Aarti Pharmalabs · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
54%
Numeric claims
8
Consistency
contradicted
Question ledger
Ankit Gupta · Bamboo Capital
partialWe are exploring putting up these dedicated block which can manufacture several of these potential long-term projects... once we have some strong understanding of that I think in the future quarter we'll let you know... it can have potential of close to 250 to 300 cr top line also single block.
Ankit Gupta · Bamboo Capital
evasiveThe traction is to reach this goal as soon as possible. Of course, it depends on the customer projections and how the products get launched... we don't have a firm number how we will reach and when we will reach this number of 100 million.
Ankit Gupta · Bamboo Capital
directWe will be able to surpass the FY25 numbers of API intermediates. We were around 770 cr. We should be able to surpass that in FY27.
Meit Katraia · Nveshai
evasiveWe don't want to give a pointed guidance for any one year. So we are giving a general guidance of 15 to 18% because projects keep shifting by quarter.
Meit Katraia · Nveshai
partialWe have been pushing our customer for price increase and have had some success. With current new capacity expansion it can be well beyond 1,000 crores from the xanthine newly added capacity.
Meit Katraia · Nveshai
evasiveOur genius is manufacturing and that's where we get the core value. We are open to doing early phase work as well. We have certain projects which are phase one two moving to three.
Yeshi · Unifi
directCurrently we are operating 6,000 MT per annum capacity before the new block comes in and we are fully utilizing this capacity. Sales were led by both quantity as well as the rate changes.
Yeshi · Unifi
partialWe operate in steroid space where we have debottlenecked capacity by almost 30%. We also have certain products getting expired in this financial year in general capital and anti-cancer capital. Certain products have been launched by customers in US and Europe.
Rahul Jen · Credence Wealth
directCDMO sales for this quarter is 155 and for the entire year it is 276 crores. Xanthine sales for this financial year is 792 crores and for this quarter is 227 crores.
Dwanil Desai · Turtle Capital
partialFrom FY28 onwards that will happen. In xanthine we are trying to capture marquee customers, so topline growth will come but EBITDA growth will not catch up to that level. In CDMO, as we ramp up commercial products, volume can grow faster but we have to get lower margin expectation.
Pri Jen · Nvesha Investments
directFor dedicated blocks we anticipate capex turn of 1.5 to 2x. Of course it depends on number of stages. For near future, we are looking at 1.5 to 2x on the capex turnaround.
Shoubam Agarwal · Burman Capital
partialWe have operationalized additional 440 kl at Atali plus 250 kl at lease site, almost 700 kl from FY27 Q1. That's a 70% increase. Man hours increased 50-60%. As ramp up happens, revenue increase will come.
