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Aditya Chheda

InCred Asset Management
2Calls
2Companies
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MAXHEALTH

Max Healthcare Institute Limited

All company calls
Max Healthcare Institute Limited CC-May26.pdf
22 May 2026
Open call
  1. Hi, thank you for the opportunity. It seems like confusion regarding the discontinuation of chemo drugs due to MoU conditionalities, this is specific to Max Healthcare in a region or th is is industry -wide pan-India. And if I understood it correct, it had a knock of negative impact on revenue to the tune of INR130 crore, and they had around 16-17% EBITDA margins, if you can help clarify that?

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  2. Is this the quarterly impact?

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  3. Got it. Thank you. Thanks for the clarification.

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NEULANDLAB

Neuland Laboratories Limited

All company calls
Neuland Laboratories Limited CC-Nov25.pdf
7 Nov 2025
Open call
  1. Hi. So, my question is on the comment made on the GDS segment, the specialty business being subdued. Can you throw some more light about what is happening in that segment, whether it is competitive intensity, etc.? And there was an element where some of the products were shifted into Prime, if we can talk about the segment as a whole and also on specialty, how should we think about growth directionally in GDS?

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  2. I am referring to the products moved from specialty to prime some time ago.

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  3. So, I want you to talk about existing this competitive pressure or lack of. And as a whole, the GDS segment.

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