Alivus Life Sciences · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
82%
Numeric claims
2
Consistency
contradicted
Question ledger
Pratik Kotari · Munich PMS
directCDMO has begun to contribute more. There's also launches that are happening across markets and usually newer products tend to get us much higher margins. Plus on the operational side we've performed a lot better in terms of raw material costs and on the operation side. All this put together is sustainable.
Pratik Kotari · Munich PMS
partialShapur is a little delayed, it's not going to impact business because more than 80% of our business comes from the reg markets. Shapur is delayed by like 3 months, so we expect Shapur to start operations by July. The capacity is calibrated; we've done product mapping to ensure utilization.
Ahmed Madha · Unified Capital
directOperational efficiency impacts margins across the board. Launches contribute much higher margin, especially in Europe, China, Latam, Russia. CDMO: project 4 and 5 kicked in H2, volume pickup significant. This sustainability gives confidence to reach those margin levels.
Ahmed Madha · Unified Capital
directCapacity is no longer a limitation. Brownfield expansions at Ankleshwar will be operational in Q2 next year, giving runway for at least two years for reg markets. Shapur can free up capacity by moving RO products. We guide to high single-digit growth next year with margins in 30-32% range.
Ahmed Madha · Unified Capital
directGood traction on CDMO. Hopefully we'll conclude one or two projects by the middle of the calendar year, first quarter we should conclude. We have even supplied some early quantities. I'm confident by Q1 next year we will have brought in one or maybe two projects more.
Yogi · Omega Portfolio Advisor
evasiveOrganic is pretty well scripted. Inorganic, we are looking out. When the right opportunity comes along we will take the right steps. We are not going to do things willy-nilly; it's hard-earned money and we'll deploy it well.
Krishna Indu Saha · Quantum Asset Management
partialWe are targeting the bigger volume APIs. Not everything is amenable to flow. Where you have long reaction time, lot of energy consumption, excessive reagents, there flow can have a big impact. We had a successful product where we brought down cost to 40% of what it was.
Karthik Swami Natan · Kataran
direct400 kl is just backward integration to protect larger molecules and margins. The remaining is for growth. There is price erosion, so volume growth is much higher than revenue growth. We've been operating at 90% capacity, which is risky; we need surge capacity.
Nitina Garval · Dan Capital
directProject 4 and 5 together would get us around $12 million, could be a little higher. Earlier three projects run rate around 140 crores. So we expect to be in a reasonably good place with these five projects.
Sajal Kapoor · antifragile thinking
partialHow many such $50-100 million opportunities are there? Not many. Big pharma keeps patented products in Ireland due to tax rates. We are targeting lifecycle management for specialty companies. We are getting projects on board within 18-24 months. We are likely to get to seven projects in another half year.
Ankit Manocha · Arezi Ventures Family Office
directWe are factoring in 5% pricing price erosion. With high single-digit growth, we should be geared up for about 15% to 17% volume growth.
Ankit Manocha · Arezi Ventures Family Office
directCapacity utilization should be between 85 and 90 when new capacity comes online. 400 kl is for backward integration, remaining for regular CDMO and API. We will operate at around 85%. Under absorption is not going to significantly hit our EBITDA.
