Stockrabit · Analysts
Questions across 5 calls

Anubhav Agarwal

Firm not listed in source transcripts

Zydus Lifesciences Limited

Lupin Limited

Lupin Limited CC-Sep24.pdf · 2024-11-08
I just want to get some more clarity on the specialty business where you had a new president as well last month. So, what areas you're trying to focus here? What will be risk appetite? How do you want to build it? Earlier the company was focused more on the women's specialty area. How are you thinking about it here?
So just one sub-part of clarity on this question. So do you see yourself or Lupin basically acquiring mid-size assets here, USD 100 million to USD 200 million kind of assets, bouquet of about three - four products over a period of three, five years. Or is that the way when you say cautiously build this up?

Aurobindo Pharma Limited

Aurobindo Pharma Limited CC-Dec24.pdf ·
Yeah. Hi, guys. Good morning to all. Two questions, one is for Yugandhar Sir. First on the injectable business, when I look at IQ VIA data, I do not see significant ramp up over last two or three quarters. The sales are just languishing. I understand that you guys been shipping this quarter had cut -off effect etc., but is it just a production problem where you say that you have 50% capacity utilization or there is unwillingness from the customer side to take product because of Eugia-3 situation?
And on the utilization, the reason utilization is low because CAPA progress is happening, does the facility still have lot of consultants over there?