Shuchi Nahar's Weekend Blog!

  Laurus Labs Ltd. –Story of Patience, diligence, and perseverance Twitter Handle: @shuchi_nahar Link to Company Overview of Laurus Labs in detail: https://myweekendspot.blogspot.com/2020/09/laurus-labs-company-overview.html Result Update – Q3FY21 Laurus Lab performed extremely well consecutive in the 3 rd  quarter of FY21. The company did a robust growth in all three segments. Having   a healthy order book for FY 21 & beyond in FDF CMO business with a strategic partner in EU. Consolidated revenue for the quarter increased by 76% driven by growth in all the divisions. The company has been able to sustain its EBITDA margins, and profitability has also improved to Rs. 273 Crs. for the quarter. The generic API division recorded a healthy growth of over 100% for the quarter, the growth was led by higher growth in ARV API business in turn led by higher volume of 1st line products. The Formulations business showcased a growth of over 120% for the 9M period, led by h...

Excel Industries Ltd. - A Diversified Chemical Giant Company Overview Excel Industries Ltd., one of India’s first domestic chemical manufacturers. We are pioneers in indigenous chemical technology and sustainable waste management. Innovation has always been a key driving force at Excel. Since its inception in 1941, Today, the company is all set to embark on a new phase of meaningful growth. Excel is one of India's premier manufacturers of Specialty Polymer Additives and high-quality Veterinary APIs. The company  is all set to apply its chemical process know-how in the Pharmaceutical Intermediates industry while continuing its leadership position in agrochemical intermediates and phosphorous derivatives. Excel Industries Ltd although listed in Pesticides and Agrochemicals is a diversified company with Pharma API, Veterinary Medicine and most impotently a high potential futuristic Environment& Biotech Division. Industry Structure – Chemical Business ·    ...

Praj Industries - APIs, Fermentation, Biologics, and allied sectors with new Technologies and Tie-ups. Twitter Handle: @shuchi_nahar   Company Overview Praj Industries (Praj), India’s most accomplished industrial biotechnology Company with global footprints, is driven by innovation, integration, and delivery capabilities. Over the past three decades, Praj has focused on the environment, energy, and agri-process industry, with over 750 customer references spanning 75 countries across 5 continents. Praj’s diverse portfolio comprises of Bio-energy solutions, High purity water systems, Breweries, Critical process equipment & skids, and Zero liquid discharge systems. Praj has pioneered the Bio-Mobility that envisages using renewable biological resources to produce carbon-neutral transportation fuels across all modes of mobility i.e. Surface, Air, and Marine. The bio-Mobility platform comprises Biofuels both in liquid, as well as gaseous form and, are derived by processing feedst...

Scope for Ready to Eat Food (Market size, Major Players, Changing Patterns)-Great opportunities Ahead Twitter Handle: @shuchi_nahar Global Ready To Eat Industry Globally, the demand for Ready-to-Eat (RTE) food has grown significantly and is expected to reach US $172 billion by the end of 20231. Changing food habits, lack of time and easy accessibility to various food groups have generated a huge demand for these products. Driven by high disposable incomes, ease of use, busy lifestyle, and better nutritive content, consumers globally are relying more on Ready - to - Eat food. Ready to Eat Industry –Market size & Growth The global ready meals market size was valued at USD 159.15 billion in 2019 and is expected to grow at a compound annual growth rate (CAGR) of 5.5% from 2020 to 2027 . Shifting consumers’ food preferences towards ready-to-eat food products owing to the busy lifestyle of working individuals as well as hectic work schedules of college grads and students are expect...

Jubilant Life Sciences-Unseen Opportunities Ahead (COVID-19 V accine manufacturing, Demerger of business inline) Twitter Handle: @shuchi_nahar Company Overview Incorporated in 1978, Jubilant Life Sciences (JLS; formerly Jubilant Organosys), is a mid-sized integrated chemical turned pharmaceuticals player. It started as a full-fledged chemical a company by entering the vinyl acetate monomer (VAM) business in 1983.  Broadly, the company operates through two business segments - pharmaceuticals (62% of the turnover) and life science ingredients (35% of turnover).  The pharmaceuticals segment consists of sub-segments like  1) generics  2) specialty pharma - radio pharma and allergy therapy products and  3) CDMO - contract manufacturing (CMO) of sterile injectables and API. In November 2020, Jubilant Life entered into a strategic partnership with SOFIE Biosciences, Inc. (SOFIE), US. Under the terms of the agreement, Jubilant will acquire 25% of equity holding for...