Stockrabit · Analysts
Questions across 2 calls

Tushar Bohra

MK Ventures

Granules India Limited

Granules India Limited CC-Sep23.pdf · 2023-11-09
Sir, quickly couple of questions. First, in the last couple of years something or the other has continued to bog us down in terms of execution. We hit a quarterly high somewhere in mid-2020 about 164 crores of PAT and then obviously a lot of things have happened since then. But it would it be safe to assume that, with the IT incident and the third party logistics issue behind us, we can look at next few quarters strong set of execution and on a much higher revenue base. Can we expect that, we can have much better profitability, should we look at most of these execution challenges or sporadic issues are no w behind us. And we can look for a few quarters of really strong execution net growth for the company?
Got it sir. And the sharp formulation growth in US, is it more to do with your core molecules, like something to do with the core molecules or is it the newer molecules have now started to contribute at a higher run rate?

Laurus Labs Limited

Analysts/Institutional Investor Meet/Con. Call Updates Laurus Labs Limited has informed the Exchange about Transcript · 2023-07-27
Starting with your introduction we see a lot more emphasis on gene therapy and immunoACT, there is also this crop protection contract we have signed. So, increasingly we are seeing efforts now starting to become intense on the need to diversify from ARV and the traditional areas you were working on. Can you just throw some qualitative light and maybe some milestones to look out for over the next say three years. On the different areas that you are working on including maybe immunoACT and gene therapy itself maybe on flow chemistry, fermentation-based products. There was in one of the calls talk about your efforts on injectables or you are looking out for injectables, just to understand the bridge from where Laurus is today in say three years’ time where we would be from a therapy and area of work perspectives.
This is like something that’s already understood. What I am trying to understand is let’s say within Laurus Bio what are the initiatives being taken today qualitatively what areas you are focusing flow chemistry you have mentioned, so what exactly are you looking at, something on those lines, maybe a bit more granular and not speaking to generic API and CDMO kind of things?