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
75%
Numeric claims
3
Consistency
contradicted
Question ledger
Rehan Saiyyed · Trinetra Asset Managers
evasiveR&D expenses have slightly dipped to 4% of revenue. Focus remains in same therapeutic segments. All growth is outcome of R&D; meaningful results seen for last two decades.
Rehan Saiyyed · Trinetra Asset Managers
directNo, I think we have reached quite a peak from here. We don't expect any further efficiency in developing capital cycle.
Tushar Manudhane · Motilal Oswal Financial Services
directProduct mix supports revenue mix. Also, provisioning for returns and expiry added about 1% improvement in gross margin. That is one-off.
Tushar Manudhane · Motilal Oswal Financial Services
directWe are very much on track to deliver in that range. We are very confident of filing around 10 ANDAs, ±1 or 2.
Tushar Manudhane · Motilal Oswal Financial Services
directIn emerging markets for current quarter, we have added only 40 MR. For rest of year, looking to add another 200. Whole year strength increase about 250 people.
Tushar Manudhane · Motilal Oswal Financial Services
partialIntensity of competition is increasing. We have started working on it and should come back to normal IPM growth. Maybe in another two, three quarters you will start seeing improvement.
Vishal Manchanda · Systematix Group
directRun rate should sustain at current level going forward. We have some limited competition products and they should remain like that for the whole current year.
Bino Pathiparampil · Elara Capital
partialThe benefit for rupee depreciation against euro is what we have pointed, the INR 25 crore FOREX loss. There has been very less impact of rupee depreciation against euro in current quarter.
Rashmi Sancheti · Dolat Capital
directWe would like to maintain our original growth forecast which is growing at 20%-25% higher than the India growth rate, IPM growth rate. Essentially, if IPM is growing at 8%, then we are aiming to grow at 10% and above.
Rashmi Sancheti · Dolat Capital
directI think we will be comfortable at 27% ± 1%. You know, you can always say it can be 28%, 26% also. 27% ± 1% is something which we will be more comfortable.
Abdulkader Puranwala · ICICI Securities
partialWe have given guidance of mid teens and we feel we are on course to achieve for the full year. Quarter to quarter numbers may not be exact reflection. For whole year we feel comfortable in range of mid teens growth for Asia.
Yogesh Soni · InCred Equities
partialAs far as India business for new therapies, we will be able to comment only after one year. In terms of MRs, we have added about 70 people in this quarter for India business and expecting another similar number in rest of year.
