AKUMS / Q1-FY26 / claim-ledger

Audit the questions that mattered.

Akums Drugs and Pharmaceuticals · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ1-FY26 · 2025-08-11Back to quarter ↗

Questions audited

Answered directly

68%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Rahan Sayyad · Three Asset Managers

evasive

Revenue potential from first EU P2 approval and R&D technology adoption.

I cannot really put down a number of what will be the overall size but river oxaban which is alo is a large molecule globally right so we expect it to continue...

Vive Agarwal · City Group

partial

Full-year growth guidance for CDMO business and API pricing trends.

the guidance which we initially gave was a mid to high singledigit growth in the top line in the CDMO business. Right? what we observed in the Q1 was a 2 and a half% decline in our API pricing... we would target a mid single digit growth as of now

Vive Agarwal · City Group

evasive

Reason for margin dip from 15.5% to 14.7%.

I think this is quarterly blip as we also mentioned earlier this business is really looked at at an annual level. So a 14 to 15% margin is what we usually deliver in this business.

Madha · Fidelity

direct

Impact of lower API prices on CDMO margin percentage.

the margins that we get in this business are a cost plus on a percent basis right so for example if on a certain doses form I make a 15% margin that 15% stays right

Madha · Fidelity

direct

Revenue capture location for export CDMO vs international branded.

CDMO is anything we do in India or exports so so the international branded is what we classify as a segment so branded is our brands correct

Madha · Fidelity

direct

Business model and competitive advantage in Europe.

our first lever is it is CDMO what we'll do as a group largely in the European market... second is focusing on products and molecules where there is limited competitive intensity... third is tapping clients not just in India but outside as well

Madha · Fidelity

direct

Plans for generic semaglutide and injectable fill-finish.

this is not a core segment for us... most of the Indian formulation players are doing it in-house only. So the total addressable market for a CDMO gets squeezed down.

Madha · Fidelity

evasive

Share of anti-diabetes therapy in domestic CDMO business.

in our SAP we tag brands and not even molecules right so then it has to be tagged to therapy. So while we don't do it what we did during our IPO times I can probably share that this completely reflects the IPM only.

Hersh Bharta · Bandan AMC

direct

Pricing model and margins for European market.

Europe what we have realized honestly is cost plus is a limited part of the model model largely it is a fixed pricing whether it's a private market or a tender market

Vive Agarwal · City Group

evasive

Full-year growth outlook for domestic branded formulations.

domestic branded formulations should track the IPM growth... we see the growth coming back in due to the rest of the year. So we should be tracking the IPL.

Madha · Fidelity

direct

Annual revenue run rate from EU CDMO contract starting April 2027.

we should do at least 300 crores annually from this contract. and yes April 27 is when we start commercial supplies.

Madha · Fidelity

direct

Five-year export revenue aspiration including EU contract.

over the five years time we should target maybe $100 million in exports.