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
11
Answered directly
91%
Numeric claims
2
Consistency
contradicted
Question ledger
Abdulkader Puranwala · ICICI Securities
partialour average rate was around INR 155 crore to INR 160 crore. As I think we've given the guidance, for the blended branded generics business across India and across all the international markets, we are looking to post a mid-double-digit growth.
Abdulkader Puranwala · ICICI Securities
partialthe receivable is something where we have been able to achieve some improvement, especially on the U.S. side. And this is where we are getting reflected in the cash accrual.
Abdulkader Puranwala · ICICI Securities
directthe contribution of branded generic of 77% may reduce as we go forward, with higher contribution from U.S. or institutional business. So in that case, this variation can take place.
Tushar Manudhane · Motilal Oswal Financial Services
directYou are right.
Tushar Manudhane · Motilal Oswal Financial Services
directthe expenses were very low in the first quarter. I think as we go along, the expenses will pick up, the other expenses. So the, in that case, our expectation is that the EBITDA margin should be in this range or ±1%.
Tushar Manudhane · Motilal Oswal Financial Services
directit was INR 41 crore, this quarter, as against INR 36 crore in the last year, same quarter.
Tushar Manudhane · Motilal Oswal Financial Services
directprice erosion is stable. It remains to be in the high single digit. There is no aggressive price erosions or any kind of kinks are there.
Gagan Thareja · ASK Investment Managers
directthis quarter looks a bit elevated because some of the sales of the last quarter got factored in, it got accounted in this quarter.
Gagan Thareja · ASK Investment Managers
directWe are giving the mid-teen growth guidance for the branded generics in emerging markets, which is Africa plus Asia. That does not include India.
Gagan Thareja · ASK Investment Managers
directwe would be adversely impacted by INR 30 crore in the freight cost as compared to the full year last year and current year last year.
Gagan Thareja · ASK Investment Managers
directIn India, there is no increase in the sales force we are estimating. In the emerging markets, we could have an increase of the sales force of about 8%-10%.
Gagan Thareja · ASK Investment Managers
directAbout 60%-65% across the plants.
