Stockrabit · Analysts
Questions across 12 calls

Saion Mukherjee

Firm not listed in source transcripts

Lupin Limited

Lupin Limited CC-Nov25.pdf · 2025-11-07
We have seen very strong growth in some of the emerging markets like Brazil, South Africa, you mentioned, and also in Europe. How should we think about the growth, because the numbers are very high, so is this number sustainable? And on this pace, how should we think about growth, if you can take us through in these markets, and what will drive that?
So, Vinita, all put together, you're expecting like double digit constant currency growth across all growth across all these key markets?
Lupin Limited CC-Dec24.pdf · 2025-02-12
So Vinita, Nilesh, if you can talk about Semaglutide, other than Canada, which all markets you already filed. And if you can take us through 2026 and 2027, how should we think about the launches? And your preparedness in terms of formulation and API? And how much will be the dependence on partners for this product? So if you can just draw the landscape broadly for this product over the next two years?
And next one was on green propellant. You mentioned Vinita about that opportunity. So how should we think about it? When do we get more clarity on this? And how meaningful this opportunity you see at this point?
Lupin Limited CC-Dec23.pdf · 2024-02-08
Hi. Thanks for taking my question. Ramesh, if you can like we have got to 20% EBITDA margin. So if you can sketch in terms of markets, which are the ones where you see th e margins much higher than 20% and which are the ones which are sort of lagging behind, and how the dynamics on margins for each of the markets, for the key markets, if you can highlight?
Okay. And any comment on the API business? Because it's small, but it has been a big drag, at least in the recent past I understand.

IPCA Laboratories Limited

Zydus Lifesciences Limited

Zydus Lifesciences Limited CC-Dec24.pdf · 2025-02-05
Yeah. Hi, good afternoon, Dr. Sharvin, you know, one question on the specialty business. I just want to understand, you know, what's the P&L impact currently, specifically, if we can highlight the front end expense that you're currently incurring at Sentynl in this financial year and also on the research and development, how much you know you are spending and going forward, you know, how should we think about these spend and in that context we have done some inorganic moves with respect to specialty, any thought, any color you want to because now you have a good cash on books as well. So, if you can just take us through, you know, your thoughts on spending on specialty both in acquisition and through the P&L , what is currently and how you're thinking going forward?
If you can share the numbers Nitin bhai in terms of like R&D spend and also the Sentynl losses if you can highlight for this year?
Zydus Lifesciences Limited CC-Mar24.pdf · 2024-05-17
Yeah, hi. Thanks for taking my question. Sir, just one clarification to start with . Your guidance for next year is consolidated high teen growth or double -digit growth, I just miss ed that and also on the margin, you're expecting it to be flat with Asacol HD competition or you expect it to improve for next year?
And Sir this number that you mention ed is on a consolidated basis , at overall company level , double digit to high teen is what one can expect?

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-May26.pdf ·
Yes, thanks for taking my question. You know just one question on the, if you can share like what kind of employee strength that Organon has, any indication how it's split between manufacturing, R&D and commercial front-end or geography wise? And I was wondering like this company was spun off not long back and you know they had their own challenges. Do you have any sense of the level of attrition that Organon is facing currently and is that something you need to address to stabilize the business? For further updates and specific queries, please visit www.sunpharma.com or feel free to contact Abhishek Sharma, +91 22 43242929, abhi.sharma@sunpharma.com, Gaurav Chugh, +91 22 43245373, gaurav.chugh@sunpharma.com,
And any comment on attrition?