Stockrabit · Analysts
Questions across 2 calls

Harsh Shah

Dimensional Securities

Piramal Pharma Limited

Piramal Pharma Limited CC-Sep23.pdf · 2023-10-30
My question is more on the macro scale. If I do a very back of the envelop calculation between our India business and overseas business, overseas business I would gather is mainly complex generics and the CDMO part of it, so our asset churn is pretty low on the overseas side, maybe around .5, .6x. So, just wanted to understand, and the ROE is I would guess it would be in the negative territory. So, just wanted to understand what are the levers for us to really wrap up the overseas business? So, if you look at a mid-teen kind of ROE or ROCE for this business, the overseas part, just trying to understand what is the road map and what are the levers that the company has?
Actually, I was referring to FY '23 entire year's number where the asset turnover is .5, .6. So, just wanted to understand what kind of asset sweating or turnover we can expect going ahead? I mean, can we see this move to maybe 1.2, 1.3 kind of number?

Newgen Software Technologies Limited

Newgen Software Technologies Limited CC-Sep23.pdf · 2023-10-17
Hi, good afternoon, Sir. A broader question, just wanted to understand which part of the business are we seeing more traction, is it on the content service side, the OmniDocs part of the business or is it more on the Low Code /No Code automation? Just wanted to get understanding on that.
If I want to understand the size of the market where we operate in a traditional market as well as U.S. market. So, if you can quantify what is the addressable market size. Just to get an understanding of what is the headroom to grow? That would be helpful.