Stockrabit · Analysts
Questions across 2 calls

Rashmi S

Dolat Capital

Ajanta Pharma Limited

Ajanta Pharma Limited CC-Sep24.pdf · 2024-10-28
Again, on this Africa branded business, the quarterly sales had actually declined quarter -on- quarter, is it something related to seasonality, or the supplies were higher in quarter 1 and that's why it got adjusted in quarter 2? And you also mentioned that in the second half, it would taper down. So, if you can just explain the strategy, is it something the seasonality effect or more to do with the supply stand?
So roughly in second half, we should see the same kind of Rs. 400 crores plus sort of like Rs. 230 crores, Rs. 220 crores of sales for quarter run rate it should be the stable sales to assume?

Poly Medicure Limited

Poly Medicure Limited CC-Sep23.pdf · 2023-11-06
Yes, thanks for the opportunity. Just on the sales guidance front basically you have mentioned that there is a change in the overall medical regulation and ahead say in next 3, 4 years I know that we will be growing gradually but in next 3, 4 years the mix would remain similar, or we feel that the contribution from the domestic business is likely to go up in a big way.
Okay and when you mentioned the US business that you are trying to take up the MNC market share and those companies are already in the industry for decades so is it like we are going to play on pricing that we are going to give a discount compared to the MNC products or it will be more or less similar so if you can just give more colour on how we will be able to achieve that kind of market share from them.