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
71%
Numeric claims
2
Consistency
contradicted
Question ledger
Kunal Dhamesha · Macquarie Capital
directIn fact, the non-aseptic lines will start off sometime in next few weeks, and aseptic lines will take a month or two, and we expect, the entire production to get streamlined by end of this financial year. We expect that because of the stoppage, it can have an impact of around $20 million in Q4 of this financial year.
Kunal Dhamesha · Macquarie Capital
evasiveSee, at this stage, Kunal, we are talking about achieving 20% for the year. Already we are 19.4%, and by end of this with this quarter, we will touch upon 20%, that we are confident. Apart from Penicillin G, at this stage, we are not saying anything at this stage. Probably next quarter we will be able to talk about it.
Kunal Dhamesha · Macquarie Capital
partialSee, in general, this particular plant is important to us... But for Eugia business, this plant contributes around 40% of revenue. And I, in fact, there are multiple products where we are market leaders in the U.S., and that's where, like, we are focusing in terms of how fast we can resolve and restart manufacturing.
Neha Manpuria · Bank of America
partialIn fact, this, Neha, thanks for asking this question, because, see, the bag line issues might be different from the current observations. What we feel is the current observations are more to do with aseptic processing practices, some documentation gaps. And so we are confident that we are working with the most reputed consultants to ensure that we put the strongest response possible and also resolve the issues.
Neha Manpuria · Bank of America
directNo, what we feel is, that... Yeah, you said it right. It's mainly going to come from the Revlimid, but we were expecting around $30 million-$40 million of new products revenue coming from balance of the plants, because, as you know, we have total five plants...
Shyam Srinivasan · Goldman Sachs
directYeah, Shyam, this quarter we have made some of the creditor payments have been due across the group, and we have nearly paid nearly around $75 million in terms of increased creditor over and above the gross current assets.
Shyam Srinivasan · Goldman Sachs
directYes, Shyam, good morning. On the biosimilars. We have a approval for trastuzumab, which is our anti-HER2 breast cancer drug in India. We have a SEC recommendation for marketing authorization... With respect to the other programs, we have three filings done with European Medicines Agency, including trastuzumab.
Damayanti Kerai · HSBC
partialDamayanti, in fact, the Vizag is built as a backup to Eugia Unit III. So in case if that situation arises, we will try and transfer some of the key products to Vizag lab.
Tushar Manudhane · Motilal Oswal Financial Services
declinedTushar, as I said, no, last quarter also, let us not speculate at this particular point of time. Our first objective is to complete the trial batches, start the business in the month of, in the first quarter.
Tarang Agrawal · Old Bridge Capital
directTarang's question was also whether are we going to clock this $200 million plus Q on Q. And, Tarang, yes, we will be doing that for sure. The, that is the objective and of course, the, in this quarter, because of the almost close to EUR 14 million clawback, it slightly impacted, our Q3 revenues.
Nitin Agarwal · DAM Capital Advisors
directI see 2026 as an inflection point for this business... With Xolair, I expect by 2028 we would be around $120 million-$180 million, provided we will be able to get approvals both in U.S. and Europe, and another $20 million from the rest of the world.
Jigar Valia · OHM Stock Broker
directMost of it is from Eugia III, and except one product, most of it is from Eugia III.
