Akums Drugs & · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
88%
Numeric claims
5
Consistency
contradicted
Question ledger
Abdul Kadar Puranwala · ICICI Securities
directSo Abdul so this was broad-based right? So existing customers whether through existing brands new brands existing channels so across therapies. ... this came at a similar gross margin profile so roughly 37% plus was the gross margin profile uh for uh the CDMO business which is also better than 36.6% which was for last Q3
Abdul Kadar Puranwala · ICICI Securities
directSo Abil so this is in line with what our overall uh strategy for the fiscal had been right. So topline growth was not a key driver for us. It was how do we improve our profitability in this business, right?
Abdul Kadar Puranwala · ICICI Securities
directSo since we are manufacturing a brand uh owned by someone else, so it will be classified under CDMO, right? ... this will largely be uh 35 million euro annually for us
Vivek Agarwal · Chitty Group
directFirst of all the CDMO is a make to order uh right? So we cannot stock the stock quarterly right? So it's a make to order. So it's market driven. Secondly on sustenance since we are uh already have a visibility of Q4 in Q4 as well we see a double digit volume growth.
Vivek Agarwal · Chitty Group
partialI think there are two things ... First and foremost is there might be some play of enforced regulations being uh stricter. ... the second ... is also the play across generic side. ... the branded business also saw good volume growth so it's an overall volume growth across all therapeutic areas
Vivek Agarwal · Chitty Group
partialSo the gross margins we have been able to have a good gross margin profile. We were largely at 36 odd% which means we have moved 37 uh 345%. ... these current level of margins are ones which looks uh um predictable in the near term.
Madhav Marda · FIL
directSo Zambia we expect ... in H1 we should expect the supplies of $25 million ... from the Indian company to the Zambia. ... on the European contract ... we'll start with the regulatory filings ... might take uh an year or so. ... this will slightly be better from the existing 13% of CDMO margins but will remain in the teens only.
Ishkit Naredi · Nared Investments
directSo if you see we have almost double our revenue from Q right. ... the markets have performed well most of the important markets ... we were operating at a 25% uh gross margins which we have expanded to 35 odd% uh in this quarter
Ishkit Naredi · Nared Investments
directSo as you said this this will remain in teams so largely 15 17 odd percent is what we expect ... this will certainly be couple of margin points above than a CDMO business
Sangeita P · Kojito
partialThis has been a broad uh volume growth which we saw across client base across therapy areas. ... we don't exactly know the causes to be honest what drove it it could be uh a higher confidence ... that our existing partners have shown in us.
Sangeita P · Kojito
directFor the Europe, it's a fixed pricing which we have currently agreed for this particular contract.
Bhavin Shira · Inam Holdings
directSo this is our base the existing business only uh bhavin. So as you said the new facilities are still ramping up and there was no major product launch in the quarter right so these were our existing portfolios
