Stockrabit · Analysts
Questions across 3 calls

K Chellappa

Firm not listed in source transcripts

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Dec24.pdf · 2025-01-30
Sir, two questions from my side. First, if I look at Swasthfit, that contribution to overall revenue has remained at about 23% -25% in the last four quarters. What is our medium-term aspiration in terms of, let's say, revenue composition and what needs to happen for us to take it to a higher level? That's my first question.
Got it. Which means that going into next year, this ratio, at least in a YoY basis, will continue to improve. Is that how I should interpret it?
Dr. Lal Path Labs Ltd. CC-Sep24.pdf · 2024-10-23
My first question is, if we were to look at our volume growth at least on samples, for the last 4 quarters, it has been somewhere in the range of about 8% -9% and it is backed by very healthy margin expansion. I am just curious to see whether there is scope for us to reinvest some of these margins to drive a higher volume growth? And in your opinion, what needs to happen for volume to kind of move up to a more sustainable double-digit level?
My second question is, as far as competition is concerned, let's say, compare to your commentary a quarter ago or even two quarters ago, has there been any change either for the positive or negative, either in the form of pricing, discounting or number of players or any other attribute that you measure?