Bharath
@Quest_for_value
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Son | Father | Husband | Brother | Supply Chain Consultant | Investor in API, Innovator CRAMS and IT
Hyderabad, India
Joined April 2020
10% of successful investing is finding a great investment. The other 90% is not selling them.
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Everyone’s buzzing about Laurus Labs’ export data — Ppl are raising eyebrows seeing at it!.
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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
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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 .
As per the White House Aug 1 notification all previous exemptions announced on 2nd April 2025 in Executive Order 14257 hold. So items like pharma, lumber, critical minerals, energy, automotive and auto components, steel and aluminium to be exempted from reciprocal tariff but may
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Read below Snippet Carefully. "Scarifying Generic API business for CDMO Growth". Product Mix changing fast due to high demand from CDMO. Generic revenue flat from past 3 years. Means all incremental capacity is allocated to CDMO. CDMO growth should surprise even the bulls.
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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
I see so much pessimism on Laurus labs in market. I really like this pessimism… You get time to accumulate. 👍. If your time horizon is till FY26 then you are sitting on good wealth creator. Good things take time… . Fundamentally business is heading in right direction….
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Classic Sign of Accumulation. Weaker and Impatient Investors are exiting. Stronger and Patient investors are accumulating.
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Excellent article…. Nicely explains the DNA of Management… Highly recommend to read…. #Lauruslabs.
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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. .
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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….
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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….
Free to watch now: Reimagining Laurus Labs 2030. This paid creation, done in February 2025, is now free for the general public. If you are not already following me on Substack, you need to register for free. No payment is required to watch this. Link in the next X (below).
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I feel same is happening in Hyderabad too…. Many ppl bought in 2022 hype to flip…. This will not end good… 🙂.
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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.
Goldman Sachs on India CRO/CDMO: Signs of China+1 progressing well, focus on investments in new modalities. All in all, we expect the geographic supply chain diversification theme to play out over a 3-5 year period, if not more. Sell - Laurus.Neutral - Divi’s.Buy - Piramal,
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RT @NDTVProfitIndia: "CDMO is where IT sector was 20 years ago," says @carnelian_asset's @vikaskhemani as he shares views on the opportunit….
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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.
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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. :).
Laurus Labs: Antifragility Unfolding (Part 1). This episode was behind the paywall exclusively for paid members in Jan 2025, but I've made it free to watch now. Don't miss this. You just need to register for free.
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"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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China is unreliable partner… we want to de-risk from China….
We are not seeking to decouple from China, but we must take steps to de-risk. Withholding essential products from global industrial supply chains is not the behavior of a reliable trading partner.
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Excited to see the unseen… 🙂.
Agenda: Presentation on “Role of Reframing and Rethinking in Investing” with relevant illustrations followed by interactive Q&A. Event date: Friday, 27th June 2025. Location: Vaaraahi Banquets, Floor 1, NSL Centrum Mall, Kukatpally, Hyderabad. Schedule of the event:. 4:30 to 5:30
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Not surprised to see sell call From Kotak…. Look at the quality of question being asked by them…. Can’t imagine asking about PE in concall…
Kotak Inst Eqt on Laurus Labs.Sell, TP Rs 420.Reported a 24% sequential jump in Synthesis sales in 3Q, driving a largely in-line overall performance.At 65X FY2026E P/E, believe that long-anticipated earnings recovery is fully factored in.@CNBCTV18News @vinnii_motiwala.
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