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
12
Answered directly
88%
Numeric claims
3
Consistency
mixed
Question ledger
Tushar Manudane · Motilal Oswal Financial Services
directSo, as far as people cost is concerned, about 200 people who have been added in these two therapies is already included, and it will continue in these other quarters also, coming quarters also.
Tushar Manudane · Motilal Oswal Financial Services
directRemains at the same level what we have given last year at the beginning of the year. We have maintained 28%, plus or minus 1%.
Tushar Manudane · Motilal Oswal Financial Services
directYeah, it will be achievable. There are a lot of ANDAs which are queued towards the quarter end. So we are expecting to file four more ANDAs in the last quarter.
Tushar Manudane · Motilal Oswal Financial Services
directNo. Actually, R&D costs have already incurred because it's just waiting for the stability data to come out and things like that. So that has already baked into the current quarter and the last quarters.
Amlan Das · Nomura India
partialFor the whole year also, there's a degrowth, sizable degrowth, I think, of about 40% or more. Going forward is a bit uncertain because of the announcement made by the Trump administration...
Amlan Das · Nomura India
directNo, it is insignificant. We have just onboarded the new team. They will take quite a few months to be productive. This is insignificant compared to the total domestic business.
Vishal Manchanda · Systematix Group
partialI don't think I'll be able to give you that in-depth granular details to you, but we are, as I told you, we've launched five new products during the year, and there are more launches which will happen in next year...
Vishal Manchanda · Systematix Group
directThere will be a few products which are limited competition, that much I can tell you. There will be at least two, possibly three products which will be of limited competition.
Vishal Manchanda · Systematix Group
directSo essentially, what happens here is actually our sales, which is a secondary sale which happens in the market, that is at a steady state. But because we are shipping from India to our distributors, and then there are lead time factors...
Nitin Gosar · BOI Mutual Fund
partialI think we are pretty much outpacing the market. Our growth has been, I think, 20% or 30% higher than the market growth. We feel comfortable the way we have positioned ourselves...
Rashmi Shetty · Dolat Capital
directThere have been a number of launches which have happened. So we got the market business for those products. We also increased the market share in our existing products. So that also got added. The flu season got pushed out a little...
Foram Parekh · Bank of Baroda Capital Markets
directFor India, it would be too early to factor the growth rates or increase the growth rate expectation because of the two new therapies. As you would already know, it would take quite some time for us to really penetrate.
