Congrats for the good set of numbers. Sir, just try to understand what is the revised guidance for the hospital margins?
Questions across 10 calls
Ankush Mahajan
Axis Securities
Fortis Healthcare Limited
Cipla Limited
Very strong margins this time that has led to the expansion of EBITDA also. So, sir, what are the reasons behind it and how do we see gross margins stand in upcoming quarters?
So, sir, what is the sustainable trend now? So, are we increasing our EBITDA margin guidance or something?
So my question is related to we have Revlimid sales and Lanreotide. I try to understand that what about our base business sir, how it performed in the last quarter?
I am talking about the base business.
Sir, with this year, we are launching one peptide product and except this product what is in the pipeline, will you throw some light on the pipeline of the products?
Despite these peptides, what are the other products?
Krishna Institute of Medical Sciences Limited
Congrats for a good set of numbers. Sir, my first question is, if we see from the last four quarters, earlier, we have a -- on a consolidated basis, we have an ARPOB in the range of INR30,000, INR31,000. Now it is in the range of INR38,000, INR40,000. So what are the reasons behind it that the ARPOB has increased? First one. And the second one, if you see across the industry for second quarter, the major growth is driven by the increase in occupancies, but in our cases the growth is majorly increased by the ARPOB growth and occupancies has come down. So would you throw some light on it?
And sir, last one is what is the margin guidance for the full year, EBITDA margins?
Ajanta Pharma Limited
Sir, my question is related to the US business. Now the US run rate is Rs. 222 crore, Rs. 230 crore from the last 2 quarters. So I'm just trying to understand, sir, if you throw some more light, what is your strategy for US markets for the next 2, 3 years, how -- what kind of a run rate that we can look and what are the new launches that we can expect in the US market?
So sir, what kind of run rate we can expect in upcoming quarters?
I joined the conc all in a latter part. Sir, as we have seen in the PPT in the Indian business, the cardio division is showing some decline. So , what is the reason and what is the outlook for it? And related to this, our US business, the growth is there, it's a quite commendable growth and what are the reasons behind it?
So, any competitiveness that we are losing market share in cardiology?
Dr. Reddy's Laboratories Limited
Thanks for the opportunity. Sir, if you see that we have U.S. sales of $390 million. On sequential basis, it has decreased. Just trying to understand, sir, if this decrease is in the base business or in the gRevlimid business?
Sir, what is the full year guidance of EBITDA margins for FY25?
Sun Pharmaceutical Industries Limited
This is in extension to the gross margins, a very healthy improvement in gross margins Q-on- Q. Sir, as we are launching new products in the specialty this year also, the product mix is changing towards specialty. So there is any further scope of improvement in gross margins?
Okay. So we can say wha tever we are spending on R&D that could be set off by the improvement in gross margins?
Sir, I am just looking at a very good set of number for the specialty, the 7.5% growth on Q- on-Q also, so if I said take two reasons like one is the US market and other is other market, so can we say that the other market is going faster for the specialty and still there is a scope that we are looking for the new geographies to enter for the specialty?