Aurobindo Pharma · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
83%
Numeric claims
4
Consistency
mixed
Question ledger
Kunal Dhamesha · Macquarie Group
directWe are now taking the commercial batches. We have taken around nearly 35 batches in Q2. Now, we have accelerated the entire thing, and we should be doing not less than 35-40 batches for the current month alone.
Kunal Dhamesha · Macquarie Group
evasiveU.S. business has grown in terms of volume. We have touched certain good milestones this quarter. And there has been growth quarter to quarter and, of course, on an annual basis.
Kunal Dhamesha · Macquarie Group
directIt is a combination of both because, obviously, we cannot really do quarter-to-quarter management of that lumpy product. So Q2 and Q3 is expected to be lower for the sterile product, whereas half of it is mainly related to Unit 3 supply issues.
Shyam Srinivasan · TVS Capital Funds
partialThe majority of these costs are a result of the phase III clinical trial expenditure for four of our biosimilar products. We have denosumab, omalizumab, an oncology product, and an ophthalmic product.
Shyam Srinivasan · TVS Capital Funds
directThe R&D costs are being incurred in a company called CuraTeQ, which is a 100% subsidiary. We are not taking the deferred tax asset on the expenditures as of today being a little bit conservative. That is the reason you can see the effective tax rate has gone up.
Damayanti Kerai · HSBC
partialWe have increased our sales from Q1 to Q2 and expect Q3 and Q4 to be even better from a pure generic injectable basis. So we are bang on in terms of Q4 is expected to be the best quarter.
Neha Manpuria · Bank of America
directWe have incurred around INR 80 crore loss, which is expected to come down partly in the coming quarter and should be fully break-even by March quarter. So you can start seeing the contributions from this plant from next year onwards.
Neha Manpuria · Bank of America
directThe growth drivers for the subsequent two financial years are going to be more launches. Some of them are peptides, day-one launches. We are gearing up for three to four products there minimum.
Tarang Agrawal · Old Bridge Asset Management
directIn fact, Q2, we continued to have similar issues like Q4 and Q1 current. But now we are back to the original levels. But Q2 also, I have taken the impact of supply chain.
Nitin Agarwal · DAM Capital
directWe have about five manufacturing lines which can do gram quantities to a kg quantity of the product. We have initiated constructing a phase I of the new GLP facility, which I believe would be ready by the end of next year.
Amey Chalke · JM Financial
directWe have given an indication earlier that Acrotech is studying the $25 million-$30 million range that we are talking about. We don't see any immediate change to it. We will be steadily maintaining the business, or there could be some minor improvements.
Amey Chalke · JM Financial
directEven though the YTD structural margin is around 20.7%, we are still maintaining our cadence of around 21%-22%. Right? We expect the second half will be better than the first half, including all businesses.
