Congratulations on a great set of numbers. Sir, you are explaining to one of the participants, Mr. Sajal Kapoor about that we don't see that ADCs are I mean, peptides are less complicated than ADCs. So I understand that peptides are mainly used in GLP-1s. But what leads to the complexity actually? If you can help me for a person, a layman like me?
Questions across 6 calls
Mehul Panjuani
40 Cents
Neuland Laboratories Limited
Laurus Labs Limited
My first question is about CDMO pipeline. Out of the expanding CDMO pipeline, how much is expected to convert into commercial revenues in FY '27? And what is the revenue visibility from late-stage molecules?
Right, sir. Sir, my second question is about the margins. How sustainable are the current 29% EBITDA margins? And how much is driven by mix versus temporary operating leverage?
My first question is about CDMO pipeline. Out of the expanding CDMO pipeline, how much is expected to convert into commercial revenues in FY '27? And what is the revenue visibility from late-stage molecules?
Right, sir. Sir, my second question is about the margins. How sustainable are the current 29% EBITDA margins? And how much is driven by mix versus temporary operating leverage?
BLS International Services Limited
Sir, I'm new to your company. So I would like to understand what all entails in the digital services? What services come under our digital offerings?
And sir, please correct me if I'm wrong. Sir, BLS E-Services is that catering to all the digital services? Or is that a wrong understanding?
Thermax Limited
Sir, my first question is with regards to the Dangote Industries’ order. Sir, how long will it take to execute the complete order and when will we recognise the revenues?
And sir, what about -- what impact would -- I mean, there's a slide in your presentation on the input cost. But given the commodity situation globally is very -- is quite slicky. What kind of impact which it will have on -- if the prices were to rise from here on, how will it impact?
Natco Pharma Limited
Sir, what would be the impact on NATCO Pharma if there was a pharma tariffs being implemented in the U.S., worst-case scenario?
Okay. And sir, when would we see a recovery in this one?