Stockrabit · Analysts
Questions across 2 calls

Surya Narayan Patra

PhillipCapital India

Aarti Industries Limited

Aarti Industries Limited CC-Nov25.pdf · 2025-11-07
Thanks for the opportunity sir and congratulations for the great set of numbers. My first question is on the, let us say, the MMA. So within a year, you are just almost like tripling the capacity. Can you give some sense what incremental confidence that you are having on this product segment? And now with the diversification, whatever that we have seen from the GCC market together, so what is the split between GCC plus other for MMA currently?
Second question is on the upcoming projects which are likely to drive profitable growth for you the way that you are indicating. So any of the upcoming projects, whether it is the multipurpose plant or the PEDA or the other set of projects. So any of them, whether that has been backed by a customer and hence, the implementation of those projects or execution of those projects would not be deferred or delayed?

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-Nov25.pdf ·
Sir, my first question is on the specialty business in the non -U.S. In fact, what we are observing that the ROW and Emerging Market growth looks really strong in the recent quarters. So is it mainly driven by the fundamental growth triggers that we are witnessing in those markets o r it is also a role played by the specialty business in the non-U.S.?
So can you elaborate a bit on your specialty in the non-U.S. market business, although it has already been indicated that brands of U.S. is likely to see newer markets and hence, growth. So any incremental initiative thought process about expansion, extension of these brands, if you can?