AMANTA / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Amanta Healthcare · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-02-10Back to quarter ↗

Questions audited

Answered directly

83%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Anik Mikum · ABN Capital

direct

Status of capex and timeline for Sterport facility to go live.

we will definitely see commercialization in the month of April.

Anik Mikum · ABN Capital

direct

Total potential revenue from Sterport facility at full scale.

the incremental revenue would be in the range of 120 cr plus minus four 5% here and there from port line alone.

Anik Mikum · ABN Capital

direct

Combined revenue potential of Sterport and SVP lines.

Roughly 150 cr.

Anik Mikum · ABN Capital

direct

Management's plan to manage debt on the books.

the existing revenue plus incremental revenue would suffice to repay the debt at accelerated rate. For instance, in this year uh we have already repaid debt of around 28 or 30 cr and by the end of March we should be repaying 36 cr in this this accounting year.

Fina Jane · Perpetuity Ventures

direct

Differentiation of Sterport product and demand confidence.

we are the only company in this space to uh have this established claim that it is absolutely autoclaved and the results are obvious. We must have sold more than 35 cr bottles so far. We have not got a single complaint of fungal contamination.

Fina Jane · Perpetuity Ventures

direct

Timeline for solar plant operational and cost savings.

we are hoping that we should be operational by end of April.

Fina Jane · Perpetuity Ventures

partial

Change in interest cost and future trajectory.

I think the interest cost is coming down because of repayment. Uh but main uh change is uh in the coupon rate but it is still not getting captured adequately here.

Daryati · DJT investments

direct

Clarification on Sterport capacity numbers in slide.

I think there's an error. Uh so it should be 11.6, right? Yeah, 11 11. Yeah, it's ano error. It should be roughly 11.6 to between 116 and 12.

Daryati · DJT investments

direct

Whether incremental revenue of 110-120 cr will all happen in FY27.

Yes. Yes.

Daryati · DJT investments

partial

Steady state margin for Sterport and overall company.

incremental capacity will produce much higher IITA levels uh but the because of ST port uh post commissioning company's overall IITA will expand by 3 to 4%.

Madur Ratti · Counter Cyclical Investment

direct

Closest competitors and their capacity additions.

not much action in two port system. uh but uh many companies are converting their existing lines into two port system because uh uh when we launched the product uh very few doctors were willing to patronize because the cost was high

Rahil S · Sappire Capital

evasive

Reason for lower EBITDA margins this quarter vs last.

our evict margins are uh not lower it's almost in line it it's a fractionally lower you will see in percentage to revenue terms it's uh almost there about half% uh but uh the more leverage you see from profit before tax which is by way of finance cost