Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2025-04-24
Yes, Thanks for giving me this opportunity. Before I ask my question, I would like to acknowledge the fact. During difficult times, you assumed responsibility, Dr. Satya and Raviji, both of you. But now that you have made significant turnaround, you are fully acknowledging the team's contribution in your press release. I mean, this signals everything about the culture at Laurus Labs. And I'm sure Soumya and Krishna will take this strong fabric of culture to the n ext level internally. Coming to my question, Slide 14 says 30% increase in continuous flow and 40% increase in biocatalysis. And then on Slide 26 and 25, you're saying 1.5x expansion in client - base YOY. And we can see that 20 new projects are being added to the human CDMO. Can you add some color and help us link these very strong indicators together? So, we know that ex-China Laurus holds the leading position in the design and manufacturing of our enzymes, as well as large -scale continuous flow manufacturi ng. How can we leverage this unique advantage to secure partnerships for those projects where innovators are actively seeking for a credible option outside China? Thank you.
That's helpful. Dr. Satya, as many innovators are looking for a China -free supply chain all the way to KSM and intermediate today, what's our preparation at the moment and what are we doing to de-risk our indirect dependency on China? So, by indirect, I mean our intermediate supplier may be dependent on China for KSM today, but innovators are actively seeking for 100% indigenous India supply chain. And is the recent INR5,000 crores capex announcement is a step in that direction?