Smart Sync Services 23 Jun • 16 tweets • SmartSyncServ/status/1275402937649360896

@SmartSyncServ

We started the AR 19-20 season with Tata Consumers

You can check about that in the following link

Smart Sync Services@SmartSyncServ

Replying to @SmartSyncServ

Based on AR, FY20 has been an eventful year for the company: •Merger with Tata Chemicals •New MD &CEO joining •Tata Starbucks showing strong traction Let’s see how things pan out in FY21. (n/n) End

12:27 PM · Jun 16, 2020

11 See Smart Sync Services’s other Tweets

In this thread, we are covering Neuland Labs

@unseenvalue @varinder_bansal

(1/n)

CMD letter

•35 yrs of existence.

•Growth in CMS business

•2 successful US FDA audit

•De-risking of Supply chain & reduced dependency on single geography for key RM.

•Diversifying base of customers

•on a strong platform to become a leading API player

(2/n)

VC/CEO views

•Upbeat on future growth of CMS business

•Value Addition & Cost Optimization leading to profitability

•Areas of Improvement

-Scaling R&D to the operating units was slow in GDS space

-CMS in Euro region

-Lackluster performance of a few prime products

(3/n)

Joint MD’s (Imp factors)

1. New projects in the pipeline will be slow due to COVID

2.Performance of their existing commercial products and their growth & success

3.Ability to add to the commercial pipeline thru products that are later in the clinical

lifecycle.

(4/n)

10-year Performance Track Record

(5/n)

Notes from MDA

Global Pharma Mkt

•The increase in medicine use is outpacing the population and economic growth.

•This expansion has taken place largely in the pharmerging markets.

•Growth will be driven by specialty and innovative product composition of new

brands.

(6/n)

Notes from MDA

India Pharma Mkt

•aspires to reach $120-130 billion by 2030 at a CAGR of 11-12%.

•claims around 2% share of the global industry in value and around 10% in volume

terms.

•Indian govt is formulating favourable policies for the sector.

(7/n)

Notes from MDA

API

•Global APIs depend upon evolving demand trend-industry, price & regulations

•Some focus on low-cost, high-vol prodn, while others concentrate on specialised,

hard-to make APIs.

•US & Europe dominate but other markets are fast turning important

(8/n)

Notes from MDA

CDMO

•Cos try to de-risk their R&D & reduce their development & manufacturing costs.

•Key trends: 1.Moving from large 2 small 2. Integration of synthesis and service.

3.Small is in vogue

•Covid-19 has led to uncertainty in near term for this business.

(9/n)

Notes from MDA

Financial Performance

(10/n)

Notes from MDA

GDS

•Specialty segment is beneficial as commercial scale-up is easier because of

uncluttered product space. Over 20 molecules in this space.

•Edge: Product Basket, Balanced Portfolio, Regulated Market Presence & Strong

Pipeline

(11/n)

Notes from MDA

CMS

•2 Rev streams: R&D and Manufacturing of products in the Pipeline & Comm

Manufacturing

•Edge in CMS: Collaboration& communication, Focused Attention, Projects

Prioritized

(12/n)

Notes from MDA

Research & Development

(13/n)

Notes from MDA

Supply Chain Management

(14/n)

Notes from MDA

Risk Management

(15/n)

For complete info, you may refer to the Annual Report here:

https://www.bseindia.com/bseplus/annualreport/524558/5245580320.pdf

End

(n/n)

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