Godrej Agrovet & Astec Lifesciences FY21 Annual Report Takeaways 🌳

'Improving the productivity of farmers by innovating products and services that sustainably increase crop & livestock yields'

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A Thread 🧵👇

Laurus Labs FY21 Annual Report Takeaways 🔬

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

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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

Happiest Minds FY21 Annual Report Takeaways.

'Investing in next-generation digital technologies like Blockchain, Robotics & Drones, and VR/AR.'

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A Thread 🧵👇

1/ Happiest Minds completes its 10 years of business: They have 13Kcrs in just a short span of time 🤯

Starts with the COVID 2.0 impact on the company: 8% of the team was tested +ve by 17th May, 26% of which were hospitalized.

Led to the terrible loss of 5 young men.

2/ Coming to the wins:

- Employee culture has been the biggest investment as per the chairman Mr. Ashok Soota
- Customer retention: One CFO has been a customer with the 3 companies he worked with ( Power of 💪relationships)
- Invested in all new technologies including next gen.

3/ Did you know? IP-led services (High margin & High operating leverage) account for 10% of their revenues.

Restructured the three business units (PES, DBS, IMSS) such that each caters to their specific high potential industries 🚀

4/ Talks about their Vision 2021-2031: How most businesses survive less than a half-lifetime of humans

This wouldn't be the case for Happiest minds as it is being 'designed for perpetuity': addressed succession risks

Guidance: 20% organic growth+ Lower PAT due to higher tax

2021 is coming to an end.

Here's a list of 45 threads we wrote this year discussing multiple companies & Industries 👇

Do let us know of the topics you want the thread to be written on next

Rallis India Annual Report Takeaways.

'Launched and promoted 2 botanical biopesticides'

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A Thread 🧵👇

1/ From the desk of Mr. Bhaskar Bhat (chairman) ✒️

- Talks about how the reforms in the 🇮🇳's sector over the long run: will make it more organized
- Record production of foodgrains this year: 303 million tonnes
- Focus is to increase R&D infra & manufacturing capacities.

2/ Crop care business (83% of rev)

- 10% YoY growth in domestic & 3% growth in exports (incl. CDMO)
- Launched 4 new products in Crop Protection (3 in-house formulations) & 6 new products in Crop Nutrition (2 in Biopesticides)
- Enhanced dealer network by 5%.

3/ 🇮🇳 Crop care

- Formulations was up 14%
- Channel network of 3879 distributors & 48K dealers

Exports Crop care

- Acquired 9 registrations
- Global leadership in most active ingredients
- Adding 2 new manufacturing plants in Dahej & scale-up facilities for CDMO biz

4/ Seeds business (17% of rev)

- 11% growth in rev
- Challenging business environment
- Launched 4 new products
- Sharpening focus on segments having successful products
- Plans to set up new retailer loyalty programmes, combined with a hybrid demand generation model.

Sterlite Tech: Stable (Low Base)

🗼Rev up 49% YoY, 18% EBITDA margin, Pat of 116cr (vs 6cr)
🗼 Order book at 11.2Kcr
🗼 Successful field trials for programmable FTTx
🗼 New R&D facility in 🇬🇧 & Optical Fiber cable facility in 🇺🇸 committed to

#Q1withJST #Telecom

Acquisition of Clearcomm: a 🇬🇧 based network integration co.

🗼 At less than 0.8 times Price/Sales, growth of 25% cagr in the last 3yrs
🗼 Capitalise the fiberization wave in 🇬🇧
🗼Has customer relationships with tier 1 telcos.

✈️🚀

What is that 1 company that you see awesome growth for atleast next 5 years?

Comment below...

#investing

Last decade these 10 FMCG companies made investor wealthy and happy.

Let’s see if the hot “new economy” stocks will give better returns in the new decade.

Jubliant Food sets a very high bar: it gave a whopping 2640% return.

Which tech stock can beat it in your view?

Am happy not owning HDFC bank. Feel their best is over and the quality of services is no where what it was.

Want to test your patience ????

"Try to hold a stock which is going up with a rocket speed"

How many in my Twitter Family can do it successfully ?

6 Cheapest Stocks in Nifty Smallcap 100:

1. Trident - Rs 16
2. Alok Industries - Rs 20
3. Ujjivan Bank - Rs 30
4. RVNL - Rs 30
5. TV18 - Rs 42
6. Vakrangee - Rs 44

Which is the cheapest stock in your portfolio?