Stockrabit · Analysts
Questions across 34 calls

Amey Chalke

JM Financial

Vijaya Diagnostic Centre Limited

Vijaya Diagnostic Centre Limited CC-Sep24.pdf · 2024-11-07
The first question I have basically on the growth. We have delivered around 22% organic growth for the quarter. I understand it is led by seasonality, but I believe even in seasonality, this kind of growth, we have not seen earlier. Does that leave some scope to increase our growth guidance organic growth guidance for the year from mid-teens to towards high teens? Also, if you can explain the reasons for high volume growth apart from the PH contribution, which has delivered more than 20%?
Sure, sure. The second question I have is on the Gurgaon and Bangalore. Both the places, we are showing intent to grow presence organically. So if you can elaborate on our plans in both these regions for the next 2 to 3 years? And also, as you grow in thes e other regions, the new regions, do you expect to deliver similar profitability? Thank you, and I will join the queue.

Dr. Reddy's Laboratories Limited

Dr. Reddy's Laboratories Limited CC-Sep24.pdf · 2024-11-05
Thank you for taking my question. My first question is on Revlimid. So, in first half, whatever the sales we might have booked for lenalidomide, do you expect the sales to be similar in second half? Or you expect the run rate to be on the lower side?
Sure. The second question I have, if you can tell us about the preparation for the GLP-1 products for both US and ROW markets, which are going to face patent expiry or where we are going to launch these products.
Dr. Reddy's Laboratories Limited CC-Jun24.pdf · 2024-07-27
Thank you for taking my question and congrats on a good set of numbers. The first question I have on the US business - for the quarter, we have seen a good quarter-on-quarter jump, almost US$50 million to US$60 million. Is it possible for the management to give some breakup? How much would be contributing from the new product launches, which we have recently done? And how much would be from the base business improvement?
So, going ahead, how should we think of the quarterly US run rate? Is it normalized from here or do you expect it to maintain at US$450 million?

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Sep24.pdf · 2024-10-23
The first question I have is on the Suburban for the improvement in the operational performance for QoQ. Is it possible for the management to clarify? Slight margins have improved to 20%, last quarter it was around 14%. What were the drivers during this quarter, is it only the operating leverage which has played out or something else which we should watch?
Going ahead, how should we think the trend for the following quarters for 3Q and 4Q because 3Q could be stronger, but again, there could be a weaker quarter, so like how should we think about for a whole year?
Dr. Lal Path Labs Ltd. CC-Mar24.pdf · 2024-05-10
Congrats on a good set of numbers to the management. The first question I have is, is it possible for us to gain volume growth for Delhi and rest of the North India region region. And second, in Delhi we are seeing a lot of hospital chains coming back to their own lab business. There is a captive business as well, but they're also venturing into the outside market. Are you seeing the impact of this activity on your business?
Sure. And the second question I have is on Tier-3 contribution which is around 34%. Is it possible for us to give example of the cities what you consider in the Tier-3? And the second thing is that we see in the labs as a proportion of total labs around 40%, but the PUP number seems to be on the higher side, the collections number seems to be on a higher side. So . is the business model a bit different, you need to invest much more on the collection center side when you go for the Tier-3?

Global Health Limited

Global Health Limited CC-Jun24.pdf · 2024-08-09
The first question I have is on the matured hospital, here our growth is around 10% and ARPOB growth is around 3%, is it possible for the management to give some outlook for next two years how the performance would be for this for next two to three years, and what levers we have to tie the growth in the mature hospital. Thank you.
So, just to summarize, so is it fair to say the improvement in the occupancy, some optimization on the ALOS and the improvement in the international patients going ahead would be the drivers for these segments?

Max Healthcare Institute Limited

Max Healthcare Institute Limited CC-Jun24.pdf · 2024-08-02
The first question I have is in Lucknow Sahara unit. I understand that we have a plan to expand the unit to 550 beds and then there is another tower which could come up. But what is the near-term action plan for the existing units of the 250 bedded unit in terms of the speciality addition, etc. ARPOB, I believe, is substantially low, so what would be the drivers going ahead for this unit to improve the ARPOB?
So, this oncology addition, etc. should we expect it in the existing unit or it will happen once the expansion for the bed addition happens?

Divi's Laboratories Limited

Divi's Laboratories Limited CC-Mar24.pdf · 2024-05-25
Congrats on a great set of numbers. The first question I have is this full year, the generic business has seen a good amount of price erosion for our few set of molecules. However, we have been successful enough to gain market share in some of these products. So is it possible for the management to give volume price breakup on an average, how it has been for the year for the Generic segment and the outlook on the same for FY25?
So we expect going ahead pricing erosion to be there. At the same time, the volumes will keep supporting the growth?
Divi's Laboratories Limited CC-Dec23.pdf · 2024-02-10
I have 2 questions. The first one is on the innovator projects or the custom synthesis projects that you were talking about, the 2 projects. Is it possible to explain whether these projects are lifecycle management projects for the clients where the patent expiry has already happened or about to happen or these are newly commercialized or novel projects where the patent protection would be there? That is the first one. And the second question I have is on the capacity front. If you can explain the final gross block number for the Kakinada and also the GLP-1 capacity.
Sir, on the Kakinada block, how much would be the CAPEX we have spent or the asset which we are booking on the balance sheet, if you can?

Mankind Pharma Limited

Mankind Pharma Limited CC-Mar24.pdf · 2024-05-16
Congratulations to the management for good set of numbers. The first question I have is on the new product launches. Our growth contribution has been around 3% for last consecutive 2 years. So is it possible for you to give more color on the new product launches in terms of therapies, molecules, etc? And how it looks like for the next 2, 3 years? And the second question I have on the pricing side. We are already I believe we must have taken price hike for this year. Like the last year, we understood that the raw material prices had gone up. The price hike components may have been on the higher side. So this year, the raw material prices have gone down significantly. So how does it look like for this year, the price growth component for our business?

Gland Pharma Limited

Gland Pharma Limited CC-Dec23.pdf · 2024-02-14
So I have a couple of questions. First is we're a clients company. So we have been seeing that we will -- as a source of the products we typically supply to multiple clients. But I have not seen a client addition in some of our key products. So, if you can highlight the same, are there any major client additions on the top 10 products that would have already taken place over the last 1 or 1.5 years? And how will it pan out over the next one year?
Sure. So there is another question related to this. There are a lot of shortages if you see the U.S. FDA shortage list. There are at least 2 or 3 products oncology products; we're already there in those products like cisplatin or a couple of platins, which are there. Then there are two large products from our top 10 list, like heparin and Ketorolac. So are we -- have you already benefited from these products? Is it there in the numbers, U.S. numbers? Or do you expect that going ahead, there could be a volume ramp-up, which would happen in these products? Or is there any chance of client addition in this kind of product where there is a shortage, where we have the capacity, but the other competitor may not have it?

Cipla Limited

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Jun24.pdf ·
The first question I have is on the Taro integration. Is it possible for the management to outline the integration benefits coming out of Taro consolidation, like in terms of manufacturing landscape, etc., i s it possible to quantify the impact on the cost or margin.?
Sir, second question I have is on the US generic market, we have 3 units which have been affected by the regulatory issues. Is it possible to tell how much of our spending pipeline for the US is affected by because of these plants and are there any meaningful launches for the US generic markets in the coming years?