Alkem Laboratories · 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
83%
Numeric claims
10
Consistency
contradicted
Question ledger
Neha · Bank of Arora
directWe will continue to outperform the market at least by 100-150 basis points. This growth is backed by strong launches plus our key brands doing pretty fast. I think this trend can continue even in H2.
Neha · Bank of Arora
directFrom the EBITDA guidance perspective, I see somewhere between 19.5%-20% should be our EBITDA for the full year. That is how vis-à-vis the earlier guidance of keeping it at 19.5%.
Damayanti · HSBC
directMedTech, we have done almost 900 knee replacements. Revenue will be hardly INR 2.5 crore. In Adroit, we are maintaining our run rate of around INR 15 crore for the quarter. MedTech OpEx was around INR 8-9 crore. EBITDA loss of around INR 5.5 crore in MedTech. Adroit is at a break-even.
Damayanti · HSBC
partialFor Indian US operations, the current average is around INR 15-20 crore per quarter of revenue. We expect to close between INR 70-80 crore of revenue from Indian CDMO US business. The OpEx expense will be around INR 50 crore per quarter going forward.
Bansi Desai · JPMorgan
evasiveThis is speculative, Bansi, at this point in time. Any hypothesis that I build on any speculation will not hold true. We are waiting for some notification to come.
Bansi Desai · JPMorgan
directMainly on account of our marketing expenses. Generally, in quarter two, the marketing expenses are highest if you compare to other quarters. Also, there is a slight increase in R&D expenses quarter.
Bharat · Aquirius Securities Private Limited
directOne reason, as I said, is the marketing expense. Also, we have now two new subsidiaries, Bombay Auto and Adroit, which is currently in this quarter, it was part of the consolidated results. That has also resulted in higher other expenses.
Bharat · Aquirius Securities Private Limited
directWe've always maintained an asset turnover of around one from the U.S. plant. I think it will take us 12-18 months to fully get there. We will try and get to that number maybe at an annual run rate of INR 300 crore.
Bharat · Aquirius Securities Private Limited
directOur CT for diabetes indication is already completed. We have got approval. We are waiting for the MA to be received. We should be on track and amongst the first players to be out there in India when the patent expires.
Harshit Dutt · Diamond Asia Capital
directI've always maintained that Year-on-Year, we should look at at least a 1% improvement in our overall margins. I think we are pretty much on track for that.
Madhav · FIL
directOverall, I think we have had a currency gain of close to 4.5%. In the range of 4-4.5%.
Karthik · Bajaj Allianz
partialThe most meaningful launch in the US has been Sacubitril/Valsartan that we have done in Q2. That has really done well for us. It is a highly competitive market. Balance launches are there, but not so significant that I need to call out the numbers.
