Tushar Manudhane · Motilal Oswal Financial Services
directClarification on EBITDA margin guidance for FY26
28% plus minus 1%.
AJANTPHARM / Q4-FY25 / claim-ledger
Audit the questions that mattered.
Ajanta Pharma · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
4
Consistency
mixed
Question ledger
What was answered, and how?
Tushar Manudhane · Motilal Oswal Financial Services
directReason for similar EBITDA margin despite branded generic growth
Yes, to some extent, because the investment which we have done in people, etc., is going to increase the sales and promotion costs.
Vishal Manchanda · Systematix Group
evasiveReason for lower ophthalmology segment growth
No, there is no specific reason. I mean, nothing that we can point out. That is what it is.
Vishal Manchanda · Systematix Group
directDetails on capital work in progress of INR 1.76 billion
It pertains to various projects which we are undertaking. The head office, which is the Ajanta Tower... plus, also, we have our liquid plant in Pithampur.
Vishal Manchanda · Systematix Group
directReason for discontinuing Oxtellar XR product on FDA site
We have not discontinued. In fact, we have launched that product in the last quarter as an authorized generic from the originator. So we are already there.
Abdulkader Puranwala · ICICI Securities
evasiveQuantum of MR addition for next year
We do not have a specific objective for adding any numbers. We will optimize the field strength as we go along... There is no specific number that we are starting the year with.
Abdulkader Puranwala · ICICI Securities
evasiveOutlook for Africa institution business given donor funding uncertainties
This is one business segment we can never give a guidance on. We do not know what kind of procurements will be done... I think this segment of the business continues to remain unpredictable.
Abdulkader Puranwala · ICICI Securities
directRevenue growth guidance for branded generic and US business
U.S. business, we are looking to mid to high teens kind of growth. For the... Branded generics, low teens.
Foram Parekh · Bank of Baroda Capital Markets
directOutlook on ANDA filings in FY26
We are looking at filing around 10-12 ANDAs in the 2025-2026.
Foram Parekh · Bank of Baroda Capital Markets
evasiveImpact of US tariffs on Ajanta
There is no clarity on what kind of tariffs, if at all, they will come... The situation is very, very fluid right now to make any comment.
Foram Parekh · Bank of Baroda Capital Markets
directR&D spend guidance for next year
R&D, we are estimating and guiding around the same percentage. Next year also, we will be at around the same % of 5%.
Shrikant Akolkar · Nuvama Group
directCapEx guidance for next year
Around INR 3,000,000,000.