Laurus Labs

Untitled (1900 × 1000 px) (2)

Special Situation: Mean reversion

Huge operating leverage in a professional setup
Business fundamentals improving - API, CRAMs, Formulations
Key ARV business (~2/3 of rev) showing recovery
API business – key legs ARV, HepC, Onco all firing
Seeds sown for the formulations business

Long term Compounder

Markets rediscovering strengths of this business in the formulation and CRAMs space
ARV annuity business reverts to mean
Current MCap - $ 2.5 bn (over 1.5 year; up 4.5x), PAT at $ 150 mn with strong growth engine in place

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