Bharath @Quest_for_value
Son | Father | Husband | Brother | Supply Chain Consultant | Investor in API, Innovator CRAMS and IT Hyderabad, India Joined April 2020-
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Below is the share of CDMO to their revenues.... You make more returns in companies that will grow CDMO from 10-30% of sales to > 50% of the sales...
Looking forward to meet Hyderabad Enthusiast Investors… Thanks @LearningEleven for organising it… 🙏
Looking forward to meet Hyderabad Enthusiast Investors… Thanks @LearningEleven for organising it… 🙏
Starting big and letting it grow even bigger is even more deadly combination…. 🙂
Starting big and letting it grow even bigger is even more deadly combination…. 🙂
Everyone’s buzzing about Laurus Labs’ export data — Ppl are raising eyebrows seeing at it!
What made Mirae to sell Laurus at 450 and buy at double the price at 900 in less than an year??? What could have changed?? I am eager to know!!!! #Lauruslabs
Pls note that items like pharma, lumber, critical minerals, energy, auto components, steel and aluminium to be exempted from reciprocal tariff but may or may not be subject to sectoral tariffs as before .
Pls note that items like pharma, lumber, critical minerals, energy, auto components, steel and aluminium to be exempted from reciprocal tariff but may or may not be subject to sectoral tariffs as before .
Kotak Saying "Not the time to Buy" exactly when its time to load the truck.... Stock is more than 3X from then in 2 years. When something is free, then you are the Product... Read the reports, but do not get influenced by their recommendations... :) #Lauruslabs
Kotak Saying "Not the time to Buy" exactly when its time to load the truck.... Stock is more than 3X from then in 2 years. When something is free, then you are the Product... Read the reports, but do not get influenced by their recommendations... :) #Lauruslabs https://t.co/tz41bCBUVV
Classic Sign of Accumulation.. Weaker and Impatient Investors are exiting.. Stronger and Patient investors are accumulating...
Excellent article…. Nicely explains the DNA of Management… Highly recommend to read…. #Lauruslabs
Excellent article…. Nicely explains the DNA of Management… Highly recommend to read…. #Lauruslabs
Now a days.... Its not "Big Fish eats Small fish"..... Its "Faster fish eats slower Fish"... As a company, No matter how big u are, If you are not transforming fast, then get ready for Slow death...
Interesting Data Point Divis Market Cap : 1.8 Lakh Crore Laurus Market Cap : 0.4 Lakh Crore Last 5 year Capex of both Laurus and Divis is same i.e ~ $500 Million Company less than 1/4 the size of Divis doing the same Capex as Divis…. 🤯 Good times are ahead….
Watch this video with Pen and Paper…. One of the best video to know more about Laurus…. Even after tracking this business for 6 years, i learned something new from this Video…
Watch this video with Pen and Paper…. One of the best video to know more about Laurus…. Even after tracking this business for 6 years, i learned something new from this Video…
I feel same is happening in Hyderabad too…. Many ppl bought in 2022 hype to flip…. This will not end good… 🙂
I feel same is happening in Hyderabad too…. Many ppl bought in 2022 hype to flip…. This will not end good… 🙂
I am happy you see Sell rating on Laurus… More the pessimism more is the returns… I would be worried if i see many brokerage reports with “Buy” rating…. Remember their Buy rating in 2022 at peak euphoria…. For example jeffries buy rating 👇 in 2022 x.com/cnbctv18live/s…
I am happy you see Sell rating on Laurus… More the pessimism more is the returns… I would be worried if i see many brokerage reports with “Buy” rating…. Remember their Buy rating in 2022 at peak euphoria…. For example jeffries buy rating 👇 in 2022 x.com/cnbctv18live/s… https://t.co/MsORlHoa81
"CDMO is where IT sector was 20 years ago," says @carnelian_asset's @vikaskhemani as he shares views on the opportunity in this space. @_nirajshah Watch more: bit.ly/45XAKD2
Imagine if US was secretly keeping few jets in some Pak airfields for potential attack on Iran and India bombed it during Sindoor 😂😂 - Wats app frwd
This is one of the best video i have seen on Laurus labs... It's a marathon video..... I highly recommend to watch it.... Especially Jeffy Bhai and Kotak should watch to see the unseen... :)
This is one of the best video i have seen on Laurus labs... It's a marathon video..... I highly recommend to watch it.... Especially Jeffy Bhai and Kotak should watch to see the unseen... :)
"We see a clear pathway for further margin expansion as we continue delivering on mid-late phase projects, ramping up new assets, and better asset utilization" - FY25 Annual report Laurus Labs
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