Questions across 3 calls

Harsh Bhatia

Bandhan Mutual Funds

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Jun25.pdf · 2025-08-07

Yes. Just two quick c larifications. One, could you help us with the Noida and Faridabad occupancy as of the first quarter, FY '26?

Okay. And just one clarification. I'm just trying to bridge the gap between this almost 300 basis points of Hospital margin improvement on a year -on-year basis. So if I look at the last year first quarter of FY '25, probably Hospitals had certain 40 to 50 bps of, one could say, one - offs in terms of some provisions, probably surgical mix was higher, so your margins were impacted to that extent. So excluding all of that, if I just work with a 300 bps of m argin improvement, and you mentioned that there are no one -offs in the current hospital margin. So I understand that Ludhiana is something that has moved up in the margin metrics. FMRI and Anandpur has also moved up in the margin metrics. Is there anything else that is sort of helping you move up the curve in terms of the margins o r broadly, these are the three or four drivers that are driving majority of that margin improvement?

Gland Pharma Limited

Gland Pharma Limited CC-Mar25.pdf · 2025-05-20

So, two quick questions. One is in sort of a relation to a comment you made earlier. So, in terms of capacity expansion, again, related to the Cenexi part, so multiple line items and expansions, including ampoules and lyophilization, is there a situation right now where we are not able to take incremental business because of high level of capacity utilization or some other reason, which is why we are going so aggressively for this capacity expansion plan? I mean, I am just trying to sort of piece together?

Sure. What would the order book look like for Cenexi as such?

Piramal Pharma Limited

Piramal Pharma Limited CC-Sep24.pdf · 2024-10-24

Just in terms of the comment for Q3, the variation in terms of the mix -- so when you look at the Q2 numbers, this is a very normalized level of business that we are seeing across all the segments? Or has there been any change or variation in the numbers. I understand that your H2, as you mentioned, will be heavier than H1, but has there been any certain specific movement in Q2? Or is this in line with your anticipation?

Okay. And just to clarify 1 or 2 quarters back, we had this price cut or rather driving pressure on the hospital generics space from the competitor. So is there some impact on this quarter as well? Because I believe in the last 1-2 quarters, we had certain impact from that particular product price?