Questions across 4 calls

Gagan Thareja

Groww Mutual Fund

Concord Biotech Limited

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

I hope I'm audible.

So sir, you have in the past quarter indicated that the injectables and your U.S. business, the CDMO business put together have caused a INR 75 crores sort of additional opex, which was not absorbed. I think you also in your remarks in the start of the cal l indicated that adjusted for this margins would have been north of 40%. So given that now you are confident of growth coming back, is it reasonable to assume that there will be operating leverage on these 2 facilities, which will lead to operating margin improvements?

Paradeep Phosphates Limited

Paradeep Phosphates Limited CC-Feb26.pdf · 2026-02-04

Yes. The first question is on the phos phoric acid capacity addition of 0.2 MMTPA, which is stipulated for FY27. When exactly in FY27 will this be commissioned?

So Q4, see, if I go by your Q2 presentation, there is a 0.03 MMTPA sulphuric acid, which is addition, which is budgeted for FY26, which I think you mentioned, will get commissioned in Q4 of this year. But then there is another 0.1 MMTPA, which is budgeted for FY27. I was talking about that.

Paradeep Phosphates Limited CC-Sep25.pdf · 2025-11-07

Yes. So, the first question is on the funding of this Capex of Rs. 3,600 crores. How much incremental debt will you require for this? And what could then the peak leverage be?

Okay. So, you are 100% utilized. And next year, you might have an incremental 0.2 million tons from brownfield. By when will that be commissioned?

Emcure Pharmaceuticals Limited

Emcure Pharmaceuticals Limited CC-Nov25.pdf · 2025-11-11

Yes. Good afternoon. I hope I'm audible?

Okay. All right. So, the first question is on semaglutide. I think, in the past, you indicated you are vertically integrated and you want to get into the Indian market for semaglutide. So wh ile the deal is for one segment of semaglutide brand and prescriptions, would you be launching your own generic version of Ozempic in the market in India?