Stockrabit · Analysts
Questions across 3 calls

Ranvir Singh

Nuvama Wealth

Himadri Speciality Chemical Limited

Divi's Laboratories Limited

Divi's Laboratories Limited CC-Nov25.pdf · 2025-11-07
Just two, clarity. In the CMS segment, have you seen any changes in significant changes within CMS between commercial supplies and development revenues year-on-year?
Yes. So broadly, I wanted to understand the trend because they have to -- it has to do with the margin. So, as you explained, here, we see pricing pressure there in generic segment, and that is getting offset by what we are gaining in the CMS. So, I though t maybe in CMS, within CMS, we have a different stream of revenues. So, we see there also some changes there or this is continuing year-after-year. So that is the intention to understand.

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Sep23.pdf · 2023-11-07
My question was related to the development of the CMS revenue part, so you said that one molecule which actually had offtake for mere commercialization, so that has your offtake, so just I wanted to understand that whether we have catered to full order price of that particular molecule, or this is a part of a bigger order we have in hand for that particular molecule in development phase?
My question was related to that particular molecule because we have other molecules also and hence, I can understand that we will keep on getting orders for different molecules, anyway, so the second question was related to that Unit 3, what kind of utilization currently we are standing at?