Stockrabit · Analysts
Questions across 10 calls

Madhav Marda

FIL

Apollo Hospitals Enterprise Limited

Apollo Hospitals Enterprise Limited CC-Feb25.pdf · 2026-02-11
Hi, good afternoon. Thank you so much for your time once again. Sir, just on the margins again, if you look at our reported margins, 24.8%. I think you said INR15 crore of cost is already there for the new units. So base network margin seem to be 25.3% approx in quarter 3. You are saying that, that 25.3% has scope to go up by 100 basis points. So base network can be above 26% next year. Is that how we should read it?
Okay. And then so basically, the impact of the losses from the new unit, the INR150 crore should come on this 26%, right? Basically on that, we should assume the drag?

PCBL Chemical Limited

PCBL Chemical Limited CC-Jun25.pdf · 2025-07-23
Hi, good evening. Thank you so much for your time. Sir, I just wanted to understand, if I look at the Carbon Black margins for us, we had a very strong improvement just after COVID had improved until last year. So, could you give some colour in terms of the softness which you've seen this quarter? If you could break it down in terms of maybe domestic versus export market or how we should best understand sort of the impact on margins this quarter? I understand the global macros are quite weak, but just some more colour for our understanding would be great.
Sir, could you remind me like what is our spot volume mix versus the contracted volume mix for PCBL today?

Piramal Pharma Limited

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Mar24.pdf · 2024-05-24
I have 2 questions. The first one was, given that we have a good, interesting Brownfield pipeline which will unfold for us over the next 3, 4 years, could you give us some sense in terms of how much could be the IP volume growth or the occupied beds growth that we could see if you could build in some reasonable occupancy assumptions over the next 3, 4 years. If you could give us some sense in terms of the overall top line guidance, given that, let's say, ARPOB grows at 5%, 6%, how much would the volume of the patient dips add to that?
So, it could be like low to mid -teens kind of revenue growth, basically, right, with volume and ARPOB coming through together for us broadly.
Fortis Healthcare Limited CC-Sep23.pdf · 2023-11-10
I just had two questions. The first one was when you said that we have evaluated new opportunities at Mohali and Shalimar Bagh, does that mean these are additional brownfield expansion opportunities? And would that also mean that the 1,400 beds in the pipe line, which we talked about earlier, does that mean you have a bigger pipeline now available for the company in the next sort of 3 to 4 years as we expand?
So does that make up brownfield pipeline now, that 1,400 beds which we had kind of highlighted, that number is how much now in terms of beds for the company?

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Mar24.pdf · 2024-05-07
I just wanted to -- I have one question. When we give the CDMO, you want to get to the $100 million annualized revenue. This project which you speak about, which is the billions of dollars in sales for the end product, does that -- like -- do we assume ramp-up of that $100 million guidance or because that is a very large opportunity with that click it could kind of exceed the $100 million?
Yes. No, but this $100 million assumes the ramp-up of that particular molecule, which we are talking about?

Granules India Limited

Granules India Limited CC-Sep23.pdf · 2023-11-09
Just wanted to understand on in the beginning of the call, sir mentioned about EBITDA ratio for us to improve in the coming quarters, just if you could remind us what are the key drivers is it basically newer launches, which have seen the better margin and then operating leverage from the fixed cost that we have added , is that the right way to look at the drivers of the margin improvement?
Got it. And also, if you could just remind us of our basically Paracetamol which we wanted to sell more in outside of the US market , how is that scale up happening for us, like Europe, et cetera or South Africa?

SRF Limited

APL Apollo Tubes Limited

APL Apollo Tubes Limited CC-Sep23.pdf · 2023-10-30
Good evening. Thank you so much for your time once again . I just wanted to understand a bit more on the export side so which are the key countries we are exporting to and will most of the exports happen from the Dubai plant or will the Indian facilities also be exporting and is there like a five year target in terms of like firstly how big is the export vol umes for us in say Q2 and how do you see this ramping up for us over the next say three to four years or five years and how does the economics fit basically is it more value added trades which we can sell more in the export markets or who is the competition if you could give us some sense because this is like a new area that we are entering into and looking to scale up? Thank you.
Perfect got it. Thank you.

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Mar24.pdf ·
I had two questions. The first one was the initial launch cost, you need approvals also for Durexo in the next few months. Is this a sort of a nonrecurring expense, which would happen in the first few months the first few months of first 2 quarter of it's launch and then that goes away or still down? Is that how we should think about initial launch expense for products?
And these expenses pertain to basically manpower and promotion costs or both, both the items I am seeing?