Alkem Laboratories · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
67%
Numeric claims
4
Consistency
contradicted
Question ledger
Sukrit Dartil · Eyesight Ventrade Private Limited
evasiveI think there is no strategic liver for 26 27. Every year we don't have a strategic liver. We are continuing on whatever strategy we had decided last few years and that's paying good yield.
Sukrit Dartil · Eyesight Ventrade Private Limited
partialwe have a forex policy and we generally cover 80% or we hedge 80% of our forex exposure in terms of raw material prices. ... we don't foresee any further investment into acquisitions at least for say next 12 months.
Niha Manpurya · Bank of America
directI have always maintained that we will grow 100 to 150 basis points higher than the market. ... trade generic this year the growth has been lesser ... close to around 4.3% on an annualized basis.
Niha Manpurya · Bank of America
evasivewhen we had given the guidance of 100 basis points improvement maybe every year that is more on a more stable and a like to like period ... in the current scenario it looks like whatever we have achieved in the current year, we should be pretty much in line with at least that.
Niha Manpurya · Bank of America
directin Q4 even last year we had 5% of our revenue as a R&D spend and this year it has been around six and a half% but if you look at the annual spend it'll be within the range of 4 to 5% only.
Sepumar · Clintis Research Solutions
partialwe are under approval. I think with this I think if we are good maybe by next quarter I mean next next year's first quarter. So there's still some time. And second thing keep in mind that we don't have a basket yet.
Kunal Damesha · McQuary
directdomestic I have already called out that we should be 100 250 basis points higher than the market ... US market we are looking at a high singledigit margin ... RO markets we've looked at a higher teams kind of market growth ... we should be within the range of 20 to 21%.
Kunal Damesha · McQuary
directcontribution in less than a percentage right now met is very small and then by when the deal will close maybe in like in 45 to 60 days it will get complete.
Kunal Damesha · McQuary
partialwe have improved in the last few years and now even trade generic is not very far from our corporate margins so you know that has been our intent.
Abdul Kadar Puranwalla · ICICI Securities
partialIndia is around is in break even much more than break even. We are in early sing double digits you can say teens bita US we will lose money of course because that takes time to ramp up.
Tushar Man · Motila Losal Financial Services
directwe will look for a CEO. We have engaged with the top three global header for this and that would be in place. It would take few months but business will go on because promoters are completely involved.
Rahul Juni · IFL Securities Limited
directour expected launch is around September or October ... it's a limited player launch you know it's not as crowded as some of the other product categories.
