Questions across 3 calls

Kunal Damesha

Firm not listed in source transcripts

Zydus Lifesciences Limited

Zydus Lifesciences Limited CC-Mar24.pdf · 2024-05-17

Hi. G ood evening and thank you for the opportunity and congratulation on goo d s et of n umbers. Sir, can you highlight what would be our broader outlook for F Y25 in terms of revenue growth? And also, I think, EBITDA margin, earlier we had suggested that we'll 8 of 23 do EBITDA margin north of 27% but 27% is something we have done in FY24 itself. So, do we expect to do higher EBITDA margin?

Sure-sure. And in terms of R &D expenses, any outlook that we want to share now that we have enrolled patient for PBC trial . Does that mean that there would be a step jump in the R&D for FY25 or it would be more like business as usual?

Aurobindo Pharma Limited

Aurobindo Pharma Limited CC-Jun24.pdf ·

Hi. Good morning. Thank you for the opportunity and congratulations on good set of numbers. One for Subbu Sir. On the EBITDA margin guidance of 21% to 22%, since adjusted for some of the one off that you have highlighted, this quarter we would be at roughly 22.7%. We also said that this is kind of seasonally slightly muted quarter from the US perspective. Also, we have baked in all the Pen -G related commercialization expense. So, shouldn't the run rate from here on improve? And you know, is there any possibility of raising the EBITDA margin guidance at this point?

Yes sir. And in terms of Pen-G plant cost, we have baked in for the full three months in this quarter?

Aurobindo Pharma Limited CC-Dec23.pdf ·

Sure. Thank you. I have more questions. I'll join back the queue.

Thank you. Thank you for the opportunity again. Just one on the Eugia 3 since we have now added a third -party consultant etc. any view on the remediation cost we could have for the next year and more related to Eugia 3 again, so we are expecting this probably $20 million impact on revenue, but will there be any non -supply penalty since we are basically one of the biggest supplier to the US market? So, have you kind of factored in that as well?