Top Tweets for #AvienceBio

about 1 month ago

#SME #Avience #AvienceBio #AvienceBiomedicals Avience Biomedicals Q4 FY26 Concall Highlights: 👉FY27 & Future Outlook : ▫️Confident of at least 60%+ revenue growth in FY27 💠Driven by capacity expansion, product launches, wider distribution, government/PSU tenders and exports 💠New fully automated manufacturing facility targeted for commissioning by Oct-26 (85% complete; remaining work by Sept; operations from 1 Oct). 💠Total project investment ₹30.18 Cr (IPO proceeds ₹15.95 Cr + SIDBI ₹12 Cr + internal accruals ₹2.23 Cr). 💠Focus on biochemistry analyzer manufacturing; WHO-PQ capable facility for global exports. 💠Will phase out existing rented facility 3-4 months after new plant starts. ▫️Product portfolio expansion from 88 CDSCO-approved products to 288+ (recently added 17 licenses; 200+ applications under process). 💠Commercialization of newly approved products + scale-up via new facility. 💠Exports: Target ₹5-7 Cr in current year (already ₹0.7-0.8 Cr in first 3 months); registrations ongoing in multiple countries. 💠Domestic focus on government tenders + private channel expansion (North India first via Mindray OEM exclusive discussions). ▫️Manufacturing vs trading mix expected to move toward 50:50 (from ~27% manufacturing / 72% trading in FY26). 💠💠 on manufacturing 30-100%+ (product-dependent); reagent rental business 40-60%. 💠Capacity utilization: ~15-20% in FY27 on new facility; 50-60% in FY28 (~₹120 Cr manufacturing potential + trading). 💠Peak top-line potential of new facility ~₹250 Cr. ▫️Longer-term: Build integrated diagnostics/medical devices platform; strengthen Make-in-India presence 💠Pursue PPP models (like Krsnaa Diagnostics) once scale/funds allow 💠Expand Mindray collaboration (North India exclusive for select models, then East/South/West). 👉Current Order Book / Projects and Future Pipeline : ▫️₹47.46 Cr order book (government/PSU – primarily Uttarakhand; equipment-heavy) in hand; execution timeline 3-4 months. 💠Supports the 60%+ FY27 growth target on a standalone basis. Additional routine/natural orders continue. 💠New territory entry (Uttarakhand) via government tenders (GEM/portal + relationships); limited field force needed for govt vs private market. ▫️Pipeline: 200+ product applications under CDSCO process; 💠Mindray OEM discussions for exclusive North India distribution of select high-volume analyzers (closed-loop systems with in-house reagents/barcodes). 💠Export registrations ongoing. Broader government tender participation enabled by new capacity (delivery timelines of 45-60 days required). 💠Business model supports recurring revenue: instrument placement on reagent-rental (5-year commitments) + consumables (80-90% closed-loop) + rapid cards (no instrument needed). 💠Service USP: 4-hour uptime guarantee anywhere in India. 👉Other Notable Points : ▫️FY26 Financials (audited consolidated): Domestic revenue mix 98.99% (exports 1.01%). 💠Working capital: Government receivables typically 90-120 days average (can range 45-180 days depending on state/project size); 💠Bankers ready to support CC limits/bill discounting/collateral-backed facilities as orders scale. 💠H1/H2 seasonality: Q2 & Q4 stronger; Q1 & Q3 leaner. ▫️Competitive strengths & strategy: Integrated manufacturing + distribution; 88 CDSCO licenses (regulatory moat) 💠Recurring consumables model; pan-India presence serving govt hospitals, private labs, diagnostic chains (Max, Sarvodaya, Dr. Lal, Labcorp etc.) 💠Authorized Mindray distributor (China #1 / global top-20; area-exclusive for Delhi-NCR + Eastern UP currently). 💠USP currently quality + 4-hour service; future focus on proprietary differentiation. ▫️Industry backdrop: Indian diagnostics market projected to ~₹1,964 Bn by FY30 (~11%+ CAGR); IVD ~57% of market. 💠Rising disease burden, molecular diagnostics, AI/automation, government schemes (NHM, free diagnostics) and health insurance penetration as tailwinds. 💠Import substitution opportunity under Make-in-India (dependency down from ~90% to ~70%) ▫️Subsidies at Medical Device Park: 💠Concessional land/power (₹3.5/unit), ESI/PF employer contribution support 💠7% interest subvention, exhibition/training/testing reimbursements, etc. (central + state).

sachprat07's tweet photo. #SME #Avience #AvienceBio #AvienceBiomedicals

Avience Biomedicals Q4 FY26 Concall Highlights:

👉FY27 & Future Outlook :
▫️Confident of at least 60%+ revenue growth in FY27
💠Driven by capacity expansion, product launches, wider distribution, government/PSU tenders and exports
💠New fully automated manufacturing facility targeted for commissioning by Oct-26 (85% complete; remaining work by Sept; operations from 1 Oct).
💠Total project investment ₹30.18 Cr (IPO proceeds ₹15.95 Cr + SIDBI ₹12 Cr + internal accruals ₹2.23 Cr).
💠Focus on biochemistry analyzer manufacturing; WHO-PQ capable facility for global exports.
💠Will phase out existing rented facility 3-4 months after new plant starts.

▫️Product portfolio expansion from 88 CDSCO-approved products to 288+ (recently added 17 licenses; 200+ applications under process).
💠Commercialization of newly approved products + scale-up via new facility.
💠Exports: Target ₹5-7 Cr in current year (already ₹0.7-0.8 Cr in first 3 months); registrations ongoing in multiple countries.
💠Domestic focus on government tenders + private channel expansion (North India first via Mindray OEM exclusive discussions).

▫️Manufacturing vs trading mix expected to move toward 50:50 (from ~27% manufacturing / 72% trading in FY26).
💠💠 on manufacturing 30-100%+ (product-dependent); reagent rental business 40-60%.
💠Capacity utilization: ~15-20% in FY27 on new facility; 50-60% in FY28 (~₹120 Cr manufacturing potential + trading).
💠Peak top-line potential of new facility ~₹250 Cr.

▫️Longer-term: Build integrated diagnostics/medical devices platform; strengthen Make-in-India presence
💠Pursue PPP models (like Krsnaa Diagnostics) once scale/funds allow
💠Expand Mindray collaboration (North India exclusive for select models, then East/South/West).

👉Current Order Book / Projects and Future Pipeline :
▫️₹47.46 Cr order book (government/PSU – primarily Uttarakhand; equipment-heavy) in hand; execution timeline 3-4 months.
💠Supports the 60%+ FY27 growth target on a standalone basis. Additional routine/natural orders continue.
💠New territory entry (Uttarakhand) via government tenders (GEM/portal + relationships); limited field force needed for govt vs private market.

▫️Pipeline: 200+ product applications under CDSCO process;
💠Mindray OEM discussions for exclusive North India distribution of select high-volume analyzers (closed-loop systems with in-house reagents/barcodes).
💠Export registrations ongoing. Broader government tender participation enabled by new capacity (delivery timelines of 45-60 days required).
💠Business model supports recurring revenue: instrument placement on reagent-rental (5-year commitments) + consumables (80-90% closed-loop) + rapid cards (no instrument needed).
💠Service USP: 4-hour uptime guarantee anywhere in India.

👉Other Notable Points :
▫️FY26 Financials (audited consolidated):
Domestic revenue mix 98.99% (exports 1.01%).
💠Working capital: Government receivables typically 90-120 days average (can range 45-180 days depending on state/project size);
💠Bankers ready to support CC limits/bill discounting/collateral-backed facilities as orders scale.
💠H1/H2 seasonality: Q2 & Q4 stronger; Q1 & Q3 leaner.

▫️Competitive strengths & strategy: Integrated manufacturing + distribution; 88 CDSCO licenses (regulatory moat)
💠Recurring consumables model; pan-India presence serving govt hospitals, private labs, diagnostic chains (Max, Sarvodaya, Dr. Lal, Labcorp etc.)
💠Authorized Mindray distributor (China #1 / global top-20; area-exclusive for Delhi-NCR + Eastern UP currently).
💠USP currently quality + 4-hour service; future focus on proprietary differentiation.

▫️Industry backdrop: Indian diagnostics market projected to ~₹1,964 Bn by FY30 (~11%+ CAGR); IVD ~57% of market.
💠Rising disease burden, molecular diagnostics, AI/automation, government schemes (NHM, free diagnostics) and health insurance penetration as tailwinds.
💠Import substitution opportunity under Make-in-India (dependency down from ~90% to ~70%)

▫️Subsidies at Medical Device Park:
💠Concessional land/power (₹3.5/unit), ESI/PF employer contribution support
💠7% interest subvention, exhibition/training/testing reimbursements, etc. (central + state).

STR

@sachprat07

5 months ago

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 https://t.co/Sto1a1qHIQ 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

sachprat07's tweet photo. 👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.

👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.

———

👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :

💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils

👉Across Different Sectors. One common place.

🔗 https://t.co/Sto1a1qHIQ

👉Stay tuned for more insights
———

⚠️ For educational purposes only. Not investment advice. Please DYODD.

#SMEGems #SMEPlatform #HiddenChampions #SME

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