Stockrabit · Analysts
Questions across 4 calls

Shreya Chatterjee

Ageless Capital

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-May26.pdf · 2026-05-12
Thank you for taking my question. My first question is just confirming the fact that you had mentioned there would be four commercial molecule launch in FY27. So , I guess two molecules have already launched. So is that in progress, like four total molecules to be launched in FY26 and FY27? Hello? Yann D’Herve: I confirm, right? Two have launched and we expect the two others to launch, of course, depending on the clinical performance and we expect these to be known within the next 12-18 months.
And would it be possible to give any color like in H2 how much are you expecting from these new commercial molecule launch? Yann D’Herve: I think Himanshu had provided the response. I mean, we are not yet ready to answer that question. That will come later.
Cohance Lifesciences Limited CC-Nov25.pdf · 2025-11-12
Thanks for taking my question. My question is more from a strategic viewpoint of understanding Cohance’s scientific capabilities and how it translates to its earnings or the revenue growth. If I see the ADC capabilities that Cohance has and it caters to v arious innovator companies, in the past, for example, historically, if we see, FY23 and '24 had seen some of the ADC molecules perform very well in their self-run, but we did not see the growth coming in, in those years for Cohance. So, w hat am I exactly missing over there? And also, there are certain indications that some of the ADCs have gone further approval or some of the ADCs have failed some of the first -line trials that have come out recently. So from the investment perspective, how do we see the impact on Cohance sales going forward?
If I may ask as a follow -up, when do we see the inflection point for the niche technologies in pharma CDMO going forward?

Indiamart Intermesh Limited

Indiamart Intermesh Limited CC-May26.pdf · 2026-04-30
Thank you for taking my question. I'd like to understand what other metrics that you provide in your presentation, do you actually track to understand that the RFPs that are provided out by the buyer is actually closed by the sellers? So are there any close metrics that you track that, okay, it will be closed with 80% or 90% fulfilment rate? So anything on that?
Got it. And secondly, on your product listing side, the number of active products has gone up. So are you trying to like focus on certain particular categories with this increased product listings? And on my first question, you say that you track it on a l ag basis, like after you send out the mails, then you get to know what was the fulfilment rate. But do you want to incorporate some measures so that this can also help you to close more leads and that would actually get the buyers more interested?

Granules India Limited

Granules India Limited CC-May26.pdf · 2026-04-29
Congratulations for a good set of numbers. So my first question is regarding the statement that you say that controlled substances you are now at the fourth position. So would it be possible to give out the number like total revenue of controlled substanc e? And also, in the controlled substance space, basically ADHD, you have a very high potential drug, which is lisdexamfetamine dimesylate, or the generic Vyvanse. So how is that going on? Because for the other generic companies also, there had been some issues of product recall. So if you could just comment on that.
Got it. And would it be possible to give out the market share for this Vyvanse, the current market share that you have captured? Okay. And any comments on the pipeline for both the controlled substance and the oncology drugs? Like in the next 3 to 5 years, how big you see that opportunity to be growing?