Laurus Annual Report|Beginning of a multiyear journey?

We have simplified it in such a way that even a 5th grader can understand Pharma terms in simple language

"Other guys read Playboy's. I prefer Annual reports.-By Warren Buffett

Link to the Video🔗: https://t.co/kaqCKKasVI

Why Reading and observing different trends matter.

Time for a thread with a live example that is playing out in front of us! 🎵🎵

🧵🧵🧵🧵🧵

“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”- Charlie Munger

Charlie Munger who is the partner of Warren Buffett, has over the years explained the importance of creating a latticework of mental models. That is basically combining theory with live practical examples

One of the most interesting mental models he talked about in his books was that of Autocatalysis (lets understand this and how we can apply it to a live example):

"Disney is an amazing example of autocatalysis. They had all those movies in the can.

They owned the copyright. And just as Coke could prosper while refrigeration came, When the video cassette was invented, Disney didn’t have to invent anything or do anything except take the thing out of the can and stick it on the cassette.

One of the most unique managements who have taken bold bets in the past which have paid off. How will the future pan out?

To read about the business and the opportunities🔗|Natco Pharma Chasing optionalities: https://t.co/LBqehxpiAa

by @Ankush__Agrawal

Five types of Businesses in the IT Industry!

Full post 🔗:https://t.co/N4e3a5KQao

Deepak Nitrite|The Upcoming Stalwart of the Chemical Industry?

Let's read the story of the business and an updated view on the valuations of the business today!

First ever blog by @sidnautiyal07 , do let us know the feedback in the comment section!

🔗:https://t.co/yXU8qQFMLc

#LaurusLabs

Weekly 20 EMA acts as a very strong support zone

it does not seem it would test the levels in the near future

but if it does, please add at those levels

Strong Uptrend

New Breakout above 700

Stay Invested!

@unseenvalue @soicfinance

#lauraslab
Probable Bullish ABC
close above 690 entry with SL 666 on closing basis TGT 797-805-924-1041
#relativestrength #outperformance
#AhmedabadNest #investing
#NISHSHKUMAR

#LAURUSLABS Multiple TF Analysis
A break-through at ATH.

Sustenance above 698 and a breakout at 705.85 would bring in higher targets of 733 followed by 800 in short term.

#StockMarket #StocksToWatch

Laurus labs
#lauruslabs

Shareholding pattern of June quarter confirms the entry of

Capital group US and
Societe Generale

Promoters pledge part too has been taken care of fully

FIIs/DIIs increase stake in q1fy22

Prev promoter who was declassified still holds same stake

Laurus Labs FY21 Annual Report Takeaways 🔬

'Capex plans are already under way to increase capacity by 1.8x by 2022'

Hit the 'retweet' & help us educate more investors.

A Thread 🧵👇

1/ About the company:

Leadership position in generic APIs with a major focus on Antiretroviral drugs, Hepatitis C & Oncology drugs

FDF: Moved up the value chain in formulations

Synthesis (CDMO): KSMs, Intermediates & APIs to pharma innovators.

Bio: Recombinant products

2/ Strengths of the business:

Robust R&D & Process chemistry skills
Compliance that meets the most stringent regulatory expectations (USFDA, etc)
Long-standing relationships | Top 10 global pharma cos. catered

750+ scientists (R&D) | 61 DMFs | 27 ANDAs | 150 patents (292 filed)

3/ APIs: 54% of rev

- Leaders in various high-value & high-volume APIs.
- 4 high potent manufacturing facilities: 4186 KL, increasing capacity by 24% (Strong demand)
- ARV APIs were up 70% | Onco APIs up 25% | Other APIs up 56% (higher contract manufacturing orders from 🇪🇺)

4/ Formulations: 35% of rev

- Backwardly integrated: in house APIs
- Sales to LMIC, 🇺🇸 & 🇪🇺
- 27 ANDA filled: 9 approved+ 8 tentative.
- Capacity of 5 Billion units/yr, Increasing capacity by 100%
- Sales up 102% (growth across markets)
- Launched TLE 400 in the LMIC market