Questions across 8 calls

Damayanti Kerai

HSBC Securities and Capital Markets (India) Private Limited

Max Healthcare Institute Limited

Max Healthcare Institute Limited CC-Jun25.pdf · 2025-08-14

My first question is on your focus on the oncology segment. So, this is largest for you, and year-on-year also I think it has gone up. So, it's already 25%, 26% of your total hospital revenue. And I understand in newer hospitals also you are trying to offer these services. So, in terms of further growth from current level, what kind of headroom do you think is available here?

Okay. And do you think the kind of demand out there in the market and your leading position here, this therapy could be upwards of 30% in, say a few years from now. And why I am asking because I guess what we are hearing from your peers also, they are focusing a lot more on oncology compared to a few years back, from that perspective?

Max Healthcare Institute Limited CC-Dec24.pdf · 2025-01-31

Hi, thank you for the opportunity. My first question is on your debt side, so Rs.1,600 crore net debt after payment to the Jaypee etc. So, now in view of multiple projects coming in like coming quarters or years, how should we look at the funding side ? And then maybe you can just like give your upper limit for net debt to EBITDA , like what will be your upper tolerance level there?

Okay, so comfortable headroom.

Max Healthcare Institute Limited CC-Jun24.pdf · 2024-08-02

My first question is on the margin contraction which we have seen in 1st Quarter. Can we attribute most of that for the new facility cost or between 4Q and June quarter, have you seen any major change in the business mix say in terms of medical and surgical volumes which are coming to your facility?

My second question is a couple of your hospitals are scheduled to start in another 6 to 12 months if I may say, Nanavati, Smart . So, just want to understand when you are about to start a new facility, when do you start your pre-launch activities and what kind of cost you are anticipating for these upcoming units?

Max Healthcare Institute Limited CC-Mar24.pdf · 2024-05-23

Abhay, you mentioned in your opening comment, there were some visa issues in two markets, which slightly impacted the international segment -- international patient segment. Can you please elaborate on it?

Okay. And these are more temporary in nature, right?

Apollo Hospitals Enterprise Limited

Apollo Hospitals Enterprise Limited CC-Mar24.pdf · 2024-05-31

My question is on your cluster -wise performance. So, ma'am, you said for occupancy, you're targeting somewhere 68% to 70% for next fiscal. When I am looking at region -wise occupancy, I guess, AP, Telangana and Western region are 2 clusters where occupancy seems much lower than the network Transcript of AHEL Q4 FY24 Earnings Call occupancy. So, would you like to call out any specific region? And will improvement in these 2 clusters will be meaningfully adding on to your 68%, 70% occupancy for next year?

Okay. Just a clarity, although Nasik is a small unit, but what is the main issue there, like why is the drag?

Rainbow Childrens Medicare Limited

Rainbow Childrens Medicare Limited CC-Mar24.pdf · 2024-05-21

Hi. Good morning and thank you for the opportunity. My first question is on your payor mix. So now insurance is more than 50% of your total payer mix. So do you see more headroom to grow it? And if you can also update us i f you are done with tariff hike and rate negotiation for the cash as well as insurance channel?

So your renewal cycle is only two years, right?

Cipla Limited

Cipla Limited CC-Dec23.pdf · 2024-01-25

Umang, can you clarify your comment on the Advair opportunity? So, you're saying you're looking to file it by mid of FY '25 from alternate site? And also want to understand the way for Abraxane, if you transfer it to a CMO site, you might require to do some clinical trials, etcetera. For Advair, is there any such requirement for additional studies, if you transfer to a different site?

Okay. And say like you filed within the stipulated timeline , mid '25. And then it will again go through the entire review cycle by the FDA? Or how should we think about the...

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Dec23.pdf ·

My first question is on U.S. Generic business, which is excluding Specialty and Taro. So can you elaborate on 2 points, please? Was there a significant contribution from Revlimid during the quarter? That's first. And second, can you comment on supply pickup, which you might have seen from Mohali plant?

Regarding Mohali, can you comment what are the key bottlenecks? Because if I understand correctly, there has been clearance by the FDA to recover your supply etcetera, right? So what are the bottlenecks here?