Alkem Laboratories Limited — Q1 FY25

we are bound by the settlement agreement that we have with the innovator. So unless, you know, the final outcome of all the litigations on the patent, you know, are clear, you know, we would not be... I don't see it getting launched... before the agreement date and which would be somewhere, I would say 2026 or 2027

this is mostly from Chile this year, in this quarter, you know, that we have had it to the tune of- Fifteen crores. INR 15 crore, you know, as forex gain... That is reported as part of other income.

operationally, you know, we would be improving it, but because we have new investments to make... which will dilute our EBITDA, you know, by, say, another 1%. So net-net... should be somewhere around 18.

I see the API pricing, you know, remaining more or less stable now... product mix change might impact margins, you know, for two quarters, you know, it by say 2%.

last year our gross margin was 61%. This year... we see it into further improvement of around, say, 150 basis points in our gross margin for the full year.

we are investing in our Enzene US entity... total investment is around between INR 400 crore-INR 450 crore... maybe from FY 26, 18 we'll see a positive result from this.

we have had a volume growth of close to around 1.5%. We have the new launches have contributed to around 2.5% and, you know, balances are, I would say, price growth, which is again close to 2.5%.

U.S. generic, you know, is seeing a single digit price erosion. That trend continues, even for this quarter.

we are looking at a single digit growth, you know, from the first market... we launched, in generic Supretend in Q1. In Q2, you know, we've just introduced, Dabigatran... I look forward to around 8-10 filings that we would do, you know, in the current, financial year.