Stockrabit · Analysts
Questions across 4 calls

Aman Kumar Singh

Firm not listed in source transcripts

Ajanta Pharma Limited

Ajanta Pharma Limited CC-Dec25.pdf · 2026-01-30
Yes, good evening. I have 2 questions to ask. One is about the dividend payouts in terms of percentages of PAT, we have maintained both payout in terms of dividend and buyback in last 4, 5 years in a range between 60% to 80%. This year, we have given a payout of about 44%. Do we expect the similar kind of a payout from the trend what we have seen in the past?
Yes. And another question is that we are nearing becoming a $500 million turnover company what is our road map or a plan to go from $500 million to $1 billion company? Please elaborate on this?
Ajanta Pharma Limited CC-Mar25.pdf · 2025-04-30
Yes, good evening, all. Congratulations for giving us a good result. But I just also wanted to have a dream. I am associated with this company right from the IPO days, I mean, when we came up in the IPO. Just wanted to know that when we are going to achiev e $1 billion mark as a part of our sales? And similarly, now we have at least one milestone I can see that we are nearing Rs. 1,000 crores net profit mark. So, when we expect at least $1 billion of sales, expectation from my side? And at least $250 million of profit from Ajanta Pharma?
No, the rate at which we are growing, I think, it is 11%, 12%, 15% of rate of growth will actually lead us to $1 billion market in not less than another five to six years' time. So, this can be little, because if there are other opportunities what our company can explore, and then put some growth drivers into it. So, like as you were saying about, recent regulations that is happening in US, so similarly they are also coming up, they are giving boost to CDMO and CDS, all those kind of players. So, if we can broaden up our portfolio base in some way s so that we can increase our sales. So, like an optimistic view from my side, and I also want us completely to achieve it.
Ajanta Pharma Limited CC-Mar24.pdf · 2024-05-02
Congratulations to the management for doing such a good business in the entire financial year of FY'24. One thing what actually I am seeing is our company is coming back on [inaudible 0 25:34]. In financial year '21, our overall performance was very good in terms of percentages, like the EBITDA margin was nearly 35%. And the PAT margin was about 23%, 24%. So how do we can we go back to that kind of a level in coming years?
In PAT margin, can we improve our percentages from currently 19% to at least 21%, 22% in future?