Questions across 3 calls

Sudarshan Padmanabhan

ASK – NDPMS

Emcure Pharmaceuticals Limited

Emcure Pharmaceuticals Limited CC-Feb26.pdf · 2026-02-04

Thank you for taking my questio ns and c ongrats on good set of n umbers. I would like to understand a little bit more on the domestic side where we have done quite well in the last few quarters. We have embarked on pushing a little bit more on the chronic side, I mean, through in-licensing, through Sanofi. And also, if you look at it, embarking or deepeni ng our presence in gynac therapy, etcetera. So if you can give some color with respect to the acute, chronic, where do we believe is a sweet spot where we think acute and chron ic in terms of having the split, in terms of also engaging with the doctors? So just a little bit more color on that? And how do we expect to expand the therapies from here as well?

Yes, sure, sir. And with respect to the licensing strategy, I mean, of course, it gives you the edge when you go and speak to the physicians, etcetera. I mean the kind of deal that we had with respect to semaglutide, what is the strategy here in terms of strengthening our presence with the doctor community? Where do we think we would like to kind of engage more? And how do we see the proportion of the business coming in from this part of the in-licensing or primarily tying up with the innovators?

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Mar25.pdf · 2025-05-14

Thank you for taking my question. So my question is to take forward the comments on the CAPEX specifically on the CMI space. One is on the transit side, how much of the inventory is basically which has not been recognized. Second is a little bit more strategic, now that we have the gadopiclenol iodinized molecule and also new capacity of gadopiclenol coming in. If you can give some color on how do we see the ramp up in the near term as well as on the longer term on this year?

Yes, so the second part is, with the opportunities in the CMI space ahead, the gadopiclenol all and the iodinated molecule and also our customers which has added capacity and as a part of our capacity is also towards this, how do we see the ramp up stay in the near term as well as in the longer term for the CMI space?

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Mar25.pdf · 2025-05-09

Congrats on the great set of numbers and tie up. Sir, my question is to understand a little bit more with respect to the tie-up with Chemours, especially if I look on the nature of the products that we are dealing with. I mean this opens a completely new a rena of business for us in terms of targeting the AI customer in terms of fluid. What I'm trying to understand is at the size of the capex today with respect to the price and the potential of the industry, I think Chemours themselves talk about $550 million to $3 billion. I'm trying to understand, one, you're scalability with Chemours. Number two, can you take this technology and knowledge and extrapolate it to other products so that you can target a wider range of customers ?

Sure, sure. So I mean, in the sense of targeting the larger audience within the space. I mean I'm just trying to understand because this is a first step into this space, whether this will open up a new business for us altogether, as I'm fast-forwarding, say, three, four years?