Questions across 8 calls

Dhawal Khut

Jefferies

Concord Biotech Limited

Concord Biotech Limited CC-Jun26.pdf · 2026-06-01

I wanted to know what was our sales exposure to the Middle East region in the past 2 years, let's say, in FY26 and FY25? And some details around tender that you mentioned. What was the potential size of the tender, which country it was? So that's question number one. Question number two, it's on the injectable plant. So what was the loss due to injectable facility during the quarter and the year? And how is the progress in terms of filing from the facility for different markets? How many markets have we st arted to file? And any regulatory approval or plant visit that has been done till date?

Just a small bit again on the Middle East. What's the total current exposure towards the region, be it direct or indirect ballpark?

Divi's Laboratories Limited

Divi's Laboratories Limited CC-May26.pdf · 2026-05-23

My first question is I wanted to know the guidance on capex for the next fiscal year. That's first. And secondly, again, on peptide division, wanted to get some more details on the products that we have validated. Like what is the maximum length of the chain that we have validated, and are these fragments for one single product or the validated fragments are for multiple products?

Outlook on capex.

Anthem Biosciences Limited

Anthem Biosciences Limited CC-May26.pdf · 2026-05-20

Hi, thanks for taking my question. I wanted to understand what steps are we taking to build a pipeline in large molecule, and wanted to delve deeper into the BD side of large molecule, how willing are innovators to give their projects to Indian CRDMO? How eas y or difficult is it to bring those early -stage molecules in the country versus let's say the willingness in small molecule? Does India have any cost benefit advantage versus a Korea or China? Because CRDMO from these region claim that in large molecule th ere's no cost difference, their yields are extremely high. So, just wanted to get thoughts around the large molecule CRDMO space? That's my first question.

Got it, sir. This is very helpful commentary. Secondly, just wanted to get the update on the biosimilar asset that we are working on, how's the progress going on? Eventually when things will hit our P&L, we'll put it under the CRDMO category , or will it fall under the specialty ingredient?

Sai Life Sciences Limited

Sai Life Sciences Limited CC-Sep25.pdf · 2025-11-07

Hi, Sir. Thanks for taking my question. There is some product concentration building up for Sai in CDMO business, and several companies quite often go through a sudden inventory correction in large products. So what kind of conversations do we have with our customers or what kind of arrangements do we have? Is it MSA or is there some visibility that, there won't be any sudden fall -off of these top products or some kind of arrangement that reduces such kind of risk for us? That's my first question. Second is on the expanded capacity. I think by 2026, we plan about 1,150 KL. So do we expect all of the expanded capacity to be ready with reactors or some part of it will be a civil structure and addition of reactors will be based on order visibility?

Got it. Just a follow-up on that. So for the upcoming year, is it by March, early April, do we get the clarity that, all of the top products, what kind of sourcing we would be looking at into the upcoming year? Is that the right timeline? And do the conversations start to begin from November onwards?

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-Jun25.pdf · 2025-08-13

We have been investing into building teams and building talent. So wanted to know what is our current BD team strength, especially overseas? And where are these teams located? And what is the future plan? Do we still see a lot of aggressive hiring within these teams? That's the first question.

Do you think we have the right team sizes? Or you think there is some room to augment it further on the CDMO side?

Gland Pharma Limited

Gland Pharma Limited CC-Jun25.pdf · 2025-08-05

For the European market, wanted to know which was the bigger growth driver between the new product launches especially the liraglutide and new tech transfer project. And secondly, when we launch product, is there any channel benefit that we get whose revenue may not be available in next one, two quarters, but as we gain the market share it again scales up to that level?

Okay. So the Y -o-Y growth that we see within the European market what will you attribute it to?

Global Health Limited

Global Health Limited CC-Mar25.pdf · 2025-05-16

So I'm not sure if you covered it earlier, but I wanted to know the outlook for Lucknow hospital. Do you expect significant volume growth to continue? When are you adding additional beds into the unit? And did the quarter have any positive or negative impact because of Mahakumbh? And have you seen those impact reversing in the first quarter? How are the trends in April, so that's one? Second, needed data point, what's the census bed count in our developing hospital units.

Yes, the outlook, and when do you see adding more capacities within the unit? Do you see profitability being steady or improving and growth being higher than what we have seen or steady or any kind of adverse impact?

Torrent Pharmaceuticals Limited

Torrent Pharmaceuticals Limited CC-Mar24.pdf · 2024-05-24

You are increasingly sounding bullish towards your US business. So, will that entail some increase in R&D? What's the outlook for R&D and out of the total R&D ballpark, how much is towards US?

And on India business, top players, large players in India, they are increasingly moving towards differentiated products like launching in -licensed patented product, launching biosimilars , so can you subjectively give some initiatives that we are taking and what's in our pipeline in terms of differentiated products, niche products which can stand out in their market?