Stockrabit · Analysts
Questions across 5 calls

Sidharth Negandhi

CWC

Poly Medicure Limited

Poly Medicure Limited CC-May26.pdf · 2026-05-25
Three questions from my end. If you could give us some details on the Brazil acquisition in terms of the categories the target operates in, what is the revenue and what's the acquisition cost like that you've paid? And on the current acquisitions that were made, Citieffe and PendraCare, is it fair to assume that most of their sales, which you highlighted broadly about INR65 crores this quarter are in EU itself? Or is there an EU and ROW sort of split there? If you could give us that and accordingly to understand what the organic performance on EU and ROW is? And on your guidance of 15% to 17% stand-alone growth, could you give us a sense of how would that pan out domestically versus for exports and for the core infusion therapy versus the new therapies?
Got it. Just a follow-up on that, given how that's panned out. In terms of the headwinds that you saw this year in Europe, how are you seeing the situation on ground now? And when do you expect -- at what point in time in FY '27 or whenever do you expect this to normalize?

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-May26.pdf · 2026-05-12
Got it. And any FY27 guidance and any specific AI implementation that is helping you either get through programs faster or get better quality output for any of your programs? Yann D’Herve: Maybe I can answer as this is Yann here on AI-related topic, right? What is important for us is customer centricity and how we support our clients in their projects. That is how we are successful as an organization. As such, we have implemented some AI tools in order to improve our analysis on essentially our results right, in order to be able to have proper communication with clients and offer as well opportunities for improvement. So that is one example of use of AI tools that we currently have in our platform to support the client.
Any FY27 guidance across the three?

Emcure Pharmaceuticals Limited

Emcure Pharmaceuticals Limited CC-May26.pdf · 2026-05-05
You mentioned certain AI initiatives that are beginning to show results. If you could provide some color on that? That's question one. Second is in terms of market share in your covered markets, how did that pan out in Q4 and in the full year? And the third is in the semaglutide part that you're talking about, right? How are you seeing catch -up post you taking down the pricing in the month of April, given the launch of generics, are you seeing your market share flow back? Those are the 3 questions.

Britannia Industries Limited

Britannia Industries Limited CC-Nov25.pdf · 2025-11-07
Hi, thank you for taking my question. A couple of things. First, just one, you mentioned about the cheese market demand sort of being impacted. If you could throw some color on, do you see this being more short term? Are you seeing certain changes in consumer behavior there? And the second one was on your biscuit volumes; you mentioned that the Indian consumer is very cost conscious in terms of number of transactions he does. Now, if you are going to see an increase in volumes, is there a risk that over a period of 3-6 months, overall her volume of biscuit that she eats is going to remain similar and therefore, you will actually see a value reduction, which obviously can be offset by market share gains and therefore, sort of growth remaining in the same 8%-9% range. These are my two questions.
So, where you mentioned right now, essentially there is a certain volume of biscuit that the household consumes.

Alkem Laboratories Limited