Stockrabit · Analysts
Questions across 66 calls

Nitin Agarwal

DAM Capital

Fortis Healthcare Limited

Fortis Healthcare Limited CC-Mar24.pdf · 2024-05-24
Sir, on the hospital metrics margin that we provide, we have got still about 8 hospitals, which are below 15% margins. When you look through the next 2 - 3 years, how many hospitals do you see actually moving out from this margin range with the initiatives that you have in mind?
Fair to say that these hospitals right now that you mentioned about 20% of our revenues a good chunk of this 20% of the revenues, will see meaningful margin expansion over the next 2, 3 years or rather a couple of years with some of these initiatives pla ying out? About 20% of our revenue will have a meaningful margin delta.

Global Health Limited

Global Health Limited CC-Mar24.pdf · 2024-05-20
Thanks for taking my question. Two questions. One is, from a seasonality p erspective, is it fair to assume that you also go through a cycle of Q1 increments which bring some pressure and margins for the business and some of the other hospitals typically allude to that for Q1? What I would observe in other hospitals is typically from Q4 to Q1, there is a margin dip which comes in on that account. Is there a trend that we should expect in our seasonality profile also?
Secondly, in a couple of times during the call, you mentioned that some of our hospitals do have exceptionally higher EBITDA margins. So, how should we, should one interpret, this sort of classification? Is it, does it sugges t that maybe some of these margins are a little on the higher side and they have a chance to get, as hospitals mature to get even more rationalized or how should one think about it?
Global Health Limited CC-Dec23.pdf · 2024-02-09
Hi, on the new hospitals in Lucknow and Patna, we've had a very, very strong occupancy this quarter, about 71%. You talked about adding another 100 -150 beds in Lucknow. Now, at the base where it is and with the occupancy that we've really got to, how do we see these two hospitals really moving ahead over the next two to three years?
Lucknow was completed. You were talking about, you know, after the round of expansion, Patna is done. You'll be probably reaching about 450 odd beds there, 400 odd beds.

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Mar24.pdf · 2024-05-10
Just taking forward your previous comments. This bundled tests, obviously, moving up the overall realization per patient. I mean, where do you think this number really ends up? At what stage it will start to, in your assessment stops growing? Because we've had a consistent Q-o-Q growth on this number for the last several quarters now.
And sir, I guess, based upon your comment, probably in the past, you were tracking the patient volume growth number more closely, given the way the dynamics in the market are playing, probably you think sample growth, probably the more apt number to look at as things are.

Gujarat Fluorochemicals Limited

Gujarat Fluorochemicals Limited CC-Dec23.pdf · 2024-02-07
Thanks for taking my question. Sir, my question is on the export opportunity perspective. What is the can you give us some colour on the competitive dynamics with the IRA act and the China plus one which you mentioned from a European company sourcing perspective, I mean who on the guys that you are competing with and how tight in the supply market for some of these chemicals which sort of puts us in a favourable position. If you can just provide some perspectives on that.
Yes. And how is there a from a demand-supply perspective, is there a challenge of some of the other non-chinese players being able to scale up to meet the requirements and it put us in a.

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2024-04-25
Sir, my question is on, you made a few references to late-stage contracts on CDMO, so are you referring to molecules, which are already commercial, and you would be coming up a s second or third source for the innovator that is the kind of contract you are talking about over here?
But besides that, are you also pursuing opportunities where the molecules are already commercialized and where the innovator opts for the second supply source?
Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2024-01-24
Sir, we've discussed a bit on the CDMO part during the call. But the other relevant component of the business, which is the Fixed Dosed Formulations business and the other API business segment, I mean, they've also had their share of challenges over the last 1 year, 1.5 years. Now when you look forward or the next few quarters, I mean, the 2 things is what has really led to relatively modest growth in some of these segments. I think we've been reasonably positive on the contract manufacturing opportunities in both these businesses. And from here on, sir, how should we look at growth in these businesses?
Sir, on the FDF last capacity expansion that you undertook, most of the capacity was utilized by the ARV supplies. Now since the ARV supply is not an incremental growth driver for the business, and we've put up significant FDF capacity since the n. How do you see the FDF capacity getting utilized? I mean, what will be the utilization drivers for the FDF capacity going forward? Because CDMO largely, I presume, is all API and specialty chemical driven.
Laurus Labs Limited CC-Dec23.pdf · 2024-01-24
Sir, we've discussed a bit on the CDMO part during the call. But the other relevant component of the business, which is the Fixed Dosed Formulations business and the other API business segment, I mean, they've also had their share of challenges over the last 1 year, 1.5 years. Now when you look forward or the next few quarters, I mean, the 2 things is what has really led to relatively modest growth in some of these segments. I think we've been reasonably positive on the contract manufacturing opportunities in both these businesses. And from here on, sir, how should we look at growth in these businesses?
Sir, on the FDF last capacity expansion that you undertook, most of the capacity was utilized by the ARV supplies. Now since the ARV supply is not an incremental growth driver for the business, and we've put up significant FDF capacity since the n. How do you see the FDF capacity getting utilized? I mean, what will be the utilization drivers for the FDF capacity going forward? Because CDMO largely, I presume, is all API and specialty chemical driven.

Glenmark Pharmaceuticals Limited

Natco Pharma Limited

Gland Pharma Limited

Gland Pharma Limited CC-Dec23.pdf · 2024-02-14
Sir, two questions. One is, in the past, you used to talk about our clients getting into biosimilar biologics manufacturing. Are there any updates on how you're thinking about the space now after the vaccine opportunity didn't take off?
Okay. And just secondly, when you look at your business ex of Cenexi, there is - obviously the U.S. has been - that it has come back pretty strongly over the last couple of quarters. Other segments seem to have their own sort of struggle for now. When you sort of look at -- take a 3 -, 5-year view of your business, so what is the cost -- the steady rate at which the business can grow? Is it more like a mid-teens growth business, a late- teen growth business when things stabilize? Or what kind of growth characteristic would you sort of be comfortable looking at for a 3- to 5-year view of our ex-Cenexi business?

Divi's Laboratories Limited

Divi's Laboratories Limited CC-Dec23.pdf · 2024-02-10
On your custom synthesis projects, in your experience when the project that you’re working with, with the innovator goes off patent, typically how does the cycle really play out subsequently? Do your volumes stay as they are or do you have a meaningful loss in volume as well as pricing subsequent to the patent expiry for the innovator?
But per se, is it fair to say that from a gross profit contribution perspective, the contribution for the product comes off after the patent expires? And is the drop meaningful which happens with whatever initiatives you undertake?

Apollo Hospitals Enterprise Limited

Cipla Limited

Cipla Limited CC-Dec23.pdf · 2024-01-25
Umang, when we look through the 9 months of the year, we've had 2 very exceptional quarters from a profitability perspective. I mean, overall, when you look back at the start of the year versus the way the year has panned out, I mean, in your assessment, w hat has really gone much better than what you really expected at the start of the year?
And if I would just probably push that point, Umang, we've seen a reasonable expansion in our gross margins over the last couple of quarters. Is there anything which is not sustainable, you want to call out in terms of the gross margin, especially for this quarter, 66%, almost -- we are almost - - it's amongst the highest we've done in a while.

Max Healthcare Institute Limited