I have been a shareholder of Laurus since 2018 . One thing I learned is , when we invest in a company it is bet on the management . When we look at Laurus in 2018 vs 2023 . They came a long way from an ARV API company to where they are now .
In last few quarters there was a gap in management expectations Vs reality . I wish they are little more conservative when projecting the future .
I really like the way , they are investing in all new technologies , which if they are able to scale and execute ( I mean a Big IF ) , where would Laurus land 5-10 years from now .
I would be more interested in looking FY25-26 numbers when all the capex they are doing reflect in their financial statements.
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