Stockrabit · Analysts
Questions across 38 calls

Abdulkader Puranwala

ICICI Securities

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Mar25.pdf · 2025-05-13
Sir, my first question is with regards to your O&M beds. So by FY '27, when we complete majority of our bed addition program, what percentage of your overall bed capacity would be towards O&M?
Okay. Understood. And sir, next is on the Telangana cluster. So if you look at occupancy, which you now report on the operational bed, it's close to 50%, and you're already clocking over 30% kind of an EBITDA margin. So for this particular cluster, where should we see the occupancy moving in the next 2, 3 years kind of a time frame and a sustainable EBITDA margin level for the next 3 years' perspective, if you could share?
Krishna Institute of Medical Sciences Limited CC-Mar24.pdf · 2024-05-17
Sir, just on the brownfield bed addition in Telangana and Andhra region. So could you just highlight the number of beds what you would be adding in the next 2 to 3 years in each of the core clusters?
Got it. Then on the capex front, so now that Thane is going to be entirely funded and Nashik is coming up plus Bangalore and Kondapur as well. I mean so how do you see the debt profile of the company and this capex program would be entirely funded through debt? Or there will be substantial amount of approvals as well.
Krishna Institute of Medical Sciences Limited CC-Sep23.pdf · 2023-11-08
Good morning and thank you for the opportunity. My first question is on the Nagpur facility so if I go as per your investor presentation in Nagpur you are already clocking an occupancy of around 80 odd but on the margin side at 80% occupancy the margin still seems to be quite lower as compared to what we are doing at a company level so how should we see margins and overall revenue trajectory in Nagpur going ahead?
Okay. Just to clarify if I would have understood this correctly that though we have 250 beds operationalized currently but in terms of the medical staff and the doctors what we have is properly aligned to the actual bed capacity which is 334 so it is a matter of where you operationalize the remaining but you will able to scale up the margins here is that the correct understanding?

Dr. Reddy's Laboratories Limited

Dr. Reddy's Laboratories Limited CC-Mar25.pdf · 2025-05-09
Hi sir. Thank you for the opportunity. Sir, my first question is on your India business, where you talked about 6% growth, excluding the vaccine business. So , how should we see this portfolio ramp-up happening next year? Any areas where you think the growth was a little lower this year? And then next year, how should we model this business for?
Got it. And sir, my next question is with regards to the recent updates coming from the U S in terms of a certain concession on the regulatory front being offered by the U S agencies, as well as they talking about increasing the intensity of surprise inspections for plants based out of India and China. So sir, would love to hear your take on these developments coming from the U S market?

Piramal Pharma Limited

Piramal Pharma Limited CC-Dec24.pdf · 2025-01-29
Thank you for the opportunity and congrats on good set of numbers. My first question is in relation with your cost optimization measures . While a good amount of that is visible into this particular quarter, but if you could highlight a couple of strategic initiatives, what you are taking and the kind of impact that will be seen in the EBITDA margins ahead would be helpful. Thank you.
Got it. Thank you. And my second question is pertaining to the new contracts, what you obtained in the complex hospital generics. Firstly, on what would be the tenure of this contract? And secondly, if we see the growth acceleration which is happening in this particular quarter, how much of that is because of this new contract?
Piramal Pharma Limited CC-Mar24.pdf · 2024-05-13
Just first question on this CDMO business on the innovation side again. So, I understand about your early teen guidance, but if you could throw some highlight as to how the order book is looking for next year and you know, is that visibility improving as compared to where we are a year or two years ago? So, that would be helpful.
And just a couple of questions on the quarterly numbers. So, this quarter particularly, the gross margins were a little weaker as compared to where we are in the earlier quarters despite the CDMO business doing that well. So, can you throw some light to help us understand how the gross margins we should build up for the coming years?

Natco Pharma Limited

Alkem Laboratories Limited

Alkem Laboratories Limited CC-Sep24.pdf · 2024-11-13
Sir, a couple of questions. First, on the U.S. front. So any color you would like to provide with regards to s acubitril-valsartan launch? And any update on -- are we into a litigation into this product? Or by when launch this product into the U.S. market?
Okay. Sure. Understood. And second is on the Enzene business. So in terms of the biosimilars, can you provide us any update on the development time line of the existing products what you were doing?

Fortis Healthcare Limited

Ajanta Pharma Limited

Ajanta Pharma Limited CC-Sep24.pdf · 2024-10-28
My first question was pertaining to the second half of fiscal '25 in terms of revenue. So this quarter, we saw good growth in Asia and Africa. But I think in your opening remarks, you mentioned that Africa will closely move to that mid -teen kind of growth while India growth is also now expected anywhere between 9% to 10%. So I mean could you help us understand how should your second half of fiscal '25 look like? And second -- Yes, so that will be my first question.
And my second question is pertaining to the freight cost. I mean, any improvement what you have seen into the kind of surge we are witnessing previously, or any thoughts/comments would be helpful.
Ajanta Pharma Limited CC-Jun24.pdf · 2024-07-30
Congratulations on good set of numbers. Sir, my first question is with the Africa Branded Generics business. So, in your opening remarks, you alluded to a lower base, but even if we see from a historically run rate perspective, we have done substantially well this quarter. Sir, going ahead, what is the kind of revenue run rate we should see in this particular segment?
Got it, sir. Helpful. And second question was with relation to your working capital. So with the kind of improvement we have done this particular quarter, would you like to highlight some measures that you've taken to curtail on your working capital or some change in policy, which has led to this kind of an improvement?

Apollo Hospitals Enterprise Limited

Apollo Hospitals Enterprise Limited CC-Mar24.pdf · 2024-05-31
Just two questions from my end. First is on the court case, which was in our public litigation, which has been filed with regards to curbing the hospital price, rates at which the surgeries are performed. So, any update on that front? I mean, you could provide if it is helpful.
Got it. Just a second question, again, on this. So, there have been talks about some revision to happen on the CGHS rate. I mean what could be the impact on Apollo? Or what is the kind of benefit, which...

Vijaya Diagnostic Centre Limited

Glenmark Pharmaceuticals Limited

Glenmark Pharmaceuticals Limited CC-Dec23.pdf · 2024-02-16
Yes. So just on the India business again. So with this rationalization, just wanted to understand that how does the channel inventory look like now as compared to where we were a year ago or 6-months ago? And going ahead, how is the inventory level going to be maintained in the market?
Sure, sure. Understood. And secondly, sir, on the Monroe pla nt, so once that becomes operational in next fiscal, I mean, what is the sales benefit in terms of that plant could add and the number of products which could be relaunch into the market?

Sun Pharmaceutical Industries Limited