Damayanti Kerai · HSBC
directScale and investment required for medtech over 3-5 years.
in the next 3 to 5 years revenue could be around 1,000 crores and a bit would be around say 20 22% 25% would take higher
ALKEMLABORATORIES / Q3-FY26 / claim-ledger
Audit the questions that mattered.
Alkem Laboratories · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
88%
Numeric claims
8
Consistency
mixed
Question ledger
What was answered, and how?
Damayanti Kerai · HSBC
partialConfidence in scaling medtech and major challenges.
we are in the process of building the team and with the ortho we have already built the team and the people we have brought in are from large global companies with significant experiences
Taher Mukharji · Namura
directDetails on acquisition: history, product segment, geography, financials.
this is a research-oriented company which has solved one of the biggest medtech problem ... third largest company in the world ... revenue coming from western Europe and US to the tune of 85% ... already EBITDA positive ... 10% EBITDA by FY27 ... 23 to 24% in 3 years
Taher Mukharji · Namura
directWhy 55% stake and plan to own 100%?
the balance shareholders they want to retain their shareholding ... maybe after 3 4 years we can again look at buying the balance stake from them.
Nha M · BHA
directIncremental investment for growing the acquired assets.
initial investment will be of around 1100 crores ... we will maybe invest 100 to 200 crores more over next two years to fund their R&D program.
Nha M · BHA
partialPayback period for the acquisition.
the payback is around 10% uh 10 years on this asset but after considering LA ... the payback will significantly be lower
Kunal Dhamesha · McQueen
directWhy domestic formulation growth is below IPM.
if you look at our YTD numbers, we are close to 10% ... if you remove that, we are actually close to around 11% or 12% ... in a market which is growing at around 7 and 1/2 to 8%
Kunal Dhamesha · McQueen
directGross margin profile of acquired business and margin improvement drivers.
the gross margin of the company is as of now close to 73% ... operating leverage ... optimize cost ... new products in high ASP market ... PFO in US ASPs almost $9,500
Kunal Dhamesha · McQueen
directPlan to refinance the 450-500 cr debt at high interest.
we will not provide loan from Alchem India but definitely we will get it refinanced with help of corporate guarantee. The rate can be reduced from current 10% to 5 to 6% easily.
Nik Matu · HTSC Mutual Fund
directReason for divergence between primary and secondary sales in India.
There is no divergence or no anomaly in this number. It is just a cut off adjustment ... spillover impact which already got corrected in Q3.
Nik Matu · HTSC Mutual Fund
partialGross margin guidance for FY27-28 in light of MIP on PNG.
close to say a 8200 crores impact ... we will try and see how we minimize that impact ... similar guidance on the gross margin maybe a .5 to a percentage basis points here there
Chirat Bagley · DSP Mutual Fund
directGrowth breakdown for acquisition: new products vs new markets.
three things: newer products like PFO in US, increasing footprint in emerging markets, going deep into markets where we have low market share.