Stockrabit · Analysts
Questions across 5 calls

Nirali Shah

Ashika Stock Broking

Natco Pharma Limited

Natco Pharma Limited CC-Sep24.pdf · 2024-11-13
Congratulation on great numbers. My first question is on Revlimid. So how is the market share for Revlimid evolved in the second quarter compared to first quarter. And as we had mentioned that we are expecting a ramp-up of almost capturing 1/3 of the market share by January. So are there any challenges that you are observing here or everything is going on smoothly?
Contribution from Revlimid in second quarter, is it higher than the first quarter or it's in the same line?
Natco Pharma Limited CC-Mar24.pdf · 2024-05-28
Congratulations on the strong set of numbers. My first question is regarding Revlimid. So, in the previous earnings call, you did mention that with your beginning from March 2024, we will have a new allocation for Revlimid and noting that exports are dri ving growth. Could you provide some insight on the contribution of Revlimid to overall sales for 4Q? And also, how should we look at it in the Financial Year ‘25 as well? So, do we anticipate any significant moves to revenue from this in the upcoming years?
Yes. And my second question is about the agri business. So, as far as I understand, the second half of the year is typically a little bit weak compared to the first half. Then how should we use this segment for the first half of FY '25? Any guidance would be helpful.

Morepen Laboratories Limited

Morepen Laboratories Limited CC-Sep24.pdf · 2024-11-12
Hi, I actually missed a portion of the opening commentary. I just had one question. So we have added nebulizers and ortho support as a recent addition to our medical devices. I just wanted to know some view on what are we planning, how are we going to develop this segment? And are there any more product additions that we are planning for going ahead in terms of domestic growth or export demand?
Understood. So and just as you mentioned of massagers, we are also looking to service our clients with some client-specific products or something like that.

Granules India Limited

Neuland Laboratories Limited