Questions across 4 calls

Bhavesh Gandhi

YES Securities

Vijaya Diagnostic Centre Limited

Vijaya Diagnostic Centre Limited CC-Jun24.pdf · 2024-08-06

Yes. So one or two questions. One is on the realization per patient, which I think is at 5% Y -o- Y. So how much of this is due to the mix change or more of wellness and higher tests, and how much is I presume we have not taken any price hike. So is all of the realization due to the mix change?

Got it. Secondly, more of a kind of broader position in terms of two new markets, Kolkata and Pune. So in terms of margin trajectory that we envisage in Kolkata, how would that be vis-à-vis Vijaya what it is doing today? And secondly, how will you rate Pune market, since you are on an expansion plan now, how would you rate it in terms of margin potential there? Will it be similar to Kolkata and our core markets of Hyderabad?

Vijaya Diagnostic Centre Limited CC-Dec23.pdf · 2024-02-06

One question is on Gulbarga. Can you dwell upon the market size, how does it compare to some of the other hubs that we have opened recently and how do you think of this hub addition?

Second question from my side is on the Pune acquisition. So, in terms of integration challenges or integration efforts that are required in terms of front end sample collection, the back end testing as well as report generation, so how do we see the progress on those parameters because I think from whatever we have seen in other M&As within diagnostics, those kind of challenges have proved to be quite time-consuming, So, any thoughts on those points?

Vijaya Diagnostic Centre Limited CC-Sep23.pdf · 2023-11-08

So just continuing on the Kolkata hub discussion, so we understand you have given a timeline of break even, which is longer than some of your other hubs, but stretching this over, say a longer horizon let's say over three years , what sort of margin levers can we bring to the table vis-à-vis say somebody like say Suraksha, which we understand does a certain level of margin , and if indeed we have to cross that number at maturity , then what additional we need to do in Kolkata as in a wider test menu vis-à-vis competition, so just wanted to understand something on that?

I believe in Kolkata in the first year we might be break even, but the expectation that we should set is will Kolkata be similar to your company level margins in say three years’ time?

Concord Biotech Limited

Concord Biotech Limited CC-Dec23.pdf · 2024-02-09

Thanks for the opportunity. One question from my side. Recently, if I look at the approvals, then one Chinese company got an approval for Tacrolimus extended release capsules, whereas the product which we have is IP-linked and oral capsules. So, does this create any impact on our Tacrolimus franchisee, this kind of approval for the extended release version of the product? That's it from my side.

Yes. Okay. That's it from my side. Thank you.