Sedat Nandhi · CWC
partialACPMS in domestic business and generic semaglutide opportunity outside India.
outside of India we are going to start filing this quarter and normally the approvals takes somewhere between one and a half years to two years
AJANTAPHARMA / Q4-FY26 / claim-ledger
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Ajanta Pharma · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
58%
Numeric claims
4
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contradicted
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What was answered, and how?
Sedat Nandhi · CWC
directAverage ACPM for mature reps and steady state.
I think four to four and a half lakh is the steady state PCPM we are looking for.
Anish Burmal · Varia
partialImpact of Middle East conflict on costs and pass-through.
the rates have increased both air and sea across geography. It is not only restricted to the Middle East supplies. Since last quarter we had inventory with us we did not see the impact of the same in the quarter.
Anish Burmal · Varia
evasiveWhether freight cost increases are passed to customers.
it is absorbed by DNR.
Tushar Manuan · Motila Losa
partialWhy margin guidance is lower at 27% despite growth.
we are investing in terms of addition across the market all that investment is going on. So that investment also is something which is charged to P&L we are also proposing to increase the filing across the market. So that also will increase the R&D cost a little bit.
Tushar Manuan · Motila Losa
directNumber of MRs to add in India and Asia Africa.
we are looking at an addition of 250 to 300. This is a very broad ballpark working. ... we are intending to add MR in Asia also again five to 6%. So you can imagine about 130 150 people will be added there as well.
Tushar Manuan · Motila Losa
partialInventory days for US market.
we don't give out such a break up of the inventories market wise so broadly not specific but in general how much inventory we carry for years. ... normally we carry about 3 months inventory.
Abdul Kadir Puranwall · ICICI Securities
evasiveReason for India business slowdown in Q4 and outlook.
if you look at the annualized performance we have call it 14% growth which is significantly higher than the IPM growth rate. This one quarter has been an aggression due to unexplicable kind of reasons. However, if I correlate with the SMSRC prescription data as well as the INMS secondary data, they're all very positive.
Abdul Kadir Puranwall · ICICI Securities
partialAsia business inventory normalization and growth outlook.
we have seen that the logistics have been now streamlined. ... we are looking that in the next year our guidance for the Asia is in the high double digits. So we should be able to deliver a good performance.
Abdul Kadir Puranwall · ICICI Securities
directUS business trajectory and confidence in sustaining over 500 crore revenue.
this whole year has been exceptionally strong. ... going forward for the next year we are looking at a mid single digit growth for the US business considering that for the whole year we have delivered a extremely robust growth of 49%.
Rohan · Nvision Capital
directImpact of US FDA inspection at Paithan plant on filings and supply.
the 483 as we have informed on the stock exchange, we have five observations. ... we are moving forward to submit our response to the FDA. ... there are no impact on the filings also we continue business as normal.
Praash · Value Research
partialRevenue contribution from new product launches over last two years.
that figure we don't have it at hand at this moment. I would encourage you to email it to the investor relations team. ... what I can share with you is last 12 months the breakup position of the 13% growth ... our new product contribution within that is 4.7% out of 13%.