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

#LAURUSLABS
close abv 708 SL 592 on closing basis for 1769
#Relativestrength #outperformance #investing #india
#AhmedabadNest

close abv 708 will trigger super pattern
institutional holding increasing icing on the cake

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

#LAURUSLABS - LAURUS LAB LONG - TradingView -

#LAURUSLABS - long - TradingView -

#LAURUSLABS - Laurus Labs - TradingView -

#LaurusLabs
Aug 2021 objective trendline broken, with active turtle breakout and super pattern with DTB follow through.
Stop of 589 with Targets of 644 and 763

Bullish on price performance and good traction can be seen on Relative strength