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Foram Parekh

BOB Capital markets
3Calls
2Companies
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LAURUSLABS

Laurus Labs Limited

All company calls
Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript
30 Apr 2026
Open call
  1. Could you please disclose or highlight on the peptide capacity, the dedicated peptide capacity? And what would be the capex allotted for the peptides?

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  2. Okay. And would you be comfortable disclosing the capex dedicated towards the peptide program?

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  3. Okay, My second question is on the CDMO side. In the previous con calls, you had alluded that you envisaged CDMO contribution going towards 50% of the total sales. So as per your internal assessment and now that the CDMO pie is growing well and we have strong order books, so how soon do you see, as per the internal assessment, 50% number being achievable?

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Laurus Labs Limited CC-May26.pdf
30 Apr 2026
Open call
  1. Could you please disclose or highlight on the peptide capacity, the dedicated peptide capacity? And what would be the capex allotted for the peptides?

    Read in transcript
  2. Okay. And would you be comfortable disclosing the capex dedicated towards the peptide program?

    Read in transcript
  3. Okay, My second question is on the CDMO side. In the previous con calls, you had alluded that you envisaged CDMO contribution going towards 50% of the total sales. So as per your internal assessment and now that the CDMO pie is growing well and we have strong order books, so how soon do you see, as per the internal assessment, 50% number being achievable?

    Read in transcript
+2 more questions in this call
EMCURE

Emcure Pharmaceuticals Limited

All company calls
Emcure Pharmaceuticals Limited CC-Feb26.pdf
4 Feb 2026
Open call
  1. Thank you for the opportunity, and congrats on a good set of numbers. My first question is on the domestic side. We mentioned that our in-licensed portfolio is 6% to 7% of the total sales and probably low to mid-double-digit contribution of the domestic sales. So, my question is, do we have any threshold limit that beyond this, the in-licensing portfolio should not exceed.

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  2. Yes. But can you comment on the gross margin percentage? I mean, something that beyond which we feel that it will not slip? Is there some percentage do we have or we can guide upon?

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  3. Sure. And my second question is on the European side. We believe that Amphotericin B has been launched in Italy and fully present in UK. So if you can just guide us how many count ries are we still expecting the launch to be in Europe? And therefore, this quarter's growth rate, would it be able to measure in the subsequent quarters as well?

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