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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