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#LaurusLabs valuation 18th in the row, sorted by market cap.
Salient : has seen a sudden jump in sales (100%) over the past few years due to capacity expansion. Let's investigate
https://twitter.com/techlunatic/status/1347578228722962433
Salient : has seen a sudden jump in sales (100%) over the past few years due to capacity expansion. Let's investigate
https://twitter.com/techlunatic/status/1347578228722962433
Prima facie, sales seems to be in a smooth uptick, and profits have been volatile but facing north, for now. Let's take a look at what tale EPS tells :
Why the sudden dip in EPS?
Laurus Labs Ltd. had last split the face value of its shares from Rs 10 to Rs 2 in 2016.
Laurus Labs Ltd. had last split the face value of its shares from Rs 10 to Rs 2 in 2016.
Company has a dominant share in HIV APIs
35% revenue comes from India, 65% from the rest of the world.
35% revenue comes from India, 65% from the rest of the world.
A suitable coffee-can candidate? NO.
Profits are volatile & the recent rise in sales appears to be a one-off effect of capacity expansion. Will the current rate of growth (22% sales || 31% CAGR profit) continue? unlikely. Use the status quo as a new base instead of extrapolating
Profits are volatile & the recent rise in sales appears to be a one-off effect of capacity expansion. Will the current rate of growth (22% sales || 31% CAGR profit) continue? unlikely. Use the status quo as a new base instead of extrapolating
#Laurus has a debt of 1,029 cr. 
The market will ignore the debt as long as RBI keeps interest rates low. If interest rates rise, this 1k cr debt will become a pain point.
The market will ignore the debt as long as RBI keeps interest rates low. If interest rates rise, this 1k cr debt will become a pain point.
