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Abdul Puranwala

ICICI Securities
2Calls
2Companies
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IPCALAB

IPCA Laboratories Limited

All company calls
IPCA Laboratories Limited CC-Sep23.pdf
10 Nov 2023
Open call
  1. Thank you for the opportunity. Sir can you provide a rough split of the India versus between the various therapies and how that has grown this quarter?

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  2. Sure and Sir I mean a couple of quarters back we h ad added some MR so I mean in terms of the MR break even or the productivity for those con sidering that the market has slowed down a bit so where are we? Are we still on track of breaking even in two years or given the current market circumstances you think that will take some time?

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  3. Sure understood and Sir a final one if I may so wi th the US plants getting cleared Sir is there any plan ahead of sourcing some CDMO molecule s from the subsidiary which can be scaled up to this plant and cater to the US market?

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+1 more question in this call
TORNTPHARM

Torrent Pharmaceuticals Limited

All company calls
Torrent Pharmaceuticals Limited CC-Sep23.pdf
23 Oct 2023
Open call
  1. So just on the US front, this quarterly run rate of 30 million, so would it be possible to quantify the QoQ decline in terms of what was the one-off impact and the impact of you guys exiting in certain low margin products?

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  2. Secondly on India, so, if you could share the outlook of the market first, and how torrent will be able to grow because if we see Q2, the market itself has grown 4% and our organic or the base business growth of 12%, we have significantly outperformed the market, so, if you could just share your thoughts on how the market growth is going to pan out for fiscal '24 or '25? If you could throw some light.

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  3. On the trade generic business, what we had set up some quarters ago, so how has been the traction there because the 1% volume growth which you mentioned, I does that include the trade generic revenues as well and th e number what you have reported ? Going ahead on the acute side, how do we see some traction building up in this particular segment?

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