Stockrabit · Analysts
Questions across 26 calls

Saion Mukherjee

Nomura

Torrent Pharmaceuticals Limited

Torrent Pharmaceuticals Limited CC-Sep23.pdf · 2023-10-23
Aman, just wanted to reconfirm your view on India here. So, you mentioned, you think 7% to 8% growth that IQVIA is showing looks credible and you mentioned that's the kind of growth you expect going forward. Actually, this appears to be a slowdown because historically we have seen growth rate somewhere closer to 10%. Now, this seems to be structural in nature given we see many companies launching trade generic, we are seeing the Jan Aushadhi volumes picking up and some pharmacies launching generic medicines and pushing private labels, don't you think these are structural changes which are happening in the industry which is dragging down the overall growth?
My second question is on the U.S. market . We have seen sequential drop in sales. So, this rationalization was something specific for this quarter and also you mentioned about on co launch. What kind of cost would have hit our P&L because of this facility commissioning , if you can give some numbers around that?

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Mar24.pdf ·
Abhay, you have indicated in the past, these last 2 quarters, Revlimid was not a big contributor. I remember, in 4Q, I think you mentioned last year, it was. So I just wanted to check, is there a big contribution from Revlimid this quarter? How should we think about that in the coming year, please? 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,
All right. Understood. And the second question again on ILUMYA in the US, in particular. So what are the growth drivers that you see, now the product is established, going forward, that could help it grow for the next, say, 5 years or so?