Stockrabit · Analysts
Questions across 4 calls

Rahul Bhardwaj

Firm not listed in source transcripts

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2025-10-23
I would like to get a sense of how do you see the fragmentation between the generics and CDMO to evolve over the next 2 to 3 years? I think roughly as of now, CDMO contributes around 30%. How high or low do you think CDMO will be contributing over the next 2 to 3 years?
Would it be possible to give some idea, like how much growth do you expect? Like, could it be 10%, 20% every year

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Sep24.pdf · 2024-11-06
So, in the last 5 years, I guess, the guidance from Neuland has been that they've made an effort to shift from generic molecules to specialty molecules. Could you give us a colour on how do you foresee the landscape for the next 5 years? And what's the strategy going ahead? I think if you look at the mix now, it's heavily geared towards CNS we've kind of made a footprint and made a reputation and we have access to a lot more clients. How do you foresee things going ahead in the next 5 years? And from a revenue and sales and profit growth perspective, do you anticipate the coming 5 years to be that we can maintain or better the progress we've seen in the last 5 years?
Neuland Laboratories Limited CC-Dec23.pdf · 2024-02-09
Congratulations on the numbers. Thanks for sharing the guidance. As I understand correctly, you mentioned for the next fiscal year, we would expect nominal growth, and then for the FY26, we can kind of expect a healthy growth rate with new molecules in commercialization. and then you also mentioned like for the next 4 to 5 years, we can expect the business to grow 20% annually. So are you suggesting more on the lines that the growth would be north of 30%, 40% in the FY26 versus the current fiscal year and the next fiscal year. So would that be a correct understanding, and interpretation to quantify?