Questions across 4 calls

Anubhav Sahu

MCPro Research

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2025-10-23

A couple of questions. First, on the CDMO business for Animal Health and Crop Science end markets. So doctor, wanted to understand how is the commercial ramp -up of these facilities dedicated to this? And in Q2, is there any material contribution from these two end markets? And if you could also provide some understanding what would be the capacity utilization of these facilities?

Okay. I mean, so largely for these two segments, the validation qualification stage is what we are in. And the CMO opportunity, if I recollect, for the animal health, that's already done with, right? And there's no contribution for that in this Q2, or is there?

Laurus Labs Limited CC-Oct25.pdf · 2025-10-23

A couple of questions. First, on the CDMO business for Animal Health and Crop Science end markets. So doctor, wanted to understand how is the commercial ramp -up of these facilities dedicated to this? And in Q2, is there any material contribution from these two end markets? And if you could also provide some understanding what would be the capacity utilization of these facilities?

Okay. I mean, so largely for these two segments, the validation qualification stage is what we are in. And the CMO opportunity, if I recollect, for the animal health, that's already done with, right? And there's no contribution for that in this Q2, or is there?

Himadri Speciality Chemical Limited

Himadri Speciality Chemical Limited CC-Mar25.pdf · 2025-07-18

Hello. Yes, thanks for this. My question is regarding competitive landscape within the domestic end market for the carbon black. I mean, we have been doing quite good on the export side, but how is it in the domestic side given that there's a bit of a muted auto end market scenario ? Secondly, we have been in the flow of dumping of carbon black from Russia, so any comments on that, please?

Yes, I got it from last call. In fact, Birla Tyres carbon black actually comes from other players, it's probably because of the cost advantage you mentioned.

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Sep24.pdf · 2024-11-11

So I want to understand, since we have been exploring various types of hospital business models for the last few years, whether it's O& M or lease or doctor partnership. So for the inorganic initiatives, could you summarize what are the key parameters we are looking at while finalizing the target? And what payback period, peak debt equity, etc we are looking at? And if you can also define or redefine the catchment area we are looking at?

So I want to understand what are the key parameters we are looking at while finalizing a target for inorganic this thing. So I mean, maybe in terms of payback period we are looking at for the target and what peak debt to equity we are comfortable at the group level when we are looking at this kind of acquisition over the year?