Stockrabit · Analysts
Questions across 14 calls

Krish Mehta

Enam Holdings

Glenmark Pharmaceuticals Limited

Glenmark Pharmaceuticals Limited CC-Feb26.pdf · 2026-02-02
I have 2 questions. The first is on your specialty business. The 7, 8 innovative assets which Glenn mentioned earlier. So if you could just broadly directionally tell us in terms of how the gross margin level would differentiate from the rest of our portfo lio in these 7, 8 innovative assets, including the ramp -up you see in RYALTRIS and where you can see the gross margin eventually settle as we scale up these 7, 8 assets?
Okay. No, that's helpful, Glenn. And if you could throw some light on how the Ichnos quarterly revenue and cost will be accounted for going forward in terms of how we're recognizing the AbbVie payments. If you could just explain on the accounting for the next few quarters, revenue and cost, both?

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2024-07-25
I just wanted to ask on the leverage ratio in terms of the net debt to EBITDA being elevated at 3.3x. So, as our capacity utilization increases gradually, how do you see this settling?
Okay, that's helpful and I wanted to ask second question on the mix in terms of the ARV and non-ARV. So, given that in Q4 and Q3 of last year, we were around 50% and it gradually come off a bit. How do you see this mix if we look at say from a 1 to 3 year basis going forward?
Laurus Labs Limited CC-Jun24.pdf · 2024-07-25
I just wanted to ask on the leverage ratio in terms of the net debt to EBITDA being elevated at 3.3x. So, as our capacity utilization increases gradually, how do you see this settling?
Okay, that's helpful and I wanted to ask second question on the mix in terms of the ARV and non-ARV. So, given that in Q4 and Q3 of last year, we were around 50% and it gradually come off a bit. How do you see this mix if we look at say from a 1 to 3 year basis going forward?

Redington Limited

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Dec24.pdf ·
Congratulations on a great set of numbers. Dilip bhai, I just wanted to check with you on the Japanese portfolio and how we're doing, seeing that the mix of specialty has become almost 50-50 with U.S. and non-U.S. If you could just give some colour on the specialty business in Japan as well as on the Novartis portfolio that we acquired almost over a decade ago now. How has that progressed in Japan?
That's very helpful. And my second question was on the tax rate. If you could just provide some colour on how you see this stabilizing as we also kind of the sunset benefits in some geographies. So how do you see a stable tax rate going forward?