Stockrabit · Analysts
Questions across 1 call

Pulkit Singhal

Dalmus Capital

IPCA Laboratories Limited

IPCA Laboratories Limited CC-Sep23.pdf · 2023-11-10
Thank you for the opportunity. This question on Un ichem I mean broadly when you look at the US opportunity from three to five years out you obviously alluded to the cost synergies and the market extensions but when you think about addressing that opportunity are you looking to invest in the Unichem business to do mor e new product developments? How do you decide what will be done here versus IPCA or wi ll these two be very independent growth engines just a broad thought process five years out?
Understood. Thank you and the second question is b roadly you had given a guidance of Rs.1800 Crores of revenues and Rs.300 Crores of EBI TDA? Obviously you have a much better understanding now having probably evaluated further? I mean the company is already doing almost Rs.1700 Crores of revenue? I mean even now if you just analyze the first half so how do you see that trajectory changing over the next three years? What is the peak potential in terms of revenue growth itself?