Shuchi Nahar's Weekend Blog!

  Hikal – Company Overview Shuchi.P.Nahar Twitter: @shuchi_nahar Link to my previous blog for detail explanation on  What are CDMO and their wide scope: 1 .  https://myweekendspot.blogspot.com /2020/07/ what-is-so-attractive-about-cdmos-in.html   2 .  https://myweekendspot.blogspot.com /2020/07/a-masterclass-on-global-custom.html 1.  Company Overview Established in 1988, Hikal is predominantly a B2B player that provides intermediates and active ingredients to global pharmaceutical, animal health, crop protection and specialty chemical companies. Hikal today is one of the leading global suppliers to the Life Sciences industry. Company is having six sites providing a multitude of services across the value chain. Figure:1 Business Snapshot The pharma business is currently divided almost equally between generic active pharma ingredients (APIs) and contract development and manufacturing organisation (CDMO) businesses. Leading Sustainable Technology driven company serving the Crop Protecti

  Strides Pharma Sciences Ltd.(STAR) - Company Overview Twitter Handle:  shuchi_nahar       1)  Company Profile Strides is a global pharmaceutical company headquartered in Bangalore. The Company has two business verticals, Regulated Markets and Emerging Markets. The Company has a global manufacturing footprint with 7 manufacturing facilities spread across three continents including 5 facilities for Regulated Markets and 2 facilities for Emerging Markets. The Company has a strong R&D infrastructure in India with global filing capabilities and a strong commercial footprint across 100 countries. The core generic pharma business of Strides is led by IP-driven product licensing and marketing and distribution partnerships across the globe. Strides have created an exhaustive pipeline of generics across varied formats and domains including oral dosage forms and topicals. The company is among the leading players worldwide in soft gel capsules. Their domain strategy of developing a compr

Laurus Labs : Company & Business Overview Shuchi.P.Nahar Twitter:  @shuchi_nahar  1.   Company Profile & Background Laurus Labs is a leading R&D driven pharmaceuticals company established in 2005 with its headquarters in Hyderabad. It is among the leaders in the manufacturing of Active Pharmaceutical Ingredients (APIs) for Antiretroviral (ARV) and Hepatitis C (Hep-C) formulations. Other major API segments include therapeutic areas such as Oncology, Cardiovascular, and Anti-Diabetes. ·        From a one-product company in 2010 to an Active Pharmaceutical Ingredients (APIs) company thereafter, company has now emerged as one of India’s leading manufacturers of generics APIs for various complex therapies. ·        Company is thriving on growth opportunities in formulation manufacturing, addressing the critical needs of the world’s key pharmaceutical markets. ·        Over the years, the most important enablers of this transformation has been their People, Plants, Products, and

Neuland Laboratories Limited -  Company Overview  Shuchi.P.Nahar -  @shuchi_nahar Neuland is a leading manufacturer of active pharmaceutical ingredients (APIs) and an end-to-end solution provider for the pharmaceutical industry’s chemistry needs. The Company operates in the market using two main business models - Generic Drug Substances (GDS) where they cater to the needs of the Generic players and Custom Manufacturing Solutions (CMS) where they primarily work with innovators by helping them bring critical products to the market. CDMO is the emerging growth segment of the company with 13 to 17 Molecules in development phase. 1.      Business Performance Neuland lab (NLL) has posted revenue of INR 2,054mn with 13.5% YoY increase, which was 4% below. The revenue growth was mainly driven by the CMS segment, led by 32 molecules (Development + Commercialize) with speciality API segment, which grew by 33.2% in Q1FY21. EBITDA margin expanded by 622bps to 16.5% level, which was 219bps hig