Shuchi Nahar's Weekend Blog!

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...

Granules India Ltd. - Huge Scope of Growth Ahead Twitter Handle: @shuchi_nahar Company Overview Founded in 1991, Granules India Limited is a large-scale vertically integrated Company manufacturing Active Pharmaceutical Ingredient (API), Pharmaceutical Formulation Intermediate (PFI) and Finished Dosage (FD). The Company over the years has created a strong presence in ‘the first line of defence’ products such as Paracetamol, Ibuprofen, Metformin, Methocarbamol, and Guaifenesin. Till date, Granules has filed 45 ANDAs, received approval for 29 products (12 in FY20) and launched five in the US. EBITDA margins have seen improving from better product mix, operating efficiencies and higher capacity utilisations. Also, the margins are expected to further expand with the launch of own label products in the US, a new facility commenced at Vizag and using its own Metformin with new capacity commissioned. In FY20 it received approval for 12 ANDAs. It has a further 16 ANDAs (45 cumulative fi...

Probably the last straw of distress, disturbance, down- turn , and misery of the Overall Economy..  !  SHUCHI.P.NAHAR When we consider India and track the past few years , it will show a rigorous downfall , recession all over, considering it a textile , banking, or pharma whatever the sector you choose there was no phenomenal improvement or upturn seen. Looking to today's scenarios when worse have become the worst we can say that its "Always Darkest Before the Dawn ." Right now we are in the darkest possible situation that one could have ever imagined and hopefully we will come out of this together in the most awaited dawn.. The world is changing due to Covid-19. I am not here to tell you that same story, but to look beyond the current news cycle. Which fundamental shifts are here to stay, how will they turn industries upside down, and which strategic options do you have to go on offense. Nearly 162 countries are steadily going into lock dow...