Sequent 2.0 for vision 2025.

Change in dynamics in last 5 quarters has enabled them to aim big in next 5 years.

A thread of Concall excerpt discussing how seeds are sown for a strong future.
@unseenvalue

Mar, 2020:
Carlyle Acquiring stake gives them a strong backbone which enables them to think about entering US or China market and lot of other optionality.

Filed First injectable (Tulathromycin) for US market.

Initiated CDMO business (optionality)

June, 2020
Multi-year agreement with Zoetis to market & distribute their ruminant portfolio in India. Being Partner of Zoetis provides gloabl image & helps to acquire their CDMO customer in future.

CDMO is very niche initiative targeting only veterinary API customers.

Sep, 2020:
Acquired 40% of Provet (Turkey Subsidiary, extremely profitable business) making it a wholly owned subsidiary which will improve their bottomline.

Hired Stonehaven as consultant to become top 10 animal healthcare company, dreaming big.

Dec, 2020:
CDMO model initiated with one of the largest AH player, 2 products under execution.