Dayamanti Kerai · HSBC
directIs injectable business back to pre-disruption levels? Pipeline outlook?
It is still we are not back to the pre-disruption levels. I think we still have another $5 million-$10 million to go to reach that level.
AUROPHARMA / Q2-FY26 / claim-ledger
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Aurobindo Pharma · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
55%
Numeric claims
3
Consistency
mixed
Question ledger
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Neha Manpuria · JPMorgan
partialWhat is Pen-G EBITDA loss and breakeven level? Plan B if MIP fails?
We have been improving on the yield, etc. We are nearing the break even, right? From the current operations, etc., we have been doing around 6,000 tons per annum.
Neha Manpuria · JPMorgan
evasiveAre we cost competitive at 8,000 tons/month Pen-G production?
We are the biggest consumer of 6-APA, amoxi, everything in the country. Irrespective of that, we will produce it, and then we will consume it ourselves.
Neha Manpuria · JPMorgan
directAny change in U.S. price erosion trends? Opportunity from competitor disruption?
When we take it as a basket, we think we are close to neutral. We have a little bit of erosion, which is very low, single-digit. I would say it is closer to one for the quarter.
Tushar Manudhane · Motilal Oswal
evasiveEBITDA margin trajectory for FY27 without UGF3 and Pen-G MIP?
Tushar, you are putting a lot of variables. Like, do not consider UGF3, do not consider Pen-G. Then it will remain the same.
Tushar Manudhane · Motilal Oswal
partialCan Europe sustain mid-teen growth for next 2-3 years?
Considering my all major countries. Contributors in France, Portugal, Netherlands, and Germany continue to demonstrate this growth trajectory, I am very confident in the coming quarters and period as well.
Bino · Research desk
directWhat drove 14% QoQ EBITDA improvement?
Sales has grown up by about 7%. Gross profit also gone up by 10%. I think overall, there is an improvement across the businesses.
Bino · Research desk
partialWhat drove gross margin QoQ improvement despite lower revenue?
One is, if you really see the formulation products have gone up this quarter compared to API. Second, Europe has been continuously growing. The operating leverage is getting increased.
Bino · Research desk
directIs revenue made minimal for the quarter and done next quarter?
Yes.
Tarang Agrawal · Old Bridge Asset Management
partialWhat is U.S. portfolio coverage percentage? How does Lannett help?
We are into all segments, all therapeutic areas. I would say that we are probably around 50% or more. But it does not cover all the presentations of a product.
Shyam Srinivasan · Goldman Sachs
directBiosimilar pipeline updates and commercialization progress?
We announced a successful phase three clinical study outcome for our denosumab biosimilar. We are working towards submitting the MA applications to EMA in April 2026.
Kunal Randheria · Research desk
declinedWhat is the expected MIP range for Pen-G?
Kunal, all the questions are very relevant because it is already in the review by the DOP, right, and the government. We will not be able to comment on any of your questions.