Laurus Labs Ltd IPO Message Board (Page 45)

Money started block for ipo

Septaji, Mene Piccadily Agro Industries Dt:10-10-2016 ko liye the kya muje usme Bonus melega. Usme Record date of Bonus 13-10-2016.

thanks MKTANWAR & P Patel

Par me jiske sath dealing kar raha hu voh yeh keh raha he ki settlement 4th day ko hota( 14-10-16) hai use pehle nahi hota. aur is kisse me muje bonus nahi milsakta isa bata raha he.to kya karu kutch pata nahi chalta.

Prshant - You have contract note with you for the trade, where you will find settlement date mentioned. Securities will be credited in your account on settlement date. So check if settlement date is on or before record date.

@gambleji, divis labs ipo was launched in 2002 approx at 120 and After 6 month''s approx Maruti IPO was launched

Divis given 2 bonus and split from 10 to 2 so, what could be the today''s price before split and bonus?
For Maruti I don''t know about bonus, splits.

BTW South based companies are proved to be investors friendly for IPO,


V guard, DRL, SYNGENE, BIOCON, TVS group, KV BANK etc.

As i understand Say if u hv divis lab 130/share ipo price then
Now @1120 ur price would become 23200 rs/share

i.e 17746% return in just 14 yrs...!!!

Any news about primium

Eagle eyeji, i applied in laurus on last day, i.e. Friday, i received confirmation frm nse, but i see that bank has not blocked fund, banks are closed for 3 days, what should i understand d status of appli.?

Where to check ipo status executed? Is that NSE confirmation received by mail? Or anything else?

Where to check ipo status is execute? Its confirmation frm NSE is? Coz my bank account doesn''''t shows block as bank is 3days closed.

laurus lab
It derives a significant portion of its revenue from Generics – API business, which primarily comprises the sale of products in the therapeutic areas of ARVs, Hepatitis C and Oncology. For the financial years 2016, 2015 and 2014, its revenue from Generics – API business was Rs.16,516.84 million, Rs12,533.54 million and Rs10,907.17 million, or 92.2%, 92.1% and 93.3% of its total revenues, respectively. For the financial year 2016, Its revenue from the sale of APIs in the therapeutic areas of ARVs, Hepatitis C and Oncology accounted for Rs.12,619.09 million, Rs 1,970.98 million and Rs 1,413.38 million, or 70.4%, 11.0% and 7.9% of Its total revenues, respectively. Further, within its product portfolio in the ARV therapeutic area, it depends significantly on the sale of Efavirenz, Tenofovir Disoproxil Fumarate and Emtricitabine, the preferred first line treatment option for adults, pregnant and breast feeding women and adolescents
For the financial year 2016, it derived Rs 12,619.09 million, or 70.4% of its total revenues, from the sale of products in the ARV therapeutic area, which primarily comprised the sale of Efavirenz, Tenofovir Disoproxil Fumarate and Emtricitabine. These three products are currently used as one of the preferred first line treatment in the ARV therapeutic area, recommended by the WHO for its target markets.
It is dependent on a limited number of customers for a significant portion of its revenues. For the financial years 2016, 2015 and 2014, its top five customers contributed Rs 12,142.83 million, Rs 10,466.3 million and Rs 8,940.65 million, or 67.8%, 76.9% and 76.5% of total revenues, respectively
Over the last few years, it has expanded operations and services and experienced considerable growth. From the financial year 2012 to the financial year 2016, its total revenues, on a standalone basis, has increased from Rs 4,523.07 million to Rs 17,884.15 million. Although it has historically derived a significant percent of its revenue from Generics – API business, it is investing significant time and resources in growing its Generics – FDF, Synthesis and Ingredients businesses. It constantly seeks to develop its R&D capabilities to distinguish itself from the competitors to enable it to introduce new products.
It is in the process of setting up two additional manufacturing facilities, one for potent APIs (expected to commence operations by December 31, 2016) and the other for APIs, intermediates and ingredients (expected to commence construction during the financial year 2017). Post planned expansion, its aggregate reactor volume will increase to 2,095.6 KL during the financial year 2017.
To accomplish this, it commits substantial effort, funds and other resources towards R&D activities and it has set-up a dedicated R&D center in Hyderabad and Greater Boston and is currently in the process of setting up an R&D center in Visakhapatnam.
The Company spent Rs 906.52 million, Rs 586.49 million and Rs 424.40 million towards R&D activities during the financial years 2016, 2015 and 2014, or 5.1%, 4.3% and 3.6% of its total revenues in such years, respectively
As of June 30, 2016, the Company owned 32 patents and had 150 pending patent applications, in several countries.
Its net asset value per Equity Share, post the issue of bonus shares, was Rs 137.53 as on March 31, 2016, while it was Rs 135.06 as at March 31, 2016, as per its Restated Consolidated Financial Statements.
India is one among the top five pharmaceutical emerging markets globally and is a front runner in a wide range of specialties involving manufacturing and development of complex drugs. India has about 40% of all Abbreviated New Drug Application (ANDA) approvals from US FDA. The Indian API manufacturing industry is the third largest in the world, producing over 400 APIs. Globally Indian companies hold more than 90% of APIs approvals for ARVs, Anti-Tuberculosis and Anti-malarials.
The company is a leading research and development (“R&D”) driven pharmaceutical company in India, with a leadership position in generic active pharmaceutical ingredients (“APIs”) for revenue, were its customers.
It has set-up its first dedicated R&D center in Hyderabad, Telangana in 2006 & initially focused on research in the Oncology and ARV API areas and after making progress in R&D it commissioned first API manufacturing facility in 2007. The kilo lab at R&D center at Hyderabad has received approvals from the United States Food and Drug Administration (“US FDA”), Pharmaceuticals and Medical Devices Agency (“PMDA”) of Japan and the Korea Food and Drug Administration (“KFDA”). It has also set up a R&D center in Greater Boston, United States in 2015. As of June 30, 2016, it employed 587 scientists at its R&D center in Hyderabad and 12 scientists at its R&D centre in Greater Boston, which constituted 25.0% of total employee strength. The Company spent Rs 906.52 million, Rs 586.49 million and Rs 424.40 million towards the R&D activities during the financial years 2016, 2015 and 2014, or 5.1%, 4.3% and 3.6% of its total revenues in such periods, respectively.
It is currently in the process of expanding R&D center in Hyderabad and setting up another R&D center in Visakhapatnam, Andhra Pradesh. It believes that systematic approach to the commercialization of 30 out of the 37 filed DMFs, as of June 30, 2016. As of June 30, 2016, the Company owned 32 patents and had 150 pending patent applications, in
several countries.
So, one issue is undoubted clear that this company has solid potential to grow.
Now the question is whether the price band is reasonable or is on higher side.Many of the experts believe the price band is on higher side. Let us discuss it out:
Consolidated EPS Year ended on March 31, 2016 Rs. 20.86( as per RHP) .( EPS calculation is a tricky affair due to issuance of bonus shares) The company during last 4 financial years has achieved CAGR of 60%. so lets assume that it may earn atleast Rs. 32 for the current year 2016-17. So upper price band is at PE multiple of 13.37 on estimated EPS for 2016-17. Will you consider it on higher side ?
Book value As on March 31, 2016 Unconsolidated Rs. 137.53 & Consolidated Rs. 135.06( after adjustment of Bonus shares) So upper Price Band/BV = 3.17/1 .
Compare it with Divis CMP Rs. 1133/BV Rs. 161= 7.03/1 & Aurobindo Pharma CMP Rs. 730/BV Rs. 121= 6.03/1. So from book value angle also , you will agree that price band is reasonable.Since EPS & PE are tricky affair and many analysts consider PE multiple for this IPO on very higher side, I will prefer to give more weight to CMP/BV aspect while valuing this IPO.
The Only risk, I believe, at present is current volatility in the Stock-market and if you wish to take that risk, I believe that one should not forgo this IPO & may Apply

Lauras lab listing prise ??

Page Industries : a proven wealth builder for Septa ji.
Similarly , In womens segment "Womens Next" is also emerging at faster rate.
septa ji, pls enlighten us.
everyone can share any running insight news or rumour .

womens next : EPS is positive but operating cash flow is negative.

it means its inventory/ receivables are piling up and they are reporting some cooked numbers.

Process of allotment ....???????

Hi...any body knows how to allot the shares in employees Quota....

Alloted*

Hi experts, I have applied for 35 shares will I be allowed??

I think total

if you have 1 lac rupees.
bifurcate this type
total 100%
35%short term
45%medium term
20%long term

short term for btst to one month(include ipo)
medium term for 6-12 months.
long term for above 12 months.

short term (wait and watch)
medium term(gnfc,sparc)
long term(bombaydying,gitanjali)

for long term choose script which slow but constatnt growth.
for medium term choose script which high growth.
for short term depend on mkt scenario.

Nice

Nice

Which Five stock should I have consider for next 3 years? I have almost 1lakh to invest in. So instead of 1 stock to invest in considering to invest in 5 stocks.

Sbi, gujalkalies, jkinfra, maruti Suzuki, mngl and hcc

these two stocks should add in your portfolio
gnfc,sparc

Aurobindo pharma incorporate in 1986
Divis lab in 1990

Last 5 yr

Aurobindo 80 to 800
Divis lab 400 to 1300


Now we hv laurus lab incorporate in 2005

15 yrs younger than these 2.

So high growth in coming days compare to these 2 biggies is very much promising.
And hence price growth...!!!



Laurus lab @428 available at

2016 32x PE
2017 23x PE
2018 17x pE
2019 13x pE
2020 10x PE

Only given 35% growth..!!

good analysis of forward PE

Can anyone check the PE of AEL?
its just 63

and

Laurus is 34 looking big

its your decision tight your seat belts and wait for atleast 10days after listing

Laurus Lab be another Advanced Enzymes

its mainly Research Firm like MNC Pharma and no comparison with traditional indian pharma companies that run on manufacturing only

see the returns by MNC Pharma

LAURUS MAY BE A CHHUPA RUSTOM AFTER ITS LISTING. SOMETHING LIKE SHEELA KI JAWANIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII

if fed will declare rate unchange ,mkt will zoom

but rate hike ,doller index will go down

two things use as money in whole world
1.US doller
2.gold

dear kpujara,

if fed will declare rate hike, doller go down.
.(rupee will be strong vs.doller)
but mkt treated as fed hike.

if fed will declare unchange,mkt will zoom.
but fed will declare rate hike,??????

two things use as money whole world
1.US doller
2.gold

So nothing sure if rate will be hiked or not? The buzz is the rate will be hiked so correction will follow in market. So better to book profit and re-enter or not? Just concerned about that sir.