Let's grow together | None are recommendations
Joined June 2013
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This image could be a little bit outdated (by couple of months) but sharing just for the context!
Just add Laurus' numbers to it:
9,000 KL of small molecule API reactor capacity and SPPS capacity of 16,000+ L!
Interpretation is left to individuals!
#LAURUSLABS #LAURUS
Depends on how much you understand of the future possibilities. Look at their inv deck and listen to the concall...that might get you the answer.
Laurus Labs - That’s how you build capacities when opportunities are knocking at the door!
When you look at how slowly some peers are building capacity, you begin to understand who is better positioned to seize the opportunities when they arrive.
In a fast-growing industry, execution speed can be as much of an advantage as the opportunity itself!
Laurus: Small molecules, CGT, Peptides, Fermentation, FDF, OLED and ADCs...
Now, they are adding more capabilities and very important ones!
1. Laurus is acquiring Canadian based Galenvs Sciences Inc
Galenvs is a CRO/ CDMO specializing in custom oligonucleotide synthesis and functional magnetic-nanoparticle (MNP) technologies for the diagnostics and therapeutics markets. It operates a vertically integrated platform spanning discovery, optimization, synthesis, purification, validation and pilot-scale production.
2. Laurus is acquiring Hyderabad based SI & C Resins Private Limited
SI&C specializes in the manufacturing and supply of high-quality polymer and silica-based products for the chemical, pharmaceutical, and biotechnology industries.
Wide range of products for various applications are as hereunder:
📌Peptide and Peptidomimetic Synthesis
📌Absorption and separation of the heavy metals
📌Oxidation and reduction of the functional groups
📌Counter – Ion exchange of small molecules and APIs
Global integrated powerhouse in making!
Between the Lines: Signals from the Concall Room
Meesho: "...we have always taken a customer-first view here that we will never add any hidden fees at the cart level, convenience fee, platform fee, many other fees that a lot of platforms add..."
Adani Ports: "...we keep on evaluating the international acquisitions. We have more than 20 today around the world which we are evaluating..."
Dodla Dairy: "...Average milk procurement cost increased ₹43.2 per liter in Q2 FY27 compared to ₹41 per liter in previous quarter and ₹37.3 per liter in Q2 of FY26..."
Shilchar: "...exports to North America have gained momentum following the resolution of the tariff-related challenges of earlier quarters..."
Satin Creditcare: "...Standalone GNPA improved to 1.9% from 2.2% in June and 3.5% a year ago...On standalone credit cost, we guided 3% to 3.5%. We are at 2.8% for the half year..."
Gravita India: "...as far as the Gulf region is concerned, we are still not getting much scrap or raw material from these areas, but we are developing new areas and some of the material will start coming in Q3...what I can say is that the worst is over..."
Kalyani Cast-Tech: "...H1 FY27 was slow due to geopolitical uncertainties, but a strong recovery is expected in H2..."
Sudeep Pharma: "...we see strong demand to support the first 100,000-ton annual capacity...In parallel, customer discussions for the next phase are progressing faster than expected, giving us increasing confidence in our planned expansion towards 200,000 tons of annual capacity...."
Hero Motors: "...We were at 15,000 units a month [EV 2Ws] at the end of last fiscal...We've expanded our capacity to 30,000 units per month in September...and we are well on our way to take it to 45,000 units a month in Q4....And looking at the demand that we see, We have already started further expansion as well, which will take our capacity to over 80,000 units a month by Q2 of next financial year...."
My partner in this crime: @concall_in
Between the Lines: Signals from the Concall Room
Antelopus Selan Energy: "...Actually, the October production itself, we are at around 2,000 barrels oil equivalent...with 7 more wells to add to the kitty, we are pretty confident on the 2,500 barrels exit [by FY27]...Next year that should be around 3,500 barrels...Thereafter that should be 5,000 barrels..."
KFin Technologies: "Our total share of the international business now is 20%...with our International, we have added 18 new clients, you know, which are in the transition, and they're expected to go live into the coming quarters..."
APL Apollo Tubes: "...We have started to seed product line for defense and aerospace sectors also on the back of recently commissioned specialized tube mill..."
Lumax Industries: "...Currently, the wallet share at Maruti Suzuki on a headlamp, tail lamp, foot together is anywhere between 25 to 30%, and this wallet share will be increasing to anywhere between 35 to 40% over the next 2 to 3 years. Also, Honda Motorcycle and Scooters India, we've got a significant order win specifically on the tail lamps where the current wallet share was less than 20%. And we are expected to increase our wallet share near to 50% on the tail lamp..."
Sona BLW: "...And albeit, small, but the robotics and physical AI order book also continues to be built. It's 4%. We are hoping in the decade to come this becomes what EV has been for the last decade for us..."
Ather Energy: "...our team's internal estimate is that we have roughly about 20,000 units per month of unrealized retail that we are not tapping into yet [due to capacity constraints]..."
Triveni Power Transmission: "...in this quarter, we've had a 3x increase in our order booking for export orders..."
Steel Strips Wheels: "...EBITDA per wheel rose to ₹404 from ₹242 same quarter last year....EBITDA level of ₹404 should be sustainable, and perhaps we will exceed that..."
Kajaria Ceramics: "...20th of February, the [price] gap between Morbi manufacturers and Kajaria has minimized from the earlier 40% to currently about 20-25%..."
My partner in this crime: @concall_in
Between the Lines: Signals from the Concall Room
Meesho: "...we have always taken a customer-first view here that we will never add any hidden fees at the cart level, convenience fee, platform fee, many other fees that a lot of platforms add..."
Adani Ports: "...we keep on evaluating the international acquisitions. We have more than 20 today around the world which we are evaluating..."
Dodla Dairy: "...Average milk procurement cost increased ₹43.2 per liter in Q2 FY27 compared to ₹41 per liter in previous quarter and ₹37.3 per liter in Q2 of FY26..."
Shilchar: "...exports to North America have gained momentum following the resolution of the tariff-related challenges of earlier quarters..."
Satin Creditcare: "...Standalone GNPA improved to 1.9% from 2.2% in June and 3.5% a year ago...On standalone credit cost, we guided 3% to 3.5%. We are at 2.8% for the half year..."
Gravita India: "...as far as the Gulf region is concerned, we are still not getting much scrap or raw material from these areas, but we are developing new areas and some of the material will start coming in Q3...what I can say is that the worst is over..."
Kalyani Cast-Tech: "...H1 FY27 was slow due to geopolitical uncertainties, but a strong recovery is expected in H2..."
Sudeep Pharma: "...we see strong demand to support the first 100,000-ton annual capacity...In parallel, customer discussions for the next phase are progressing faster than expected, giving us increasing confidence in our planned expansion towards 200,000 tons of annual capacity...."
Hero Motors: "...We were at 15,000 units a month [EV 2Ws] at the end of last fiscal...We've expanded our capacity to 30,000 units per month in September...and we are well on our way to take it to 45,000 units a month in Q4....And looking at the demand that we see, We have already started further expansion as well, which will take our capacity to over 80,000 units a month by Q2 of next financial year...."
My partner in this crime: @concall_in
Acutaas Management
"...Coming to CDMO, during our Q3 FY25 earning call in January 2025, we had shared our ambition of achieving ₹1,000 crore in CDMO revenue by FY28. Based on the current orders of existing as well as new CDMO contracts, We now believe we will achieve this target 1 year ahead of schedule.
It means in FY27 we will be achieving this ₹1,000 crore. Here I would like to highlight that we continue to add very exciting products to our CDMO pipeline. A couple of these products we have potentially to become billiondollar product for our innovative customers. Here I would like to say that this CDMO business will be double in next, 3 financial years. It means from ₹1,000 crore to new, new target we had set as ₹2,000 crore by FY30..."
Between the Lines: Signals from the Concall Room
Antelopus Selan Energy: "...Actually, the October production itself, we are at around 2,000 barrels oil equivalent...with 7 more wells to add to the kitty, we are pretty confident on the 2,500 barrels exit [by FY27]...Next year that should be around 3,500 barrels...Thereafter that should be 5,000 barrels..."
KFin Technologies: "Our total share of the international business now is 20%...with our International, we have added 18 new clients, you know, which are in the transition, and they're expected to go live into the coming quarters..."
APL Apollo Tubes: "...We have started to seed product line for defense and aerospace sectors also on the back of recently commissioned specialized tube mill..."
Lumax Industries: "...Currently, the wallet share at Maruti Suzuki on a headlamp, tail lamp, foot together is anywhere between 25 to 30%, and this wallet share will be increasing to anywhere between 35 to 40% over the next 2 to 3 years. Also, Honda Motorcycle and Scooters India, we've got a significant order win specifically on the tail lamps where the current wallet share was less than 20%. And we are expected to increase our wallet share near to 50% on the tail lamp..."
Sona BLW: "...And albeit, small, but the robotics and physical AI order book also continues to be built. It's 4%. We are hoping in the decade to come this becomes what EV has been for the last decade for us..."
Ather Energy: "...our team's internal estimate is that we have roughly about 20,000 units per month of unrealized retail that we are not tapping into yet [due to capacity constraints]..."
Triveni Power Transmission: "...in this quarter, we've had a 3x increase in our order booking for export orders..."
Steel Strips Wheels: "...EBITDA per wheel rose to ₹404 from ₹242 same quarter last year....EBITDA level of ₹404 should be sustainable, and perhaps we will exceed that..."
Kajaria Ceramics: "...20th of February, the [price] gap between Morbi manufacturers and Kajaria has minimized from the earlier 40% to currently about 20-25%..."
My partner in this crime: @concall_in
Between the Lines: Signals from the Concall Room
Antelopus Selan Energy: "...Actually, the October production itself, we are at around 2,000 barrels oil equivalent...with 7 more wells to add to the kitty, we are pretty confident on the 2,500 barrels exit [by FY27]...Next year that should be around 3,500 barrels...Thereafter that should be 5,000 barrels..."
KFin Technologies: "Our total share of the international business now is 20%...with our International, we have added 18 new clients, you know, which are in the transition, and they're expected to go live into the coming quarters..."
APL Apollo Tubes: "...We have started to seed product line for defense and aerospace sectors also on the back of recently commissioned specialized tube mill..."
Lumax Industries: "...Currently, the wallet share at Maruti Suzuki on a headlamp, tail lamp, foot together is anywhere between 25 to 30%, and this wallet share will be increasing to anywhere between 35 to 40% over the next 2 to 3 years. Also, Honda Motorcycle and Scooters India, we've got a significant order win specifically on the tail lamps where the current wallet share was less than 20%. And we are expected to increase our wallet share near to 50% on the tail lamp..."
Sona BLW: "...And albeit, small, but the robotics and physical AI order book also continues to be built. It's 4%. We are hoping in the decade to come this becomes what EV has been for the last decade for us..."
Ather Energy: "...our team's internal estimate is that we have roughly about 20,000 units per month of unrealized retail that we are not tapping into yet [due to capacity constraints]..."
Triveni Power Transmission: "...in this quarter, we've had a 3x increase in our order booking for export orders..."
Steel Strips Wheels: "...EBITDA per wheel rose to ₹404 from ₹242 same quarter last year....EBITDA level of ₹404 should be sustainable, and perhaps we will exceed that..."
Kajaria Ceramics: "...20th of February, the [price] gap between Morbi manufacturers and Kajaria has minimized from the earlier 40% to currently about 20-25%..."
My partner in this crime: @concall_in
Between the Lines: Signals from the Concall Room
Permanent Magnets: "...The demand from our customers in the West is healthy, and based on current projections, we expect EV demand to remain at similar level for the rest of the financial year..."
Oriental Rail Infrastructure: "...Indian Railways require a minimum of around 35,000 to 40,000 wagons every year for replacing the old wagons whose life are, it would be over, plus the new addition in to increase the capacity..."
Shriram Finance: "...India's Drought Monitor said September 23rd that 51.2% of India's geographical area was abnormally dry and, or worse. The India's weak monsoon is beginning to weigh on rural consumption ahead of crucial festive season, with companies seeing pressure on demand for entry-level, two-wheeler and cars, discretionary FMCG products, and also consumer appliances..."
Tata Motors: "...CV passenger registered H1 market share of 41.1%, up 500 basis points over FY26, reflecting a strong momentum across the segment..."
Coforge: "...In Q2, we signed 8 large deals. This is the highest number of large deals we have signed in any quarter in our history. Equally importantly, in Q3, which has now started, which incidentally is the shortest quarter of the year, we hope to again sign 8, if not more, large deals..."
Torrent Pharmaceuticals: "...12% is the market growth [for IPM], this year so far. We think this market growth is likely to sustain for the rest of the year, and perhaps from next year it may drop a little bit, say 1-2%, but minimum 10% is what we think should continue from here on as well..."
Shree Cement: "... consolidated EBITDA per ton declined to ₹966 from ₹1,055 a year ago, primarily due to higher fuel costs..."
Westlife Development: "...This quarter, we delivered our strongest performance in 13 quarters and with double-digit growth in both guest count and samestore sales.
Sterlite Technologies: "...our open order book stands at record ₹35,274 crore, up 4.6 times from ₹7,687 crore at the start of this financial year..."
Trishakti Industries: "...See, ₹60 and ₹65...that was our guidance [for FY27]...But as of last quarter, our ARR was 72...So maybe if these machines are deployed in Q3, then from December quarter, like from December month FY27 to FY28 Q3, you will be able to see that our ARR has gone up to even 120 crores..."
CG Power and Industrial Solutions: "...our orders remain robust with 90% growth year over year, and order book strengthened further at ₹21,820 crores..."
Ador Welding: "...approximately 80% of the reason that you're seeing a gross margin dip has to do with quite severe inflation in costs across the board..."
My partner in this crime: @concall_in