Elevated freight costs due to Red Sea disruption
Freight costs remain elevated due to Red Sea crisis, with an annual burden of ~INR 30 crore impacting other expenses.
AJANTPHARM / Q2-FY25 / risks
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Ajanta Pharma · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Unpredictable institutional business in Africa
Institutional business (anti-malarial) remains unpredictable due to reliance on procurement agency schedules and funding.
Potential margin pressure from SG&A ramp-up
Analyst raised concern about elevated other expenses; management attributed to SG&A ramp-up and one-time gratuity charge, but H2 expenses expected in line with H1.
Price erosion in US generics
US generics growth remains muted at 2% in H1, with limited launches; pricing pressure and competitive landscape could impact future growth.