Stockrabit · Analysts
Questions across 71 calls

Damayanti Kerai

HSBC

Dr. Reddy's Laboratories Limited

Dr. Reddy's Laboratories Limited CC-Sep23.pdf · 2023-10-27
My question is on India business. So first of all, can you tell us how much India sales is currently contributed by chronic therapies? And then second part of my question is how many sales representatives you have for your India business and do you have plans to expand on it?
But right now, you do not have any particular need to expand your sales force . As you said, you're focusing more on innovative products as in when you launch you will decide accordingly.

Cipla Limited

Torrent Pharmaceuticals Limited

Torrent Pharmaceuticals Limited CC-Sep23.pdf · 2023-10-23
Sir, my first question is on India business. So, while you maintain your outperformance against the market, what we have seen is that the volume trends have been very muted. So, what are your thoughts on that , like how it will dictate the market growth ahead and your growth accordingly? And if you can also split your second quarter India growth into volume, price and new launches?
According to you, Like you mentioned market should see normalizing trends few quarters from now, so according to you do you think this muted volume trends which you are seeing that's not structure in nature, right, it's just maybe some temporary adjustment or some -?

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Feb26.pdf ·
Hi, good evening and thank you for the opportunity. My first question is on gross margins. I just want to understand it better. In your opening remarks you mentioned better mix led to such strong gro ss margins. So , if you could just explain what are the key drivers to sustain such high gro ss margins? As we understand now Revlimid benefit is over for you. So if some additional color to explain the very strong growth margin performance?
Okay. You think this level of margins will sustain or how do you see margins trending ahead?
Sun Pharmaceutical Industries Limited CC-Nov25.pdf ·
My first question is on your USD 100 million spend for supporting the 2 launches in this fiscal. So if you can explain how costs will build up, say, majority of hiring for salespeople, etcetera, will be done in this year itself. So going forward in '27, what kind of cost you assume to continue? Some color on that will be helpful?
So is it reasonable to assume that majority of the fixed costs will be covered within this $100 million budget, which you have put aside? And then going ahead, it will be more variable costs in line with how products gain market share? Will that be a logical assumption to take?
Sun Pharmaceutical Industries Limited CC-Sep24.pdf ·
My first question is on R&D spend. So, you mentioned delay in some clinical trials has led to lower R&D spend in first half. And then you mentioned the 7% to 8% range for the full year. So, do you think there will be a significant uptick in the second half R&D spend? And are you seeing pickup in clinical trials, which are currently underway?
Sir, but any further delay or slow pickup in trials could keep your R&D lower compared to like your anticipated level?