Stockrabit · Analysts
Questions across 5 calls

Krishnendu Saha

Quantum AMC

Container Corporation of India Limited

Pidilite Industries Limited

Pidilite Industries Limited CC-Sep24.pdf · 2024-10-24
I am very new to the company. So just trying to understand the business. You launched pioneer products, 2 or 3 products every year. So, in the last 4-5 years, how many have you actually stopped, or you thought the success was not good or up to the mark, so you have to recall the product or you have to stop producing that category. How many would that be?
So, we have a high success rate, right. And just to understand a little bit more, rural or emerging market is growing faster in my understanding, because we have offered Pidilite Ki Duniya on the faster track. Is that will being one of the core reasons the rural volume-wise and growing faster? Is that understanding right?

Glenmark Pharmaceuticals Limited

Glenmark Pharmaceuticals Limited CC-Sep23.pdf · 2023-11-15
Coupled with the margin question, just trying to understand Glenmark Life Sciences revenue, which is right now currently in the consol account will not be there from FY25 onwards. So just trying to understand what kind of contribution they do at the current level on the –
Just wondering on the accounting part and on the margin part, Glenmark Life Sciences will not be in the numbers from FY25 onwards, how does the margin look because they do contribute something to the margins of the consol level.

Cipla Limited

Cipla Limited CC-Sep23.pdf · 2023-10-27
Most of the questions have been answered, but just t wo follow-up questions. In Albuterol, we had a market share of 16%, 17%, but I heard you said 12.5% or 9%. So, when do we get back to the number? And #2 another question is that the Goa plant capacity increased by 200 %, 128 million what I read. What does that Goa plant, which region does it actually related to ? If you could just tell us the plans where the inhalers are filed for, so Indore, Goa, above all, so just you can let us know with the future filings for the FDA?
So, we hope to get back to 6%, 7% in the near future?