Sir, firstly, on the gross margin front, where the proportion of Synth esis business has reduced quarter-on-quarter, API and FD F, which is largely ARV , have increased. And despite that, we are seeing reasonably good improvement in the gross margin. So, if you could just elaborate on that aspect first?
And sir, on the ARV side, just if you could give the breakdo wn of API and ARV formulation sales for the quarter?
Sir, just on CDMO business, now that the animal health facility is commissioned, even agrochemical. So has this contributed meaningfully for the CDMO business for the quarter? Or the other way to ask is if you could break the CDMO business into Human health, Animal health and the Agrochemical and Ingredients?
So will that come up in the coming quarters? Is that the fair assumption or it would take some more time
Sir, just on CDMO business, now that the animal health facility is commissioned, even agrochemical. So has this contributed meaningfully for the CDMO business for the quarter? Or the other way to ask is if you could break the CDMO business into Human health, Animal health and the Agrochemical and Ingredients?
So will that come up in the coming quarters? Is that the fair assumption or it would take some more time
Sir, just a bookkeeping question first. How much of the ARV formulation sales for the quarter?
So with respect to this investment by Eight Roads in the fermentation business, we were already implementing the capex for 2 million fermentation facility. So this investment goes into this 2 million facility or this is separately 400 KL capacity, which we are going to come up under the deal with Eight Roads?
Sir, just a bookkeeping question first. How much of the ARV formulation sales for the quarter?
So with respect to this investment by Eight Roads in the fermentation business, we were already implementing the capex for 2 million fermentation facility. So this investment goes into this 2 million facility or this is separately 400 KL capacity, which we are going to come up under the deal with Eight Roads?
Okay, great. Sir, just with respect to the additional operational cost of Noida and Ranchi, if you could call out how much to factor for a full year.
And Ranchi, the new hospital.
Sir, just on liraglutide how much overall business across the geographies you would have made this quarter?
And how many more, like, subsequently in the remaining quarters of '26?
Out of the three anticipated approvals from the in -house complex pipeline, could you just share the market size and let's say the competition that can come up at the time of launch by Gland, without naming the product maybe?
Sure, sir. How much would be the contribution from Enoxa and Heparin for 4th Quarter and FY25 across the geographies.
Sir, just on this, at least as far as Enoxa, heparin products are concerned, if you could share what is our market share for U.S. market in specific?
6% and 25%, right?
Thanks for the opportunity, sir. So, just on MR count, again, we have increased the MR base by almost 1000 over the last one year. And probably, from 5,700, we are reaching to almost 7,000 by the end of FY '26. But somehow the growth rate, or let me put it other way, the MR productivity is still then lower or the growth is still not catching up with the addition of MRs, if you could elaborate on this.
Got it. So, should we break the growth into consumer healthcare, I mean consumer piece and prescription piece for India business?
Sir, just on respiratory again, at the industry level itself for the last 12 to 15 months or like for the past 2 years, the growth has been a bit slow. So if you could throw some light on that aspect.
Understood. Sir, just on U.S. sales, given that we had good launches as well. So maybe specifically for FY '26, if I may ask, like would we be able to like maintain this normalized -- annualized run rate of $226 million for FY '26?
Yes. Thanks for the opportunity. Sir, just wanted to know with respect to these Senn Chemicals, what further investment would be required for next two years to further sort of either integrate with Granules and further scale up the capability or capacity?
Currently, sir, any like sales or profits from this entity, if you could share that number?
Sir, just with respect to the plant which is shut, so what is the sort of operational cost saving that will also sort of help in margin improvement in FY '26?
Okay. So like the existing team as far as even for the semaglutide or the other products within the diabetes, obesity space, we should be good enough to sort of drive the productivity?
Sir, specifically on Telangana front, just would like to understand, given the kind of profitability at which we are currently, but like occupancy is still sort of at 50% primarily because of addition of beds. So here, what would be key drivers to drive both occupancy as well as profitability over next 1 to 2 years, either in terms of case mix, payer mix, if you could elaborate?
Got it, sir. And likewise, for Andhra Pradesh, the ARPOB has been like sort of at least sort of INR20,000. So any chance there to scale up or get further better one as far as ARPOB is concerned?
Yes. Thanks for the opportunity. Sir, just clarification on this EBITDA margin guidance , you said similar to that of FY 2025, right?
It's 28.3%, (+/-28%).
Sir, thanks for the opportunity. Sir, with respect to the start of new therapies in the India market, does this quarter reflects the additional expenses related to these therapies or these are expected to further increase in the coming quarters? That’s my first question.
And the marketing expenses?
Sir, just on the gross margins, given that we have achieved 60%, while the segmental mix has favored. But as we go forward, the backward integration as well as the logistics cost easing out. So across both gross margin and EBITDA margin, directionally, it would be better off or how to think about it?
And what kind of operational cost to be considered either as an employee cost or other expenses on account of starting of the Kakinada Unit 3 in the coming quarters?
Thanks for the opportunity. S ir, first one on the hospitals which are coming up over the, say, next six months. So, with respect to those, what kind of operational cost addition can be factored for FY '26?
Yes sir, the ones which are coming up in say Q1 FY '26, Mohali, Max Smart, Saket?
Thanks for the opportunity , sir. Sir, with respect to biotech funding while , you know, there is some gradual improvement, but apart from our, let's say, the interest rate, what is it that is holding on in terms of the increasing the biotech funding ? Is the project itself running at a slower pace or is it only to do with the finance cost? That is my first question.
Got you. B ecause the commentary, the kind of optimism which in general we had from the CDMO companies, it seems to be, you know, sort of moderating in terms of the outlook , and that's the reason to ask this question. Secondly, if you could just also…
Sir, with respect to the prescription business, we have commented that there has been corrective measures as far as MR efficiency is concerned. If you could elaborate what were the lacunae or the loopholes wh ich we have tried to address and subsequently improve the MR efficiency? That's my first question?
That's quite comforting, sir. Sir, secondly, while you have highlighted on the organic revenue growth, would it be possible to share organic EBITDA growth as well for the quarter?