我们的看法:Supriya Lifescience Ltd.是活跃的药品成分(API)玩家,专注于竞争有限的利基产品。它具有一个小众产品篮,其中包含38个API,遍及各种治疗段。它是印度氯苯胺酸酸盐和氯酸氯胺酮的最大出口商,也是印度硫酸盐尔氨基酚的最大出口商之一。Supriya拥有1200多个客户,并在86多个国家 /地区拥有在场。它是印度的氯化胺,maleate,盐酸氯胺酮和硫酸盐醇的最大出口商。管理层在未来2 - 3年内已指导美国,欧洲和拉丁美洲业务的强劲增长。对于23财年,该公司报告了美国业务的强劲增长,并占销售额的8%。混合能力利用率在23财年期间为70%。公司正在设立两个R&D中心i)Lote Parshuram的R&D中心,以迎合生命周期管理和向后整合项目ii)Ambernath,以迎合新的分子和CMO/CDMO机会。Lote中心已经运行,而Ambernath Center可能会在Q3FY24时进行操作。这些中心将有助于开发已确定的API,以补充现有产品配置文件。Supriya具有4个由治疗区域隔离的制造块,当前反应堆容量为597KL。容量利用率从47%增加到〜70%的财政量。该公司已向美国FDA提交了15个DMF,并与美国FDA提交了4个API,而9个具有EQDM的CEPS已获得授予,并且在EDQM中有5个CEPS。这将在中期进一步增强产品组合。在过去的两年中,它已经花费了约203CR的资本支出。管理层预计EBITDA利润率将达到28-30%。他们设定了雄心勃勃的目标,将公司的收入翻倍26/27。该公司计划以24财年的24财年在CAPEX的90CR卢比支出,总计100-120CR在25财年&FY26。公司已与卡林加技术学院签署了两项协议,以开发一种名为QuickBlue的单一小说小说探测套件和名为Gelheal的伤口愈合凝胶。Supriya已进行了能力提高,以进一步落后于现有产品,新产品推广和CMO/CDMO机会。在Lote Parshuram的下一个制造块(E块)上正在进行工作,其容量为340 kl,可通过Q3FY24运营。在Ambernath还建立了一个具有70 kl的新制造块以及带有飞行员工厂的新研发设施。在这些项目中,Q3FY24的总容量将从597 kl增加到900 kl。
SM Jain先生,Adrde Ahmednagar Col Atul Apte,Ra Shaikh先生,Vrde Ambernath Susan Titus博士,NMRL Bengaluru先生Satpal Singh Tomar先生,Ade Smt Smt Smt Smt Smt Smt先生Andigarh Neeraj Srivastava先生,Tbrl Chennai Smt S Jayasudha,Cvrde Dehradun Abhai Mishra先生,Sag Rachna Thakur博士,SSPL Gwalior Manorama Vimal博士,Drde Haldwani Atul Grover博士,Diber博士Ranjit Singh Hyderabad博士JK Rai博士JK Rai博士,Anurag Arc Murthy先生, DIHAR Pune AK Pandey 先生, ARDE JA Kanetkar 博士 Himanshu Shekhar 博士, HEMRL Anoop Anand 博士, R&DE(E) Tezpur Sibnarayan Datta 博士
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阿格拉 Shri S.M.Jain,ADRDE Ahmednagar Col Atul Apte,Shri RA Shaikh,VRDE Ambernath Dr Susan Titus,NMRL Bengaluru Shri Satpal Singh Tomar,ADE Smt M.R.Bhuvaneswari,CABS Smt Faheema A.G.J.,CAIR Shri R. Kamalakannan,CEMILAC Shri Kiran G.,GTRE Dr Sushant Chhatre,MTRDC Chandigarh Shri Neeraj Srivastava,TBRL Chennai Smt S Jayasudha,C Dr Mishra Dehra Shri Abhadun Shri Dehra。Mishra,IRDE Delhi Shri Amit Pasi,CFEES Dr Dipti Prasad,DIPAS Dr Nidhi Maheshwari,DIPR Shri Navin Soni,INMAS Shri Anurag Pathak,ISSA Ms Noopur Shrotriya,SAG Dr Rachna Thakur,SSPL Gwalior Dr Man Virma,Maldwa 博士Haldwa Atul Grover,MEN Dr Ranjit Singh Hyderabad Dr J.K. Rai,ANURAG Shri A.R.C.Murthy,DLRL Dr Manoj Kumar Jain,DMRL Jodhpur Shri Ravindra Kumar,DL Kanpur Shri A.K.Singh,DMSRDE Kochi Smt Letha M.M.,NPOL Leh Dr Tsering Stobden,DIHAR Pune Shri A.K.Pandey,ARDE 博士 J.A.Kanetkar 博士 Himanshu Shekhar,HEMRL 博士 Anoop Anand,R&DE(E) Tezpur 博士 Sibnarayan Datta
Agra Shri S.M.Jain、ADRDE Ahmednagar Col Atul Apte、Shri RA Shaikh、VRDE Ambernath Susan Titus 博士、NMRL 班加罗尔 Shri Satpal Singh Tomar、ADE Smt M.R.Bhuvaneswari、CABS Smt Faheema A.G.J.、CAIR Shri R. Kamalakannan、CEMILAC Shri Kiran G.、GTRE Sushant Chhatre 博士、MTRDC 昌迪加尔 Shri Neeraj Srivastava、TBRL Chennai Smt S Jayasudha、C Mishra Dehr Dehra Smt Dehra、Abha 博士S.K.Mishra、IRDE Delhi Shri Amit Pasi、CFEES Dr Dipti Prasad、DIPAS Dr Nidhi Maheshwari、DIPR Shri Navin Soni、INMAS Shri Anurag Pathak、ISSA Ms Noopur Shrotriya、SAG Dr Rachna Thakur、SSPL Gwalior Dr Man Virma、Dr. Maldwa哈尔瓦·阿图尔·格罗弗,丈夫 Ranjit Singh 博士 海得拉巴 J.K. 博士Rai,ANURAG Shri A.R.C.Murthy,DLRL Manoj Kumar Jain 博士,DMRL Jodhpur Shri Ravindra Kumar,DL Kanpur Shri A.K.Singh,DMSRDE Kochi Smt Letha M.M.,NPOL Leh Tsering Stobden 博士,DIHAR Pune Shri A.K.Pandey,ARDE J.A. 博士Kanetkar Himanshu Shekhar 博士、HEMRL Anoop Anand 博士、R&DE(E) Tezpur Sibnarayan Datta 博士
Agra Shri S.M. div>Jain,Adrde Ahmednagar Col Atul Apte,Shri Ra Sha Shaikh,Vrde Ambernath Susan Titus博士,NMRL Bengaluru Shri Shri Shri Satpal Singh Tomar,Ade Smt M.R. div> div>Bhuvaneswari,Cabs Smt Smt Fahema A.G.J.,Cair Shri R. Kamalakannan,Cemilac Josephine Nirmala女士,Dare Shri Kiran G. div>Gusain,Sase Chennai Smt S Jayasudha,Cvrde Dehradun Shri Abhai Mishra,Deal S.K. div>Mishra,Irde Delhi Shri Amit Pasi,Cfees Dipti Prasad博士,Dipas Dr Nidhi Maheshwari博士,Dipr Shri Ram Prakash,Dtrl Shri Navin Soni,Inmas Shri Anurag Pathak,Insa shri anurag Pathak,Issa D.P.P.P.P.P.P. div>Ghai,Lastec MS Noopur Shrotriya,Sag Rachna Thakur博士,SSPL Gwalior Dr Manorama Vimal博士,Drde Haldwani Dr Atul Grever博士,Diber Ranjit Singh Hyderabad博士J.K. Rai,Anurag Shri A.R.C. div>Murthy,DLRL Manoj Kumar Jain博士,DMRL K Nageswara Rao博士,Drdl Jodhpur Shri Ravindra Kumar,DL Kanpur Shri A.K. div>Singh,DMSRDE KOCHI SMT LEETHA M.M. div>Pandey,Arde J.A. div>Kanetkar博士Himanshu Shekhar博士,Hemrl Anoop博士Anand,研发
, DRDE Haldwani Dr Atul Grover, DIBER Dr Ranjit Singh Hyderabad Dr JK Rai, ANURAG Shri ARC Murthy, DLRL Dr Manoj Kumar Jain, DMRL Jodhpur Shri Ravindra Kumar, DL坎普尔 Shri AK Singh,DMSRDE 科钦 Smt Letha MM,NPOL 列城 Dr Tsering Stobden,DIHAR 浦那 Shri AK Pandey,ARDE Dr JA Kanetkar Dr Himanshu Shekhar,HEMRL Dr Anoop Anand,R&DE(E) 特兹普尔 Dr Sibnarayan Datta
阿格拉 Shri S.M.Jain,ADRDE Ahmednagar Col Atul Apte,Shri RA Shaikh,VRDE Ambernath Dr Susan Titus,NMRL Bengaluru Shri Satpal Singh Tomar,ADE Smt M.R.Bhuvaneswari,CABS Smt Faheema A.G.J.,CAIR Shri R. Kamalakannan,CEMILAC Ms Josephine Nirmala,DARE Shri Kiran G.,GTRE Dr Sushant Chhatre,MTRDC Chandigarh Shri Neeraj Srivastava,TBRL Dr H.S.Gusain,SASE 钦奈 Smt S Jayasudha,CVRDE 德拉敦 Shri Abhai Mishra,DEAL Dr S.K.Mishra,IRDE Delhi Amit Pasi 先生,CFEES Dipti Prasad 博士,DIPAS Nidhi Maheshwari 博士,DIPR Ram Prakash 先生,DTRL Navin Soni 先生,INMAS Anurag Pathak 先生,ISSA D.P. 博士Ghai,LASTEC Ms Noopur Shrotriya,SAG Dr Rachna Thakur,SSPL Gwalior Dr Manorama Vimal,DRDE Haldwani Dr Atul Grover,DIBER Dr Ranjit Singh Hyderabad Dr J.K. Rai,ANURAG Shri A.R.C.Murthy,DLRL Dr Manoj Kumar Jain,DMRL Dr K Nageswara Rao,DRDL Jodhpur Shri Ravindra Kumar,DL Kanpur Shri A.K.Singh,DMSRDE Kochi Smt Letha M.M.,NPOL Leh Dr Tsering Stobden,DIHAR Pune Shri A.K.Pandey,ARDE 博士 J.A.Kanetkar Himanshu Shekhar 博士,HEMRL Anoop Anand 博士,R&DE(E) Tezpur Sibnarayan Datta 博士 Sonika Sharma 博士,DRL
Agra Shri S.M.Jain、ADRDE Ahmednagar Col Atul Apte、Shri RA Shaikh、VRDE Ambernath Susan Titus 博士、NMRL 班加罗尔 Shri Satpal Singh Tomar、ADE Smt M.R.Bhuvaneswari、CABS Smt Faheema A.G.J.、CAIR Shri R. Kamalakannan、CEMILAC Josephine Nirmala 女士、DARE Shri Kiran G.、GTRE Sushant Chhatre 博士、MTRDC 昌迪加尔 Shri Neeraj Srivastava、TBRL H.S. 博士Gusain,SASE Chennai Smt S Jayasudha,CVRDE Dehradun Shri Abhai Mishra,DEAL Dr S.K.Mishra、IRDE Delhi Shri Amit Pasi、CFEES Dr Dipti Prasad、DIPAS Dr Nidhi Maheshwari、DIPR Shri Ram Prakash、DTRL Shri Navin Soni、INMAS Shri Anurag Pathak、ISSA Dr D.P.Ghai、LASTEC Noopur Shrotriya 女士、SAG Rachna Thakur 博士、SSPL Gwalior Manorama Vimal 博士、DRDE Haldwani Atul Grover 博士、DIBER Ranjit Singh 海德拉巴博士 J.K. Rai,ANURAG Shri A.R.C.Murthy,DLRL Manoj Kumar Jain 博士,DMRL K Nageswara Rao 博士,DRDL Jodhpur Shri Ravindra Kumar,DL Kanpur Shri A.K.Singh,DMSRDE Kochi Smt Letha M.M.,NPOL Leh Tsering Stobden 博士,DIHAR Pune Shri A.K.Pandey,ARDE J.A. 博士Kanetkar Himanshu Shekhar 博士,HEMRL Anoop Anand 博士,R&DE(E) Tezpur Sibnarayan Datta 博士 Sonika Sharma 博士,DRL