Laurus Labs Limited
4,984words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
₹ 6,041
26.4%
43%
36%
19%
2%
₹ 2,056
18%
24%
37%
7%
Guidance — 2 items
Chemical - expertise
opening
“New platform being further explored Complex Oral drug BETAF1 combo (INSTI inhibitor) and TAF filings under various stage of regulatory approval LA-CAB1 Inj (PrEP and Treatment) project development initiated New market access: 1) Access to South Africa market in next tender cycle and 2) India NACO tender – Already won 20% vol.”
Capacity Expansion
opening
“CDMO business project pipeline scaled up along with expansion of our strategic manufacturing partnerships ₹ 2,406 Cr Revenues for H1, declined 23%.”
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Speaking time
1
1
Opening remarks
Chemical - expertise
Small molecules including HP APIs GMP intermediates, Chiral Chemistry, Peptides, Hazardous chemistry, Bio-cataysis Large scale – Chromatography incl. SMB, Cryogenic, Hydrogenation & Flow chemistry >> Offers Integrated approach Manufacturing & Quality Service Platform Technology 6 global regulatory agencies 1025+ quality audits 218 patents granted 75+ successful launch across DP/DS > > Analytical Services Life Cycle Management Microbial offering incl. HPAPIs within CMO Regulatory filings services Packaging Bio – expertise: Precision Fermentation (r-protein Food, Bio catalysis large scale) Oral Dosage forms & Delivery systems Cell & Gene Harnessing expertise across end market Human Health (Rx brands + Generics) Animal Health Crop Protection Food & Nutrition Making efficient use of technology platform and manufacturing excellence in the target market Transforming Laurus with Focus & Agility Laurus Evolution Key Capabilities One Product API Company Formulation Integrated Pharma 2006-2011 2
Capacity Expansion
2x Oral dose capacity on-line (FDA approved) Shell available for additional 5 Bn expansion 3 API – Deploy Technical capabilities with Focus on High growth segment Revenue Growth Strategic Priorities [₹ Cr] CAGR FY18-23: ▲7% 1H FY24: ▼3% Accelerate cost leadership & Clear focus on commercial strategy New CMO partnership in established and high growth molecules (like Diabetic / CV portfolio, Gastro) Optimize new capacities in mid-term Sufficient capacity to maximize market opportunities Strengthen leadership in Highly-potent APIs driven by Oncology Recent Highlights Scaled-up in the exiting CMO partnered projects; Strong order book +25% development/commercial scale capacity added in last 18 months; focus on capacity filling Executing on Continuous Flow technology at large scale H1 stable as steady ARV API and strong delivery in Oncology compensated for decline in Other API due to scheduling issue Oncology business +50% in H1 on favorable demand dynamics. Upgrading
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