Ajanta Pharma · 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
42%
Numeric claims
6
Consistency
mixed
Question ledger
Saumya Garg · Shree Investments
evasiveSee, the 3-4- years is a very little long-term thing, and I think we will not be able to give you the guidance on that. The only thing which we talked generally was that we are expecting mid-teen growth for the next year.
Saumya Garg · Shree Investments
evasiveAs we mentioned earlier, also in Q4, I think the direction is absolutely positive because all the, you know, the levers are there. Branded Generic business is growing, so naturally the direction has to be positive.
Rajeev Agarwal · Research desk
evasiveI think it's a culmination of a lot of things coming together... There is no one single thing which we can point out and say that, you know, one big thing will happen like this.
Rajeev Agarwal · Research desk
evasiveI can't give you anything specific like that, but as I said, in general, all the products which you'll file in USA, let's say, eight this year, they will get approval next year.
Rajeev Agarwal · Research desk
partialYou can say directionally, yes, but we don't give out that long guidances. Normally, we just say that, the current, next year, which is current year now. This is the guidance mid-teens we are giving.
Rajeev Agarwal · Research desk
directShould remain in the similar vicinity of what we have said for the current year. EBITDA at, we've guided around 25 points. It's %. Around there is what we are looking at, maintaining.
Rajeev Agarwal · Research desk
evasiveTwo, three years, I think, as I said, is a little far away. We don't give out the guidances that way. I think current year we have started off very well in the Q1. We have posted a healthy growth of 17% odd.
Rushee Shetty · Go-Lokal Capital
directNo, you rightly said, the U.S. is an evolving landscape scenario, has turntables now... CapEx we don't need to do because we have enough capacities... OpEx is what we were saying, that we will be very judicious about for the U.S. market.
Rushee Shetty · Go-Lokal Capital
directNo, it has, thankfully, it has stabilized quite a lot. We are seeing that into the high single digits, as a average, price erosion. Yeah, that has, come down in a normal range.
Rushee Shetty · Go-Lokal Capital
partialThree products you asked for. First one is the varenicline, that is already commercialized. The second is Chantix, that is work in progress... The third one, the topiramate. That is... I think, we are bound by the some confidentiality.
Kunal Randeria · Nuvama Wealth Management
evasiveMedical price cut, we have not calculated the exact impact. The overall impact, we have been able to nullify by way of the growth in volumes... That figure can be worked out and shared with you at a later date.
Kunal Randeria · Nuvama Wealth Management
directAspirationally, going forward, I expect it to grow in low double-digit number itself, maybe, between 10% and 12%. That's what we aim for.
