Stockrabit · Analysts
Questions across 4 calls

Rikin Shah

the Boring AMC

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Feb26.pdf · 2026-02-09
So you have already answered questions on molecules and pipeline. So my question on that end are already answered. But I just wanted to understand the quality of discussions incrementally, you have said that growth for 3 years now only depends on execution. But for the growth ahead, like you said, decade growth will require a certain type of focus. So what are the type of conversations with innovators, we are engaging in to make CMS a really bi g endeavor for us down the line?

Acutaas Chemicals Limited

Acutaas Chemicals Limited CC-Mar25.pdf · 2025-05-02
Congratulations on a very strong quarter, sir. My question is pertaining the Ankleshwar unit. So I understand Block 1 is being used for our marquee customer in CDMO. But for Block 2 and 3, have we decided how it would be used? Like would it be for a specific product? Or would it depend on the multiple products that we have?
Okay, sir. And last question on the Baba Fine Chem part. So I understand it's the end-use segment is sort of seeing a down cycle, and that's why there is a demand sluggishness, very, very evident. So when do you foresee, first, our Heraeus side coming back; and b, addition of more customers because we are also in the process of maybe getting more approvals done with more customers?
Acutaas Chemicals Limited CC-Mar24.pdf · 2024-05-13
Naresh bhai, congratulations on a very good quarter. So my question was more on strategy side. So now we have 4 different verticals; Advanced Intermediate, Gujarat Organics, Electrolyte Additives and Baba Fine Chem. So apart from the Advanced Intermediates segment, we don't have that deep of a history in the other segments, and they are sort of new for us. So naturally, there will be differences in customers and regulations. So considering that these verticals we have ambition plans to grow, what kind of team-related changes and hiring are we doing here?
All right. Got it. So with respect to Baba, you already explained. So are we sort of, we can say, in an order book formation mode, like with these initiatives over time, we will sort of see that product book being built for us?