Stockrabit · Analysts
Questions across 66 calls

Nitin Agarwal

DAM Capital

Dr. Lal Path Labs Ltd.

Dr. Lal Path Labs Ltd. CC-Sep23.pdf · 2023-11-02
On the gross margin level just sort of going back to the question. Now, how much further scope do we have with respect to whatever, there is obviously a meaningful reduction we are getting in gross margins this year given the way trends are. I mean, do we have a meaningful scope still left to further squeeze out efficiencies in the gross margin level?
And secondly, on the overhead costs given the fact that we made a lot of references, we are focusing on Tier -III markets on a growth basis going forward. I mean, what implications does it have for our operating costs? I mean, obviously, lot of the growth is going to come from the franchise route, the fee -for-collection as a percentage, probably at around 14% continues there. But how should we think about the other overhead costs when we try to go out in the smaller areas?

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Sep23.pdf · 2023-10-31
On the new project announcements, in the past, we've been -- there'll be a little bit of a lag in terms of we're probably closing out some of the plants that we've had on board. So, is it largely the uncertainty in environment, which is holding us back in terms of closing out some of the divisions? Or are there anything more to sort of read into it?
Probably I'll squeeze in a little bit on that. As you mentioned about the macro factors which are there in the landscape. I mean, has it increased the number of opportunities which are available to companies like us? Or with the change in maybe interest cost regime and other things which have been happening, is that the evaluation process that has become a little more tougher? Or evaluation criteria has become more stringent? Or -- is there any difference in the way we've been approaching opportunities in the past, and what we're doing, when looking at them now?

UPL Limited

UPL Limited CC-Sep23.pdf · 2023-10-30
Mike, just one question. When you look through the next few quarters, at what stage you see the industry or for that matter our portfolio start getting to positive value growth from a pricing perspective?
Anand, now interest cost as a percentage of our EBITDA has become a much higher component than it used to be a couple of years back even after the post-acquisition period. I mean how are we looking at that interest cost component versus reducing the salience of that on our EBITDA?

SRF Limited

Cipla Limited

Cipla Limited CC-Sep23.pdf · 2023-10-27
Umang, just following up on the US, I think if I remember correctly for the last two quarters you mentioned that the Revlimid sales have been broadly in line with what we were in Q4 and there is almost $25-odd million delta we've done in this quarter versus Q1. So, I just want to double check, is it fair to assume that all of this $24 or $25-odd million delta which has come through versus Q4 is all on our regular business primarily driven by the non-Revlimid business?

PI Industries Limited