Stockrabit · Analysts
Questions across 3 calls

Harshal Patil

Mirae Asset Capital Markets

Concord Biotech Limited

Concord Biotech Limited CC-Sep24.pdf · 2024-11-12
Sir, I just need 2 clarifications ; I've missed it in your comments earlier. One was for gross margins compression. So, sir, here, we are saying that almost 450 bps of Y -o-Y gross margin compression has come on the back of a change in mix, wherein we've got a higher share of formulations. So, sir, are we trying to say here that the formulations would have lower margins? Or if you could just help me understand that.
Okay. And probably the trend would continue going ahead as well, right?

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2024-01-24
Thank you sir for the opportunity to ask the question. Most of my questions are answered. Just need 2 clarifications from you. One is for the other APIs wh ere we've clearly mentioned of shipments getting impacted or delayed. So is it that, sir, we will see the shipments coming back in Q4?
So it will be there in Q4. And sir, if you could just also mentioned like, you also said that there's some impact of pricing. So any flavor of what can be the impact in terms of maybe percentage or something for the pricing thing?
Laurus Labs Limited CC-Dec23.pdf · 2024-01-24
Thank you sir for the opportunity to ask the question. Most of my questions are answered. Just need 2 clarifications from you. One is for the other APIs wh ere we've clearly mentioned of shipments getting impacted or delayed. So is it that, sir, we will see the shipments coming back in Q4?
So it will be there in Q4. And sir, if you could just also mentioned like, you also said that there's some impact of pricing. So any flavor of what can be the impact in terms of maybe percentage or something for the pricing thing?