Laurus Labs Ltd IPO Message Board (Page 57)

Still Kostak is at 600 in Ahmedabad.

One can sell in gray market by applying single lot.

Instead of merely focusing on publicly available financials, a serious investor with a long-term view should also focus equally on the intangibles like how diligently the company stuck to its original business plan & grew, whether its fund raising milestones resulted in capacity buildup, expansion et al - At every time-point wherein Laurus Labs attracted new funds, the revenue showed a significant jump in the subsequent year, The more interesting thing is how Laurus worked towards achieving goals set forth at the time of incorporation (2005);

From what can be mapped out from publicly available resources, Laurus business plan of early days included focusing on the following aspects;

- Being a 2000 Cr company by 2016 -- it will be in 2017

- Building capabilities strategically across two different asset types; 1) High volume, low value APIs & 2) High Value low volume APIs -accordingly they developed a strong portfolio of ARV (anti-AIDS) & Oncology (cancer) APIs

- Being among the the ''Top 3'' in whichever segment we deal in - accordingly Laurus today commands a leadership position in sheer supply of most first line regimen ARV APIs (>50% of world consumption of API) & some Oncology; HCV APIs

- The future business strategy always included forward integration for adding value to the client offering - but utilizing the core competence as the base (API) - accordingly, Laurus is aggressively pursuing FDF business forward integrating the APIs that it already has a leadership position in.

Its a rarity companies stick to the original growth plans without taking a pivot at every two years, given Laurus''s excellent track record in this, there is no doubt that it will soon breach the USD 1 billion revenue mark in the next five years.

Finally comparing it with peers like Divis & Aurobindo is not completely right. Divis model is prominently based on CRAMS while Laurus business is based on its own R&D stregth/ IP. While Aurobindo business template may be similar to Laurus, it should not be forgotten that Laurus achieved a lot more in its 10 years of existence.

I already bet my money on Laurus Labs, I suggest you do too!

With horizon of 1 yr ...what shld be done??