Questions across 4 calls

Abdulkader Puranwala

Firm not listed in source transcripts

Biocon Limited

Biocon Limited CC-Feb26.pdf · 2026-02-13

Just two questions from my end. First, on the generic space. So , Novo Nordisk is now talking about launching vials in next year, citing generic threats. So how do we perceive this and versus the investments what we have done currently?

Understood. And just a final one on your biosimilar growth. So sorry for hampering on this. But if we look at the nine -month number of 17%, would it be possible to split this across, your older products versus the new products what you have launched in the last six to nine months?

Biocon Limited CC-Nov25.pdf · 2025-11-12

Yes, hi. Thank you for the opportunity. This is Abdul Puranwala from ICICI Securities. So just a couple of questions as a follow -up on the draft guidance. So, sir, what is your reading in terms of the market share improvement to what biosimilars can see p ost these norms on the interchangeable status kind of fading away or the study is no longer required. And a second one on that front, when we talk about rise in market share being inversely proportionate with the selling price, going ahead, what is the kind of erosion now you see in this particular arena as the competition intensity kind of picks up?

Got it. And just one final one, if I may. So, with this net debt reduction now, are we kind of laying out a road map for where we see the overall debt levels or net debt levels in the next couple of years?

GlaxoSmithKline Pharmaceuticals Limited

GlaxoSmithKline Pharmaceuticals Limited CC-Feb26.pdf · 2026-02-09

Yes, hi, sir. Thank you for the opportunity. It's Abdul Qadir Puranwala from ICICI Securities. So my first question is with pertaining to your three verticals. So just wanted to get some sense from you as to, you know, in the last, say, couple of years and this quarter, how would the growth across your general medicines and respiratory portfolio specifically would be? And on the vaccine side as well, we've talked about Shingrix doing well, but then on the residual side, if we look beyond Shingrix, how the volume growth in the residual portfolio also if you could throw some light on?

Okay. Okay. So just on that then, what explains the Q-on-Q dip of nearly say close to 10%, if I strip off, close to INR16 crores of one-time benefit again what we had in last quarter? So, I think employee cost is down on Q-on-Q basis, so if you could help me understand the reason for this dip?

GlaxoSmithKline Pharmaceuticals Limited CC-Jun25.pdf · 2025-08-01

Hi. So, thank you for the opportunity. So, first question is with regards to your general medicine portfolio. And I understand that a lot of your brands have been gaining market share. But if we just try to deep down and understand the overall targeted market and the efforts being taken to grow the entire category, could you highlight some of the efforts that you have taken, say, for Augmentin or Calpol in the recent times to ensure the kind of volume uptake which is happening here?

Sure sir, understood. Thanks for that. And sir, when you talked about the 2% impact on growth because of CMO operations, so could you also highlight the brands in which the growth would have got impacted? Is it Calpol or a few more brands as well?