Questions across 5 calls

Rusmik Oza

9 Rays EquiResearch

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Nov25.pdf · 2025-11-07

Thanks for the opportunity. My question was regarding Bempedoic acid. Since we have expanded capacity to 150 metric tons, if you can give us a little guidance of when do you expect this capacity to get fully utilized? And if you could just share some scenario of what the pricing is right now, that would be helpful.

Okay. Any guidance on the ramp up of utilization also or supplies? We don't need any accurate numbers, but at least some direction could help us to understand the visibility and the potential of this product.

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Nov25.pdf · 2025-11-04

Yes. Thanks for the opportunity. I have two questions. First is on the molecule that is on the Bempedoic Acid. How much of this product, in terms of the innovator requirement is made from our company? And second question, in the same regard is, one of the competitors, Neuland Laboratories also expanded its capacity by 100 metric tons in this space. So, do you see any threat or any competition in terms of fulfilling the demands of innovators on this side?

Thanks. And the second question is regarding the backward integration at Mahad. Once the first phase comes in, how much of your requirements of whatever raw material intake gets covered by this CAPEX? And in terms of margins, how much headroom or improvement in margins do you expect from this backward integration?

Natco Pharma Limited

Natco Pharma Limited CC-Dec24.pdf · 2025-02-13

Thanks for the opportunity. Sir, my simple observation is, you know, this December quarter, we didn't have sales of Revlimid, and we did 475 crores of revenue. Does it mean that in between March to September, we have done roughly around close to 2,500 crores of Revlimid sales? And because the calendar year is end, the last calendar year, if you could just provide us an absolute figure of what kind of revenue sales we did last calendar year, it will help us to understand what kind of growth we will see in this calendar based on one third market share.

Okay. Second question, sir, on the base business, any guidance you would like to give? What kind of growth you are anticipating for this calendar year or FY '26?

Suzlon Energy Limited

Suzlon Energy Limited CC-Dec24.pdf · 2025-01-28

Am I audible?

Sir, I want to check up in next fiscal year, if industry does around 6 GW, can we maintain the market share of 40% which we I think last quarter we were above 40% market share, if you can just give some color on the kind of market share you would retain next year?

Anand Rathi Wealth Limited

Anand Rathi Wealth Limited CC-Sep23.pdf · 2023-10-13

Sorry for the disturbance. My question to both Feroze and Chethan was just to understand the strategy of the Digital Wealth space. Because in the last one year, number of customers have gone up only by 10%, because it's a platform business much more fast scalable. And in terms of AUM, it is around 3% of our assets as of today. What's your strategy for this in the next three to five years? And in terms of profitability, how does it compare now and ma ybe five years down the line, once it is fully scalable, how could it build up?

Thanks for the elaborate answer. That was very helpful. My second question is, since our business is actually more driven with manpower, and that cost doesn't go up so much. But as earlier Sunil was asking, if you have got 10% - 11% AUM growth and another additional growth coming from various other aspects. And if you grow at 20% - 25% per annum for the next couple of years, then is there any scope for the net margins, we make around 30% right now, to inch up further going forward? Or we feel that this 30% is something which could stay for the couple of years?