Shuchi Nahar's Weekend Blog!

Laurus Labs - Result Update Q4FY21 & Full Year FY21 Twitter Handle: @shuchi_nahar Laurus Labs Limited on 30th April 2021 announced its Q4FY21 and full-year results.  Laurus Lab performed extremely well consecutive in the 4th Quarter of FY21. The company did a robust growth in all three segments. Having a healthy order book for FY 22. Consolidated revenue for the quarter increased by 70% driven by growth in all the divisions. The company has been able to sustain its EBITDA margins, and profitability has also improved to Rs. 297 Crs. for the quarter. Generic API division showcased a robust growth of 61% YoY. Anti Viral segment recorded a robust growth of 70% YoY. Revenue Showcased a healthy growth of 102% YoY. The growth was led by higher LMIC Market volumes and increased volumes from North America and EU Commenced marketing of in-licensed products in the USA to leverage front-end capabilities. Custom Synthesis division recorded a strong growth of 35% YoY. Capacity Expan...

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...

  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 comp...