Laurus Labs - Can Business Transform to Next Level?

[Dr.Midhun]

Pharma || Hospitals || Diagnostics : Industry perspective

China’s power crisis has caused rise in price of intermediate chemicals and key starting materials. Pharma players who are dependent on China for raw materials will see rise in input costs and subsequently margin contraction can happen in coming quarters as they can’t pass down the cost in a short period of time. I’ve analysed conference calls of few players and I’m sharing that here. [iMarkup_20211008_115249] [iMarkup_20211008_143800] [iMarkup_20211008_112507] [iMarkup_20211008_144244] …

Can anyone point out how much is Laurus lab’s dependence on China for raw materials? I couldn’t find that in previous concalls.