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Dr. Kunal D

Macquarie
MANKIND

Mankind Pharma Limited

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Mankind Pharma Limited CC-Dec23.pdf
2 Feb 2024
Open call
  1. First one is on our reported growth of arou nd 22% for the domestic prescription business. If I strip out our consumer business and we have mentioned categorically two things, modern trade and hospital sales. So, just like to know are those a big growth factor in this quarter? And if yes, can you quantify those?

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  2. Just one bit on the sequential compression in the gross margin. Is it primarily on the back of more, I mean , acute kind of also recovering from Q2 to Q3 , and maybe some of these newer businesses might have some lower gross margin, is that the correct way to understand?

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  3. And it should come back barring the product mix changes, etc., we expect this to reverse, right?

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