Supriya Lifescience Ltd - pure play API

https://youtu.be/Ih7dZBAV-uk?si=VWYOr4wXM04KgQYA.

Supriya life 39 years old company,Complete backward integration, 87% from export supply in 86 countries, CDMO CMO not generate any revenue at this point, shifted from China to Europe, one product dependency on China is now lesser , china cfda also visit the our GMP certified plant with minimal observation, expanding our anaesthetic portfolio, 300 million dollar global opportunity size with 4-5% of CAGR, 28-30% EBITDA,120-150 cr profit & 100 cr capex all capex funded by internal approvals, 20% growth, 1000 cr sales targets fy27, DSM fair ( Europe) get 10 year contract of vitamin sole supplier , globally contact mfg from next 2-3 years expected 60 cr revenue per years, inventory day is below 150 days is our Target, pls watch video also.:pray::tada:.

Disc invested recently added, no reco

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One of their top 3 products has market size of 250-300 MT (as per CRISIL). Supriya’s capacity is 60-70 MT.

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Investment Thesis-Supriya Lifesciences Limited.pdf (819.9 KB)

A report made on Supriya Lifescience by me a few days back.

Financial projections are rough and are done at a very basic level.

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Very interesting piece on Indian CDMO Future

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Hi All,

The 4 promotor/WTDs were paid around 18 crores in salaries in FY23 while PAT was around 90 crores. This violates the 10% rule by a huge margin (double the ceiling) as stated here Managerial remuneration under section: 197

This is a red flag, right?

Regards,
Ashutosh

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Although, salaries more than stipulated limits can be paid by Special Resolutions, I will take above info as some negative flag for higher valuations and can be monitored as company progresses.

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