Questions across 5 calls

Ankush Mahajan

Sanctum Wealth

Emcure Pharmaceuticals Limited

Emcure Pharmaceuticals Limited CC-May26.pdf · 2026-05-05

My question is related to the India business. So, if you see there are different parts in the India business. Semaglutide and Sanofi business. So, despite all these parts our growth is just 5%. So, I just try to understand what kind of growth we have seen in base business than other business also. And what we are, as compared to the previous questions, we are realizing that the peers, those have acute portfolio are f acing such problems like the restructuring of the team and all. So, the growth is almost delayed for a few quarters. So, would you throw some more light on that part?

My assessment is that we are almost lost INR80 crores to INR90 crores of business in the first quarter, sorry, in the last quarter, Q4 quarter from Zuventus side. So, but half of that, we have grown in the semaglutide side and others also. So, this growth should be on the higher side?

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Feb26.pdf · 2026-02-13

So, thanks for the opportunity. I just try to understand s ir, that if the end product is giving a growth of mid-double digit growth, that is showing strong prescription on their side also. New markets are also expected to grow in Japan. So, just trying to understand the nature of this supply chain, how this stocking and destocking happening actually, so would you throw some more light actually? Because the end product is doing very well, growth is there, then they stock it at the earlier level. Can we say before two, three quarters, they stock up raw material earlier at two, three quarters before the launch and something like that?

So, this is the lag of three quarters?

Sai Life Sciences Limited

Sai Life Sciences Limited CC-Sep25.pdf · 2025-11-07

Sir, thanks for the opportunity. Most of the innovator companies are investing in the US. So any impact on our business related to it?

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Jun25.pdf · 2025-08-07

Sir, this time, the international customers, that growth is quite good. Would you throw some more light that how could we trend for the next three quarters for the international customers? And what are the main geographies that these customers are coming? That's one part. Second, sir, this is related to robotic machines. So how many robotic machines we have? And this year, how many we are expected to bring new robotic machines? And what kind of capex we are doing on the robotic machines?

Sir, what kind of capex we are doing for these four robotic machines?

Divi's Laboratories Limited

Divi's Laboratories Limited CC-Jun25.pdf · 2025-08-06

Sir, as you are expecting new molecules in next 12 to 18 months and from the value -added molecules with the innovators, so we could expect that there is a increase in asset turnover. Can we say sir, that could also lead to the operating leverage in upcomin g, we can say in next 9 months?