Ajanta Pharma · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
11
Answered directly
55%
Numeric claims
4
Consistency
contradicted
Question ledger
Tushar Manudhane · Motilal Oswal
partialI think they have been very selective and strategic in nature. We have fulfilled the gaps wherever we have felt that there is a need for a new product launch. And this trend will continue even for the second half of the year.
Tushar Manudhane · Motilal Oswal
partialI think FY 2027 and 2028, probably let's talk a little later in the year. But we believe that U.S. going forward also should perform well. We should go maybe in high teens growth for sure next year.
Bino Pathiparampil · Elara Capital
directSee, we do hedging of our outstanding or export sales, so that hedging, because the euro moved very sharply during this first half, so because of that, the mark-to-market losses have been booked there...
Abdulkader Puranwala · ICICI Securities
partialSee, what is happening is that the top-line growth is very robust, as you rightly said. Very true. But we are also simultaneously investing on people and products. That is something which is very, very important.
Abdulkader Puranwala · ICICI Securities
directSee, last year, we did factoring for our receivables in the U.S. This factoring was done in Q3 at that time. Somehow, we found that the interest cost for working capital is much better. We will get the advantage. So we switched over from factoring to working capital.
Bharat Celly · Equirus
partialI think, let's say, about one, one and a half to two years because to optimize the productivity of the new teams, especially in the new segments, it will take some time.
Bharat Celly · Equirus
evasiveI think probably if you compare Ajanta's margins or margins with the rest of the pharma companies, we probably are one of the top three or top five companies who have this kind of margins. So I think the correct way to look at would be to see what is the growth we are posting on the top line and the bottom line.
Bharat Celly · Equirus
partialIn the domestic, we don't have any particular ballpark or number set. We will decide as we go along based on the need and the growth in the existing divisions. But however, we can, I mean, broadly going by the past trend, maybe we can look at about a couple of hundred in the next one and a half to two years.
Abhishek Jain · AlfAccurate Advisors
directWe now currently have total 5,680 people, both India and Indian markets put together as of today. India is 3,600 people, and Asia, Africa, it is 2,080 people.
Abhishek Jain · AlfAccurate Advisors
declinedNo, we don't give geographical EBITDA margin. Sorry for that.
Tushar Manudhane · Motilal Oswal
directYes. I think we will continue this structure now because this is little advantageous in terms of the interest rate. So we are getting a benefit of at least 2%-3% compared to factoring.
Alok Dalal · Jefferies India Private Limited
partialGenerally, the way we are seeing the trends, I think we feel for the next two quarters, our growth should be better than what we had guided earlier. ... Africa, we are looking at a double-digit growth for the next year.
