Stockrabit · Analysts
Questions across 3 calls

Akul Broachwala

Avendus Investment Managers

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Mar25.pdf · 2025-05-15
So I just wanted some further details on how you are planning to ramp up Unit 3. I understand that the facility is already ready, but in terms of regulatory approvals and how are you looking at the time lines for ramp-up of Unit 3, that would be great.
And do you believe that Unit 3 is going to be a fair contributor for our overall growth that you envisage over the next 3 to 4 years? Or is there anything else as well apart from, maybe, in terms of facilities that's going to add up to our growth prospects?
Neuland Laboratories Limited CC-Sep24.pdf · 2024-11-06
Just wanted your insights on the recently sort of commercialized molecule by the large customer. And as it was getting discussed that there are some further increasing possibilities of new molecules as well from the same set of customers. So just wanted so me qualitative thoughts around this entire collaboration. I mean, how are you looking this move forward? Some thoughts around this?
Sure. Understood. And with regards to the revised guidance that you've given for this year, so like what's pushing you to undertone your guidance? Is it specifically coming from the development side of your of the CMS business where the biotech funding has just recently kind of started to improve. , are you kind of witnessing some sort of slowdown in that part of the business, which will take some time to pick up?

CCL Products (India) Limited

CCL Products (India) Limited CC-Sep24.pdf · 2024-11-06
So just wanted your thoughts around the volume growth that you are kind of witnessing. First of all, like, is it driven by spot orders? Or are you actually seeing some sort of buildup in the order book over and about 3, 4 months? Is that the case that's happening?
Understood. And like for the new capacity that we have, what sort of plan are we kind of targeting? Like are we approaching new geographies, new set of customers? Or basically, are we just trying to again look back into our existing set of customers and probably gain further wallet share? So some understanding around the new capacity that we have, how we are planning to tie those capacities over the next 2, 3 years?