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
0
Consistency
—
Question ledger
Tushar Manudhane · Motilal Oswal
directI think, Tushar, we have already clearly mentioned this, stating that these are all procedural observations. There's no stoppage of production, no stoppage of any nature, and these are procedural and technical, and we are very confident of responding within 15 working days to U.S. FDA.
Damayanti Kerai · HSBC Securities
partialBut ultimately, U.S. FDA has to take a decision in terms of the Warning Letter, so I cannot comment on what exactly they will do. But we feel confident that we will be in a position to respond. And in my view, probably like next year will be, again, same double-digit growth...
Neha Manpuria · Bank of America
directRight now, we are actively engaging with the FTC through our attorneys, and we are very pleased with the progression of the process at up to this point. We feel confident that this process will be completed early in the next fiscal year, that is Q1 of 2027.
Neha Manpuria · Bank of America
evasiveWhile we may not like to specifically talk about the EBITDA numbers, but, it is well known based on the current market price and the import MIP price, et cetera. Even assuming some discount, we could see a better improved, EBITDA in the coming year.
Speaker 16 · Research desk
directI think the last quarter we have fully utilized. We have fully utilized and see, we are now, based on the January production, we are nearly 9,000-10,000 annualized number.
Speaker 16 · Research desk
partialI think, with the improved performance of the Pen G and the related products, I think, our losses, whatever the losses we have incurred, has come down and which will turn into positive, and this will help.
Tarang Agrawal · Old Bridge
partialSo that is the reason why you are seeing a higher tax rate. Otherwise, the tax rate for the entire company, in fact, like, the tax rate should be around 15% and Quretech also 15%. So we will move towards that. Over a period of time, we will be around 25%.
Shyam Srinivas · Citibank
partialI believe, to answer the second part of your question, as I've always stated, 2029 would be the inflection year, for, for biotech. All the efforts that we have made in bringing four biosimilars into the market in the last one year and with two or three more ready for filing...
Kunal Dhamesha · Aswan Developers
directKunal, your question is right, actually. That was the scenario, one month to one and a half months back. But, now the prices have started going up, okay? And, whatever may be the production, which we are anyway not going to buy it from them unless it is required...
Sagar Walia · Fidelity International
directThe settlement of Lannett is their liability, and Aurobindo is in no way liable, nor does it change the math.
Nitin Agarwal · Bank of America
directIt's already started reflecting on the numbers, right? Whatever, whatever sales happening at the end customer, that is, at the Europe level or U.S. level, et cetera, we translate at the average rate for the quarter, right?
Sagar Walia · Fidelity International
partialProbably, we may be incurring anywhere between INR 80-120 million in the next two years.
