External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Laurus Lab (LAURUS) significantly beat our earnings estimates in 3QFY25, led by a scale-up in the CDMO segment.</li><li>Commercial supplies (including launch quantities) led to strong 89% YoY growth in CDMO sales for the quarter.</li><li>Apart from chemical synthesis-based CDMO, LAURUS is enhancing its capacities/capabilities in bio-based CDMO activities through a JV with Eight Roads (investment of INR1.6b to start with).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Laurus Lab (LAURUS) significantly beat our earnings estimates in 3QFY25, led by a scale-up in the CDMO segment.Commercial supplies (including launch quantities) led to strong 89% YoY growth in CDMO sales for the quarter.Apart from chemical synthesis-based CDMO, LAURUS is enhancing its capacities/capabilities in bio-based CDMO activities through a JV with Eight Roads (investment of INR1.6b to start with).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laurus Labs - Beat on Earnings; Green Shoots Visible

<ul><li>Laurus Lab (LAURUS) delivered largely in-line operational performance for 2QFY25.</li><li>It witnessed an improving traction in the CDMO business, with a 33%/44% YoY/QoQ jump in sales for 2QFY25.  However, this was offset by weak API segment.</li><li>The commercialization of CDMO contracts is expected to pick up in 2HFY25, driving sales as well as operating leverage.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Laurus Lab (LAURUS) delivered largely in-line operational performance for 2QFY25.It witnessed an improving traction in the CDMO business, with a 33%/44% YoY/QoQ jump in sales for 2QFY25.  However, this was offset by weak API segment.The commercialization of CDMO contracts is expected to pick up in 2HFY25, driving sales as well as operating leverage.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laurus Labs - In-Line Quarter; CDMO Traction to Pick up in 2HFY25

<div><ul><li>Lower ARV prices – a drag on overall profitability - <span style="font-size: var(--content-font-size);">LAURUS delivered an in line 4QFY22. Sales revived across API/Formulations (FDF) after a subdued 3QFY22.</span></li></ul><div><div><div><div><ul><li>Growth by Synthesis/FDF was offset by a decline in the API business</li><li>Highlights from the management commentary  - The management remains confident of achieving USD1b in revenue in FY23 (from ~USD660m in FY22). T</li></ul></div></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Lower ARV prices – a drag on overall profitability - LAURUS delivered an in line 4QFY22. Sales revived across API/Formulations (FDF) after a subdued 3QFY22.Growth by Synthesis/FDF was offset by a decline in the API businessHighlights from the management commentary  - The management remains confident of achieving USD1b in revenue in FY23 (from ~USD660m in FY22). TContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laurus Labs - Earnings in Line; Synthesis Business on a Strong Footing

<p>Laurus Labs (LAURUS) has agreed to acquire a 26.6% stake in ImmunoACT for a consideration of INR460m, implying enterprise value of INR1.7b. ImmunoACT currently has four CAR-T cell molecules, with one of them undergoing clinical trials. CAR-T cell is a new therapy for Leukemia/Lymphoma, with USD1.5b in worldwide sales of five commercialized products. Given that ImmunoACT products are under development, the commercialization would be subject to a successful clinical outcome.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Laurus Labs (LAURUS) has agreed to acquire a 26.6% stake in ImmunoACT for a consideration of INR460m, implying enterprise value of INR1.7b. ImmunoACT currently has four CAR-T cell molecules, with one of them undergoing clinical trials. CAR-T cell is a new therapy for Leukemia/Lymphoma, with USD1.5b in worldwide sales of five commercialized products. Given that ImmunoACT products are under development, the commercialization would be subject to a successful clinical outcome.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laurus ventures into new disruptive therapy

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<p>About the stock: Laurus Labs operates in the segment of Generic APIs &amp; FDFs (formulations), custom synthesis and biotechnology. Major focus in APIs is on ARV, oncology and other APIs.</p><ul><li>It has eight manufacturing units (five FDA approved sites) with 61 DMFs, 27 ANDAs filed (two Para IV, seven first to file), 292 patents filed (150 granted)</li><li>Laurus acquired Richore Life Sciences to diversify in area of recombinant animal origin free products, enzymes and building biologics CDMO</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

About the stock: Laurus Labs operates in the segment of Generic APIs &amp; FDFs (formulations), custom synthesis and biotechnology. Major focus in APIs is on ARV, oncology and other APIs.It has eight manufacturing units (five FDA approved sites) with 61 DMFs, 27 ANDAs filed (two Para IV, seven first to file), 292 patents filed (150 granted)Laurus acquired Richore Life Sciences to diversify in area of recombinant animal origin free products, enzymes and building biologics CDMOContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Laurus Labs: Subdued Q2 Amid Drag in ARV APIs

India

Laurus Labs Limited researches, develops, manufactures, and sells active pharmaceutical ingredients (APIs) in India and internationally. It offers APIs for anti-retroviral and hepatitis C; and APIs in oncology and other therapeutic areas. .

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Laurus Labs (LAURUS IN)

Laurus Labs - Beat on Earnings; Green Shoots Visible

Laurus Lab (LAURUS) significantly beat our earnings estimates in 3QFY25, led by a scale-up in the CDMO segment.Commercial supplies (including...

Motilal Oswal

Laurus Labs - In-Line Quarter; CDMO Traction to Pick up in 2HFY25

Laurus Lab (LAURUS) delivered largely in-line operational performance for 2QFY25. It witnessed an improving traction in the CDMO business, with a...

Motilal Oswal

Laurus Labs - Earnings in Line; Synthesis Business on a Strong Footing

LAURUS delivered an in line 4QFY22. Sales revived across API/Formulations (FDF) after a subdued 3QFY22. Momentum in its Synthesis business remains...

Motilal Oswal

Laurus ventures into new disruptive therapy

Laurus Labs (LAURUS) has agreed to acquire a 26.6% stake in ImmunoACT for a consideration of INR460m, implying enterprise value of INR1.7b....

Motilal Oswal

Laurus Labs: Subdued Q2 Amid Drag in ARV APIs

Laurus Labs operates in the segment of Generic APIs & FDFs (formulations), custom synthesis and biotechnology. Major focus in APIs is on ARV,...

ICICI Securities Limited

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