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Damayanti Kerai

HSBC Securities and Capital Markets
3Calls
3Companies
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ALKEM

Alkem Laboratories Limited

All company calls
Alkem Laboratories Limited CC-Mar24.pdf
29 May 2024
Open call
  1. My first question is again on India business. So, Dr. Gupta, you mentioned you're very positive on outlook for volume in FY'25 after a muted slow in last fiscal. So, theoretically, just like if you assume volume still remain muted, then what are your expectation on contribution coming from the price hike and new launches? So, very broadly like on other two drivers, what are your expectations?

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  2. And my next question is again on India segment. So, improving contribution from chronic segment will be a key driver for your profitability ahead. So, can you update us on like what is the contribution coming from chronic portfolio and then what is the productivity in terms of sales team on chronic and acute team?

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  3. You mentioned you are broadly done in terms of hiring medical representative in sector. So, any addition planned for this year or it will be similar?

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+1 more question in this call
MAXHEALTH

Max Healthcare Institute Limited

All company calls
Max Healthcare Institute Limited CC-Dec23.pdf
1 Feb 2024
Open call
  1. My first question is on this institutional tariff revision, which we saw in the month of December. So, you mentioned there will be net loss of around Rs. 6 crore annually, is this like ongoing and just want to understand if this wouldn't have happened the net gain which you mentioned for 3rd Quarter Rs. 14 crore should we have added this Rs. 6 crore back, Rs. 14 + Rs. 6 if the prices were not declined?

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  2. Okay. And do you expect any further revision in tariffs for this channel or do you think like now government has broadly done and we might not see any additional?

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  3. Okay, so further revisions can come right and then , that should be like maybe beneficial to our institutional channel.

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+4 more questions in this call
DRREDDY

Dr. Reddy's Laboratories Limited

All company calls
Dr. Reddy's Laboratories Limited CC-Dec23.pdf
30 Jan 2024
Open call
  1. Hi, thank you for the opportunity. My first question is for your India business. So, you obviously mentioned you're working on some innovative product s, digital therapeutics etc. to improve market offering. But I just want to understand like how far these opportunities are right now for you because it appears that this kind of product uptake might take some time and meanwhile , your India business is , I'll say,…

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  2. Okay, that's comforting to hear. My second question is on your U.S. business. So, obviously you delivered a very good set of numbers. So, a few reasons you mentioned - pickup in market share for some key products etc. So, just want to understand, was the Revlimid contribution for the third quarter even much higher than what we saw in the first and second quarter?

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  3. Ok, thank you. And my last question is, can you talk about your progress in som e of GLP -1 products, specifically for anti-obesity indications, which you might be targeting for, say, U.S. or other export markets?

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