Questions across 6 calls

Kunal Randeria

Firm not listed in source transcripts

Mankind Pharma Limited

Mankind Pharma Limited CC-May26.pdf · 2026-05-20

Hi good afternoon sir. Kunal Randeria from Axis Capital. Sheetal, you mentioned a few brands like Telmikind, Dyroboon doing extremely well. So good to hear that. But some of your other bigger brands like Moxikind, Amlokind, Gudcef are not really showing growth. So my question is, I would like to understand some of the moving parts of your growth guidance in India. So does it mean, are you assuming that some of these brands will show better growth? Or should we expect higher price hikes, maybe closer to the 10% range that is allowed? Or will it be new products driven? So some more color would be helpful, sir.

Yes, I got my question. But any price hikes would be like what you have taken normally in the last few years?

Lupin Limited

Lupin Limited CC-May26.pdf · 2026-05-08

The first question is on S emaglutide opportunity across Emerging M arkets. Are there any particular markets that you would like to call out that can make a meaningful contribution in the next couple of years?

Would you like to maybe give more colo ur on India, obviously you have launched, but what about Brazil, Canada, some timelines?

Lupin Limited CC-Sep24.pdf · 2024-11-08

My question around L iraglutide, given that the drug is not as efficacious as Semaglutide, has higher dosing frequency and now there is already one AG in the market with few more lining up. Just wondering how do you see this market shaping up in future?

So do you think there'll be a sharp price erosion and then at the same time the volumes could go up? Vinita Gupta I mean that could be a scenario. I mean it's hard to predict. But we are chasing the applications with the FDA, to be able to hopefully get into the market next year.

Eris Lifesciences Limited

Eris Lifesciences Limited CC-Nov25.pdf · 2025-11-12

Hi. Good evening. Thank you for the opportunity. Sir, I understand you're not giving that Biocon business growth and all, but would it be kind of fair to assume that the insulin business growth would be slightly lower than the 10% growth that you did in the overall DBF business?

Okay.

Aurobindo Pharma Limited

Aurobindo Pharma Limited CC-Nov25.pdf ·

Hello. Good morning, Sir. Sir, my question is regarding some of your new plans. So, for example, in China you will spend around $145 million, so I'm just wondering what kind of asset turnover should one expect? And when can this plant achieve its peak sales potential?

So, should I kind of assume in 3 years or so you could have an asset turnover of 1x. Maybe around $150 million odd [turnover] is a potentially likely number?

Aurobindo Pharma Limited CC-Dec24.pdf ·

Good morning, Sir. So, my question is around your plans in China? So how should we look at this market shaping up because in the past you and several of peers have spoken of this opportunity, but I don't think there has been any material contribution yet. So, just wondering if you can share some details, the kind of products you have, the time it takes to get approval, the reimbursement process, the launch pipeline you have , and the revenue projection for the next two to three years?

And the kind of products and just curious, why would you be, not trying to supply more to the Chinese market?