Questions across 4 calls

Naman Bagrecha

IIFL Securities

Alkem Laboratories Limited

Alkem Laboratories Limited CC-Dec24.pdf · 2025-02-07

Sir, just one clarification. I mean, you highlight -- you guided for 7% growth in the India business for the full year. And if we look at the first 9 months, I think you have grown at only around 6 - odd percent. So, I mean the implied growth for the fourth quarter comes at around 11%, 12%. So, I just wanted to know what are the growth levers for the same and whether my understanding is correct or not.

Okay. Okay. Secondly, on ROW markets, you highlighted there are some issues in Chile. So, I mean, is it that we didn't have any tender, and we are going to get some, let's say, contracts or supplies? I mean can you help me on that front? And how should we look, let's say, on a sustainable basis, this piece of the business?

Poly Medicure Limited

Poly Medicure Limited CC-Sep24.pdf · 2024-10-29

Sir, just some clarification on the India business part. You highlighted that the first half of this year, we've grown at around 13%, right? So that means that to achieve, let's say, a 20% kind of growth on a full year basis, we will be growing at around 30% at least for the next 2 quarters Y- o-Y or, let's say, first half growing at around 30% second half growing at around 30%. Is my understanding correct? I mean and...

Okay. And as you said on the renal business, so renal business, I mean, if I back calculate, we actually have grown at around 50%, 51% in second quarter. And the asking rate would be closer to around 60-plus percent if you look at INR145 crores of business.

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Jun24.pdf · 2024-08-08

Congratulations on a strong set of numbers. Sir, just wanted more dope on the acquisition, the Vizag acquisition in terms of what kind of current revenues are and over the next 3 to 4 years, what kind of scale-up do you see? And also in terms of margins and current ARPOBs, I mean you've mentioned in the slide that the potential ARPOB will be around 38,000, 42,000. So wanted to know more in terms of what is the mix currently? And also, as you mentioned that this was started by doctors. So what has led them to sell this hospital to us?

So currently, the ARPOB would be around 38,000 and we would like to see...

Vijaya Diagnostic Centre Limited

Vijaya Diagnostic Centre Limited CC-Mar24.pdf · 2024-05-09

Hello

Good morning, Thanks for the opportunity and Congratulations on the good set of numbers. I just want to understand on the 5-hub expansion mainly that you are going to do, could you give us some guidance in terms of when can these hubs basically get breakeven in how many quarters once they are operationalized?