Stockrabit · Analysts
Questions across 3 calls

Devvrat Mohta

Capital International

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2023-07-27
Can you just walk us through, you know you called out the reasons for why margins fell so much this quarter, can you I mean without specific numbers can you just walk us to whatever levers for margin can improve Q2 onwards?
And what drives the improvement as we go forward, because I mean again next quarter if you look at next quarter if ARV formulation revenue s pick up and CDMO I mean you are saying improvement is really second half onwards. So, I mean the mix is again adverse right, there has been more ARV versus CDMO in the next quarter, so what is the confidence that margin will improve from where we are today. So, what gives you confidence that margins will improve from where we are today?

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-Mar25.pdf ·
I have two questions. So firstly, on your revenue recognition that you mentioned, the Rs. 170 Crores impact in this quarter. So effectively, what that means is that, I mean, what you're saying is that the sales at the end of Q4 was impacted, which sort of flows through to Q1. And then there will be an impact in the end of Q1, which will flow through Q2. So, on a go- forward basis, I mean, this Rs. 170 Crores essentially, you should go back Q4 & FY’25 Earnings Conference Call Transcript Page 13 to whatever run rate you were pre all of this on a revenue basis. Is that right?
Understood. And the second question that I had was, again, I think someone asked you before on margin. So , given the number of moving parts that have happened through the course of this year, I mean, what is the right base level of margin to start thinking about? I mean, if I look at your restated number for March '24, March '24 restated number was you were at 20.9% EBITDA margin. I mean, is that roughly ballpark the right kind of base benchmark to use going forward? Or do you think that I mean, I'm just trying to understand like what is the base number to start with, given the number of moving parts that…