LAURUSLABS

Haters are still hating it, time to pyramid once again!

Double Top Buy, T20 Pattern - Bullish & Super Pattern - Bullish above 625.07 daily close on 1% Box Size chart. https://t.co/EDqa7dAAKn

@abhymurarka RAJRATAN - Leader in Tyre bead wire.

PAUSHAK - Leader in Phosgene Chemistry.

IONEXCHANG - Interesting biz in water treatment.

DYNPRO - Leader in food colours & dyes.

MOLDTEK - Proxy to consumption & paints.

DMCC - Very Interesting capital allocation & CAPEX plan.

(1/n)

ACRYSIL - Niche biz in hoke improvement Globally.

ASALCBR - Growing biz with good capital allocation, issue with promoter though.

NEOGEN - Leader in Bromine Chemistry, very interesting future ahead.

GANECOS - Vert interesting biz in PET waste conversion into yarn.

(2/n)

Interesting businesses in IMO with a good Industry structure now and going to improve in future with enough margin of safety.

Most of them generate decent ROCE, Earnings growth, clean balance sheets and cash flow conversion.

(3/3)

Does #LaurusLabs makes good investment bet at current

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

#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.

#LaurusLabs

Am i concerned if Laurus Labs Breaks this rectangle?

Yes!

I would be looking closely if it breaks the 30 Weekly EMA

Because if that is broken , it can head towards 450/400