Red Sea crisis impacting freight costs and transit times
Freight costs may increase by ~0.5% of revenue (~INR 30-35 crore) and transit times by 15-20 days, potentially pressuring margins and working capital.
AJANTPHARM / Q3-FY24 / 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
US price erosion remains an unknown variable
While current price erosion is stable at high single digits, any acceleration could impact US generics profitability and overall margins.
Unpredictability of Africa institutional business
Institutional business is lumpy and dependent on agency funding and malaria season, making it difficult to forecast.
NLEM price revisions impacting India cardiology growth
Cardiology growth was lower than IPM due to price revision in a major product in December 2022, and competitive intensity has increased.