I said 20-25% #CDMO (Synthesis) growth going forward in @IIC_Conference June 2020 conclave. They have delivered better than my expectations.

Never Knowingly Misguide.

Money making and fake advisory/PMS propaganda has never been my agenda

@VineetGala @cvocain 100% agree with your bearish view on those #APIs. I won't tell the names, so hopefully ppl will get motivated to watch the whole webinar (and learn something in the process). Good stuff @VineetGala 👌

Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.

#Fermentation #Biotechnology

ACDEGTVZ 🇺🇸 and SBLSKRP2 🇮🇳 are an unequal weight "genetically modified" high 🔥🔥 global 🧬🧬 basket.

Emphasis : "unequal" weight. In a Sunday buffet - can have extra large portion of what you really enjoy eating, by ignoring other not so tasty or healthy things 🧫🧬

#MotilalOswal reiterated Buy Call on #lauruslabs with Target price of 800 means 23% upside from CMP. It's not just a noise or hype on Laurus. It's true that we will see laurus in a better position in 3 years. It's in a transforming phase. Try to accumulate in dips.

#POSITIONAL VIEW
#LAURUSLABS Spot (CMP - 661.60) Buy Above Day Close @675 for Target - 760/834/931 with STOP LOSS - 629 (DCB).

@Focus_SME @Jakerachoudhury

#Chart Enclosed.

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

Laurus-Invested pre-split @ 99-huge growth potential-Updated technical chart

Gross margins-54-56% Sustainable
Ebitda margins-30-33% sustainable

New capacity in API, fdf & CDMO to come on stream in 4-6qtrs

https://t.co/HqYTf3dN9N

@punitbansal14 @unseenvalue @kuttrapali https://t.co/K6bFTjPN1X

LAURUS - Just updated the long-term chart which was posted earlier.

Sometimes it is good to forget quality companies in PF instead of tracking daily.

Going as per projections!!

@punitbansal14 @unseenvalue @nishkumar1977