Questions across 3 calls

Nikhil Mathur

HDFC Mutual Funds

Cipla Limited

Cipla Limited CC-May26.pdf · 2026-05-13

I'm sorry to be hopping on the U.S. guidance. One clarification. When you're saying that you will be at a $1 billion exit run rate, does it include Lanreotide or it doesn't include any contribution from Lanreotide?

Okay. So if I analyze this quarter's U.S. revenue, you are at around $620 million. We are talking about $1 billion exit. So this is about $380 million of incremental revenue. Just wanted to understand the skewness of this $380 million. So there are, I thi nk, 6, 7 products t hat you are launching this year? How -- what kind of contribution will be from one or two products in this incremental revenue? Will it be skewed towards one or two products or can there be equitable distribution among 6, 7 products? Because it's -- I'm just asking so it doesn't create a big risk in FY '28 because if competition comes in, then again, you kind of face a situation which you faced in Revlimid this year?

IPCA Laboratories Limited

IPCA Laboratories Limited CC-Feb26.pdf · 2026-02-16

Sir, two, three questions. So first, I wanted to as k on the branded formulations in exports. I'm talking about Ipca ex Unichem. So you have given some sort of guidance for this year at around 11% growth. Do you mind giving some outlook for FY '27, '28 as well? And how do we see the business shaping up from a 3, 5-year perspective?

Sir, promotional branded, I understand. On the gene rics side, sorry, I didn't understand. So you are saying only a 10%, 12% growth despite the U.S. from Ipca's standpoint coming back, right, of that INR300 crores business that were discontinued 6, 7 years back. So any particular reason why the softness on the generic formulation side despite U.S. coming back?

Krishna Institute of Medical Sciences Limited

Krishna Institute of Medical Sciences Limited CC-Mar25.pdf · 2025-05-13

I have 2 questions. My first question is on your O&M projects. So I believe that Guntur 150 beds, Sangli 350-odd beds and Splendid in Hyderabad, 150-odd beds. They are yet to be part of your cluster financials yet, right?

But how will you report this? I mean, would you add the full bed count to your cluster operating bed number? Or you are just taking in the revenues here. So how is the accounting split into clusters for these projects?