Stockrabit · Analysts
Questions across 4 calls

Kunal Dhamesha

Macquarie Group

Mankind Pharma Limited

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Mar25.pdf · 2025-05-14
Hi, thanks for the opportunity. The first one on again just going back to the capacity versus CAPEX. I think my understanding and correct me if I'm wrong, was that with the Mahad facility, we were more or less like sorted till FY'27. Now with the additional investment in Mahad, does that kind of give us better capacities for a longer period or would it say that it's still F Y'27, till which we are sorted, and then we need Dahej to grow further from there?
And for the PI API project, the cardiovascular intermediates, do you think need for de - bottlenecking this year?

Rainbow Childrens Medicare Limited

Rainbow Childrens Medicare Limited CC-Dec23.pdf · 2024-01-25
Yes, thank you for the opportunity. So, first one, on the business model optimization. So, as you have alluded, that for mother and childcare, the optimum utilization or occupancy could be between 55% to 60%, given the requirement of NICU isolation, etcetera. But let's say, when we are coming up with new hospitals, are we seeing any optimization as to probably increase the NICU bed, or something which could lead to probably higher occupancy in those newer hospitals?
But, sir, my question is more on optimizing the model itself in a way that right now our optimal capacity or occupancy we are expecting is 55%, 60%. Would you be designing a new hospital in such a way that we can go up to 70%, 75% probably changing the mix of you know?

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Mar25.pdf ·
Hi, good evening. Thank you for the opportunity. First question on the Global Specialty sales growth for the quarter. This is after many quarters we have seen a single digit topline growth in this business. And I think the quarter four base from last year was also a little lower because of the issues at United Healthcare. So is there any one off why we are seeing this kind of lower growth in this quarter? Because sometimes branded companies do see some rebate adjustment, etc. which could lead to this kind of growth. So any color there would be helpful.
So any particular product that you want to call out or is it a broad base you said is more like a seasonality, Jan-Feb which would have paid off?