Stockrabit · Analysts
Questions across 2 calls

Chirag Dagli

DSP Asset Managers

Cipla Limited

Cipla Limited CC-Jan26.pdf · 2026-01-23
Thank you for the opportunity. Ashish, on your comment of the increase in R&D, some bit of that being led by the R&D purchases that you've done, the absolute quantum seems like 150 odd crores. Is this in the ballpark or is this way off in terms of you have to estimate , because you're not calling it out separately ? But that 150 crores kind of an increase versus the run rate that you've been having, is this broadly right?
What is the incremental versus the average run rate that we have been having largely sits in the RM cost line item?

Syngene International Limited

Syngene International Limited CC-Mar25.pdf · 2025-04-24
Sir, as you've given some color around FY '26. So FY '27, given whatever we've seen and the constant capex that we are continuing to do and we do more of that in FY '26 as well. Can you give us some sense of how different FY '27 should be or beyond FY '26 should be versus the last 3, 4 years where growth has not been great, and we've constantly sort of invested in the business?
Understood. This is helpful. Just the last bit, if I can. In terms of Unit 3, do we have firm orders on utilization of Unit 3? Just how should we think about the scale up through the next 4 quarters as far as Unit 3 is concerned as it comes on stream in the first quarter?