🔄
@kuttrapali26 @AmitabhJha3
What is Heikin Ashi ?
Go through this Tweet for complete understanding
1/n
Go through this Tweet for complete understanding
1/n
Tools used
1. HeikinAshi charts
2. 200 ema (black)for Dynamic support and reversal point
3. 21 ema(red) for trailing stop loss
4. Volumes
5. Your own confirmations and modification
2/n
1. HeikinAshi charts
2. 200 ema (black)for Dynamic support and reversal point
3. 21 ema(red) for trailing stop loss
4. Volumes
5. Your own confirmations and modification
2/n
#lauruslabs Q2 EC transcript
Laurus Synthesis Private Limited ,CDMO subsidiary signed multi-year contract with global life science company in Q2 ,entails complete drug development & mfng portfolio niche APIs
Evolving China issues - impact API prices,RM,logistics
#Q2updates
Laurus Synthesis Private Limited ,CDMO subsidiary signed multi-year contract with global life science company in Q2 ,entails complete drug development & mfng portfolio niche APIs
Evolving China issues - impact API prices,RM,logistics
#Q2updates
Confident Rev target billion in fy23
Formulations
Rev 495 cr, 👍10% yoy
Share - 41% vs 35% in fy21
LMIC
launched triple combinatn of Tenofovir ,Alafenamide
US mkt
Filed 2 ANDAs, 4 in H1
Total 30
9 approvals, 9 tentative
Canada
11 approvals
Launched 5 ,2 in H2
#LAURUS
Formulations
Rev 495 cr, 👍10% yoy
Share - 41% vs 35% in fy21
LMIC
launched triple combinatn of Tenofovir ,Alafenamide
US mkt
Filed 2 ANDAs, 4 in H1
Total 30
9 approvals, 9 tentative
Canada
11 approvals
Launched 5 ,2 in H2
#LAURUS
MPP & Merck licensing agreement for Molnupiravir
MPP & laurus partner in HCV & FC drugs, to approach for Molnupiravir
FDF
added 1bn capacity in Q1
Brownfield Capex to achieve 10bn unit capacity in Formulations
ARV
Sales 👎11% yoy to 339 cr
Expanding capacity in Unit 4
MPP & laurus partner in HCV & FC drugs, to approach for Molnupiravir
FDF
added 1bn capacity in Q1
Brownfield Capex to achieve 10bn unit capacity in Formulations
ARV
Sales 👎11% yoy to 339 cr
Expanding capacity in Unit 4
#laurus labs business updates of last one year
Why #LAURUS is rising
Laurus has three segments
1.Generic Api
2.Generic FDF
3.Custom synthesis and ingredients
Generic Api almost 55% of business
First line products-Lamivudine, Dolutegravir
Why #LAURUS is rising
Laurus has three segments
1.Generic Api
2.Generic FDF
3.Custom synthesis and ingredients
Generic Api almost 55% of business
First line products-Lamivudine, Dolutegravir
Second line products-Lopinavir Ritonavir Darunavir
Dolutegravir launched in q4 fy20
Second line APIs will be launched in second half of this financial year
Generic FDF
Forms almost 36% of business
Received approval for TLE 400 and TLE600
Dolutegravir launched in q4 fy20
Second line APIs will be launched in second half of this financial year
Generic FDF
Forms almost 36% of business
Received approval for TLE 400 and TLE600
Europe- entered into long term partnership with a EU region for 1 billion units supply
TLE 400 launch in Q2 FY21 limited competition drug
Total market size
1.5 billion dollars
Dolutegravir based is 1 billion dollars
TLE based is 500 million dollars
TLE 400 launch in Q2 FY21 limited competition drug
Total market size
1.5 billion dollars
Dolutegravir based is 1 billion dollars
TLE based is 500 million dollars
Stop at 600 Initially ! Now moved to 606
*Neat
A Thread on #Laurus Labs as Promised
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday !
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday !
#Fundamentals
Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness
API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer
#Laurus Labs - Into API and formulations . One among the lowest cost producer
Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness
API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer
#Laurus Labs - Into API and formulations . One among the lowest cost producer
Mega 🧵 on Tatva Chintan.
What excites me. What is the biz. What am i gonna do about the co.
Now that company is listed with around 💯%+ gains, probably a good time to understand #tatvachintan
Let’s dive right in.
What excites me. What is the biz. What am i gonna do about the co.
Now that company is listed with around 💯%+ gains, probably a good time to understand #tatvachintan
Let’s dive right in.
Products.
First let us understand the types of products the company makes. This is a chemicals company. The primary line of products they are into is called PTC: Phase transfer agents. Before I explain what that is, let us do a small dive into chemistry.
First let us understand the types of products the company makes. This is a chemicals company. The primary line of products they are into is called PTC: Phase transfer agents. Before I explain what that is, let us do a small dive into chemistry.
The basic building blocks of matter (everything around you) are atoms. They come in 118 flavors, called elements. The water you drive is made of 2 Hydrogen atoms & 1 Oxygen atom: H2O.
My core portfolio and business tracking thread...
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
Growth
#laurus
#deepaknitrite
Compounder
#astral
#polycab
Financial
#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance
FMCG & Consumer/Discretionary
#tataconsumer
#hul
IT Service oriented
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
#tcs
#hcl
#infy
#happiestminds
IT software & product oriented
#tanla
#intellect
#subex
#tataelxsi
Pharma
#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical
Chemical
#pidilite
#alkylamines
#navinfluorine
Niche
#rajratan
#saregama
Platform
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#iex
#cdsl
#irctc
Other good businesses
#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
What better way to start a Thursday morning than with key takeaways from #Laurus Q4 results.
1. Aiming to do 1B$ in revenue in FY23 maintain 30% EBITDA margins.
In b/w lines: In b/w lines: Will diversify API & formulation division and grow the anti-diabetic, oncology API and formulations division.
In b/w lines: In b/w lines: Will diversify API & formulation division and grow the anti-diabetic, oncology API and formulations division.
Laurus also increased capex guidance from 1100 cr in last Q to 1500cr-1700cr over FY22 and FY23. Not all of capex done in FY23 would contribute to 1B$ sales target.
Thread - Laurus labs earnings call (not a buying recommendation)
• Richmore lifesciences will help to enter in recombinant protein. • Revenue from formulation div is 35%. • Recently got approval for anti-retroviral drug and have orders for the same and will service in first half of fy22. • Seen growth in North America and Europe
• Commenced marketing of in-life science products, 2 out of 5 products are launched, remaining in next 6 months. • For EU validated additional products for CDMO with partners and expect significant upside in fy23. • Capacity through de-bottlenecking is operational now
👉🏿Why I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on
➡️Short //Thread\\
In Q4 FY21:
✅Formulations revenue grew 60.9% YoY to Rs. 430 crore
✅CRAMS business grew 19.0% YoY to Rs. 176 crore.
✅EBITDA margins improved 1059 bps to 33.4%
(cont..)
➡️Short //Thread\\
In Q4 FY21:
✅Formulations revenue grew 60.9% YoY to Rs. 430 crore
✅CRAMS business grew 19.0% YoY to Rs. 176 crore.
✅EBITDA margins improved 1059 bps to 33.4%
(cont..)
~ #Laurus has planned a capex of Rs. 2400 Cr in next 36 months through internal accruals.
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27
(cont)
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27
(cont)
Moderating its Growth from 40%+ in the past to a more reasonable 30% in FY24 will take its sales over Rs. 9000+ Cr.
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+
(cont)
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+
(cont)
#lauruslabs 401
#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire
#Q4updates🐝
#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire
#Q4updates🐝
#lauruslabs Call Note on acquisition of #Richcore 📝🧵
@unseenvalue @rdkriplani @nid_rockz @proxy_investor @jeevanpatwa
bseindia.com/xml-data/corpf…
@unseenvalue @rdkriplani @nid_rockz @proxy_investor @jeevanpatwa
bseindia.com/xml-data/corpf…
1/ Why #Richcore?
-#Laurus is more chemistry based company and they do have biology but India is not that developed in this category whereas #china and #korea are way ahead of us.
-Laurus has no expertise in biology. They do accept this and #Richcore completes this expertise.
-#Laurus is more chemistry based company and they do have biology but India is not that developed in this category whereas #china and #korea are way ahead of us.
-Laurus has no expertise in biology. They do accept this and #Richcore completes this expertise.
-When they do acquisition, they acquire target’s management also who has that expertise and laurus complements them with additional requirements like reaching customers and scale as laurus has advantage in geography footprints.
Why #LAURUS is rising
Laurus has three segments
1.Generic Api
2.Generic FDF
3.Custom synthesis and ingredients
Generic Api almost 55% of business
First line products-Lamivudine, Dolutegravir
Second line products-Lopinavir Ritonavir Darunavir
Dolutegravir launched in q4 fy20
Laurus has three segments
1.Generic Api
2.Generic FDF
3.Custom synthesis and ingredients
Generic Api almost 55% of business
First line products-Lamivudine, Dolutegravir
Second line products-Lopinavir Ritonavir Darunavir
Dolutegravir launched in q4 fy20
Second line APIs will be launched in second half of this financial year
Generic FDF
Forms almost 36% of business
Received approval for TLE 400 and TLE600
Europe- entered into long term partnership with a EU region for 1 billion units supply
Generic FDF
Forms almost 36% of business
Received approval for TLE 400 and TLE600
Europe- entered into long term partnership with a EU region for 1 billion units supply
TLE 400 launch in Q2 FY21 limited competition drug
Total market size
1.5 billion dollars
Dolutegravir based is 1 billion dollars
TLE based is 500 billion dollars
.CDMO business
Have 47 active projects
started commercial supplies for 4 projects
Total market size
1.5 billion dollars
Dolutegravir based is 1 billion dollars
TLE based is 500 billion dollars
.CDMO business
Have 47 active projects
started commercial supplies for 4 projects
Thread on #Laurus Labs
Having Market Capitalization of 14247 cr , laurus labs is a vertical integrated pharma company operating across three segments –APIs, formulations and (CDMO).
It provides CDMO services to 4 out of top 10 big pharma companies and several biotech company
Having Market Capitalization of 14247 cr , laurus labs is a vertical integrated pharma company operating across three segments –APIs, formulations and (CDMO).
It provides CDMO services to 4 out of top 10 big pharma companies and several biotech company
Laurus has demonstrated commendable execution capability in this segment growing 165x from 5 crore to 825 crore in FY18-20 .
In order to supplement future growth, a 300+crore capex plan is already under way to increase current capacity by 1.8x by H2FY22E.
In order to supplement future growth, a 300+crore capex plan is already under way to increase current capacity by 1.8x by H2FY22E.
R&D spend for FY20 was at 160 crore (5.7% of revenues). The company is further investing R&D to develop manufacture products across multiple therapies in a cost effective manner.
There are 750+ scientists (including 40+ PhDs) dedicated to R&D.
There are 750+ scientists (including 40+ PhDs) dedicated to R&D.
#LAURUS LABS
-A HYDERABAD based pharma co. having presence in 4 VERTICALS - API’S, GENERIC–FDF(fixed dosage formulations), Synthesis and Ingredients.
- founded by Dr. Satyanarayana Chava (CEO) around 2007
- R&D spend 5.7% of Rev.
-750+ scientists and 50+ PHDs
-A HYDERABAD based pharma co. having presence in 4 VERTICALS - API’S, GENERIC–FDF(fixed dosage formulations), Synthesis and Ingredients.
- founded by Dr. Satyanarayana Chava (CEO) around 2007
- R&D spend 5.7% of Rev.
-750+ scientists and 50+ PHDs
-Carries out its operations through 6 plants – all USFDA approved except UNIT-5 (CDMO) which is a dedicated Hormone and Steroid facility for ASPEN PHARMA.
- Total capacity 3615 KL, 751 reactors and 5 billion tablet capacity
-65% is export revenue and 35% is domestic revenue
- Total capacity 3615 KL, 751 reactors and 5 billion tablet capacity
-65% is export revenue and 35% is domestic revenue
- UNIT1 & 3 contibutes 80% of topline.
- Unit-2 is sole US formulations facility wid capacity of 5 bn tabs/capsules per yr also undergoing expansion which will be operational by Sept’20.
-Unit-6 is for captive API consumption
- Unit-2 is sole US formulations facility wid capacity of 5 bn tabs/capsules per yr also undergoing expansion which will be operational by Sept’20.
-Unit-6 is for captive API consumption
