So Kiran, you highlighted that you have completed construction of a dedicated building block for peptides that include various SPPS reactors. So just want to understand, will that be good enough to cater the customer demand for next 4, 5 years? Or is there any possibility that you may need to expand the capacities? Actually, I just want to understand how the trajectory may look like?
Yes, sure.
Sir, just one question on the contract that you have signed in April 2024. So how far is the company as far as the commercialization of this contract is concerned?
Understood. Sir, one question I have on the peptide space. Even beyond GLP-1, right, there is a lot of innovation that is happening in the segments like IL-23, PDCs, etcetera. So just want to - - just wanted your thoughts on these segments, where the company is placed as far as opportunities in these segments are concerned. Are you working on any project with the customer -- with innovators, especially in these segments?
Hi. Thanks for the opportunity. So one question on hospital ARPP growth. So 10% growth in 9 months looks quite impressive. So I just want to understand how sustainable it is. So can you maintain this 10% kind of growth? Or there is a possibility that it can come down? Thank you.
Just one question again on margin trajectory next year as you are guiding for INR150 crore kind of loss in the new units. So just want to understand, do you have levers in the existing network that can mitigate the impact of losses in the new units? Or are you seeing a significant dip as far as the margins or the hospital business margins cumulatively in the next year?
This is related to hospital margin. Given that there is an expectation of around Rs. 150 crore of losses in the new hospitals put together over the next couple of years , so does the Company have enough room to absorb the entire losses? I am just trying to understand how to look at the Company's overall hospital margins since '26 and '27, whether they can remain stable, can move up or down , if you can help us understand?
Yes, that I can understand . I am just trying to understand overall margins in '26 and '27, right? Whether that can remain stable or you are expecting a marginal dip?
Thanks for the opportunity. In the opening remarks, you talked about that the quarter has been also impacted or the volumes have been impacted by adverse season. So is it possible for you to break it down how the seasonal volumes or the fever-related volumes have grown in this quarter or how the specialty or semi-specialty test-related volumes have grown in the quarter? Thank you.
Understood. Basically, it has declined, right? And approximately, what is the share of this portfolio in the overall patient volume, approximately? Can you give any ballpark number?
Yeah. Thanks for the question. Just one question on the quarterly performance. So, though the Y-o-Y growth is strong, but also on the low base. If you look at it on the quarter -on-quarter basis, so the growth is strong 15%, right? And this is a bit unusual given the fact that customers stock inventory into the March quarter. So, what has helped you in bucking the trend? Is it that existing products where you got an additional wallet share kind of stuff or any new product that have kicked in? If you can throw some light.
Understood. Thanks. And although you highlighted that it is an exceptional quarter, but how to look at the full year numbers, right? Is there any change in the outlook compared to what you highlighted in the past? Or is it like more or less a status quo? You would like to wait and watch for the coming quarter?
Ankur, you highlighted that you want to bring down immunosuppressants by around 5%, 10% lower from the current year. Is it possible for you to share what is the current share of immunosepressants in your API revenues?
Understood. And you also talked about actually, in some of the previous calls, that you want to launch around 8 to 10 in the infective antifungal segment. So what is the progress out there? And any specific products, actually ?if you want to talk about a few products that can contribute meaningfully, let's say, over the next couple of years in these segments that we need to watch out for.
Ankur, is it possible for you to give some color on how you grow how the API segment has grown when it comes of volumes, right, and how the prices are faring in this quarter? Because what you are hearing from across the board, the API segment has seen a significant correction in terms of prices. So how are you seeing the pricing and all these things?
Just a related question in the anti-infectives and oncology. So, is it possible for you to highlight which are the products or molecules that you expect to see some significant traction, let's say, over the next 1 to 2 years?
Thanks for the question. If you look at EBITDA, this year the Company has done quite well, we have seen expansion in EBITDA margin in the existing units, and even the new units acquired in that division was quite well. Now we are seeing another 1,400-1,500 beds coming up this year. So it would be great, actually, if you can just give some qualitative colour on how to look at the overall EBITDA growth margi ns like for the next couple of years? Thank you.
Thank you sir, this is comprehensive. Just one more question. As I think there is a significant capacity expansion by you as well as the peers, so how you should look at the situation as far as supply of doctors or medical tellers, nurses, et cetera? Thank you.
Just one question from my side. It is good to see that India and RoW, particularly the non -U.S. markets are seeing the kind of attention now that's being required. So, if you can just elaborate basically how we are going to do that? What has been lagging so far? What new basically we are going to do in these markets?
This is related to capex as well as investments. So, over the next 3 years, how the company is going to spend on biosimilars plus GLP-1 put together?
In API segment actually, we have seen a decent rebound and it is largely led by oncology. So , can you please call out what has driven this rebound and is it a broad -based or any product - specific contribution, any milestone income in oncology, etc., that would be helpful?
So, do you expect the current run rate can sustain in the coming quarters or in the next year as well?
In API segment actually, we have seen a decent rebound and it is largely led by oncology. So , can you please call out what has driven this rebound and is it a broad -based or any product - specific contribution, any milestone income in oncology, etc., that would be helpful?
So, do you expect the current run rate can sustain in the coming quarters or in the next year as well?
Abhay, my question is related to compliance issues. So how we should look at this year 2025 as we have few facilities down with the FDA. So what is preparedness of the company? And are you expecting any facility going for the re-inspection? So I'm just trying to assess that what is the way forward to revive this business, which is, I think, down at historical lows at this point of time?
Okay. But are we expecting any of the facility to undergo inspection this year? Or have you missed any kind of material changes that can improve the company's confidence level that we may be able to clear these facilities from here on? For further updates and specific queries, please visit www.sunpharma.com or feel free to contact Abhishek Sharma, +91 22 43242929, abhi.sharma@sunpharma.com, Gaurav Chugh, +91 22 43245373, gaurav.chugh@sunpharma.com,