122. Nidhike| Link| Bookmark|
December 6, 2016 12:51:39 PM
Top Contributor (300+ Posts, 500+ Likes)
traditional valuation method would be misleading for such an IPO as the co is at inflexion point for next phase of growth.Its focus on R&D and successful foray into formulation business can take it to next level.sure shot bet with very good management is rewarding for both long term investors n flippers.
As of September 2016, Laurus Labs employed 605 scientists in its R&D center in Hyderabad and 12 scientists in Greater Boston, which constituted 24.4 percent of its total employee strength.Total expenditure on R&D is 5.6% of revenue.
The Indian pharmaceuticals industry has been growing in the range of 12 to 14 percent over the past of couple of years, but Laurus Labs’s growth has been over three-fold compared to the industry growth. The company’s revenue for financial year 2015-16 stood at Rs 1,780.8 crore, rising at a compounded annual growth rate (CAGR) of 41 percent over the last 5 years.profit CAGR of more than 60%.
Thank you nidhike sir for your valuable comments. I am confused that should I apply from one account or four accounts?
122.4. Nidhike| Link| Bookmark|
December 6, 2016 6:08:47 PM
Top Contributor (300+ Posts, 500+ Likes)
Presenting u the fact for ur decision making- Ppl comparing it with Divi''s lab but forget to compare the diff in growth rate of both the company n future potential. Divi''s lab having 8 in the profit of Laurus employ just 300plus scientist whereas Laurus got more than 600+ which is 25% of total employee strength. 150 patents pending gives u the visibility and scalability of its business model.
122.5. Nidhike| Link| Bookmark|
December 6, 2016 6:10:43 PM
Top Contributor (300+ Posts, 500+ Likes)
Presenting u the fact for ur decision making. Ppl comparing it with Divi''s lab but forget to compare the diff in growth rate of both the company n future potential.
Divi''s lab having 8 times*** the profit of Laurus employ just 300plus scientist whereas Laurus got more than 600+ which is 25% of total employee strength. 150 patents pending gives u the visibility and scalability of its business model.
Thank you nidhike sir for your prompt reply. I read your comments. You have highlighted correct point. I will apply from all my 4 accounts. Whatever comes either profit/loss it''s upon me. Keep guiding investors. God bless you. Thank you once again.
Hi This will subscribe morethan 100 times.fundamentals afe strong and it grown last 10 yrs when it started with 60 crores now 4000 crores net assets are there.better investment for listing gains aswell as log term.dobt think toomuch and loose the opportunity. Thanks
Retail category = @ upper price band, 3,07,929 lots (keeping emp & ofs qty same). If market gives valuation of 22 pe, of H1 eps of 10.48(unconsolidated), annualised 20.96, then one can expect some listing gains. However post 8/11, nothing can be predicted, given the current market conditions.
112. Pokemongo| Link| Bookmark|
December 6, 2016 9:03:52 AM
Top Contributor (400+ Posts, 300+ Likes)
Should we put more lots for allotment or only1 lot? For eg since PNB and Endurance was less than 3 times retail subsciption anyone who had done 1 lot was alloted. What is the probability here and how many bids should we put in one application
Angel Broking: “On FY2016’s PAT of `133.3cr, the issue, at its upper band, is priced at P/E of 32x which looks expensive. Accounting for FY2017E PAT, the valuation still looks high at P/E of 28x. We believe that this kind of valuation is commanded by domestic pharma companies who have branded formulations business, healthy product pipeline and strong return ratios. Considering Laurus’ 1) high client concentration, 2) low pricing power 3) asset heavy model and 4) high valuation, we rate this IPO as Neutral.â€
if the market leader and much better company like Sun Pharma s available at PE of 22x, what is the logic of investing in this company.. y wouldnt I instead put one lot money in Sun Pharma which is better placed in all terms..
Mene online application laurus lab ltd ipo me online application kardi 12:20 ko 2400024017553004 application number he aur transection number 4000323841 he aur 8december ko aek application karni he mere brother ke account se Mene pehle hi application kardi tum b jaldi apply karo varna Reh jaoge Mene Sheela foam ltd me application ki Kal allotted he Mera chance zayada he Lage GA zaroor