Questions across 3 calls

Vidit Shah

Spark Capital

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Jun25.pdf · 2025-07-22

Hi. Thanks for taking my question. Sir, two questions I had. Sir, one was, while I understa nd that inventory has hit the P&L , I would assume that revenue too would be booked in the same quarter. So, I am still confused around why margins have taken such a sharp decline, unless there were one-off overheads which have been recognized in the quarter. But happy to take that offline if you may. But my second question was on why are we seeing reduced levels of inventory? Why are we consciously reducing levels of inventory in Q1?

But the revenue would also go up in the same way, right? So, margins may not be impacted.

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

Hi, good evening and thanks for taking my question. Just wanted to get some color on the CAPEX plans post-Mahad and Dahej. You said you'll share more details in the next coming quarter, but just broadly in terms of high -level strategy, what are the focus areas that the Company is targeting to use this Rs. 1500 crores would be great?

Okay. And the late-stage pharma intermediate molecules that you are working on, would you be able to share what sort of therapies they go into?

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Mar25.pdf · 2025-05-15

I have two questions. One is on the new product launch in CMS, if you could give some color on the size of the opportunity that we can see in the long run from this one particular product? And what are the launches that you anticipate beyond FY26? And the second one is I understand that the CMS business is a little lumpy given the model, but what caused the sharp revenue decline in the specialty molecules in the GDS segment?

Just as a follow-up to the first response, when in FY26, can we expect delivery to begin?