Stockrabit · Analysts
Questions across 4 calls

Chirag Dagli

DSP Mutual Fund

Alkem Laboratories Limited

Alkem Laboratories Limited CC-Feb26.pdf · 2026-02-13
Sir, when you think about the acquisition in 3 years, this incremental growth that is going to come, is it a lot products in similar markets or similar products in newer markets? If you can just flesh out some details here, that will be helpful? And the second one was that as and when you get comfortable with the share purchase agreement, we need a lot more color around how the balance sheet looks like, what you've paid and what the historic financials of this company look like and maybe some literature aro und what product approvals they have, etcetera, that will really help because this is a fairly large acquisition, large capital allocation, but a lot more details required the feedback I just wanted to sort of get clarity.
Did you flesh out any guidance on these numbers on the next 3 years kind of growth?

Syngene International Limited

Syngene International Limited CC-Jan26.pdf · 2026-01-23
Thank you for the opportunity. In this single product, where are we in FY26 on a run rate basis versus a more normalized number? You did indicate at the time of signing of this contract that this was a cumulative $500 million 10 -year contract. I am just assuming $50 million was a more normalized run rate for this one. In FY26, where are we versus that normalized run rate for that product?
Has our wallet share in that product remain stable for that product for the client?
Syngene International Limited CC-Dec24.pdf · 2025-01-23
Jonathan, you talked about positive momentum in the CDMO division led by biologics. Does this mean that the new facility, which is going to come on stream, you already have customers for that and how should we think about ramp up of that capacity as and when it comes on stream?
Understood. Fair point. The other question is, Jonathan, we have spent two years now with single digit kind of growth in FY'24 and FY'25 and you always articulate the reasons well. The question is the next two years or maybe three years, how different should they look versus the last two years where we spent single digit while we continue to invest in the business for the longer term? But revenue growth -

IPCA Laboratories Limited