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
79%
Numeric claims
4
Consistency
mixed
Question ledger
Kunal Ramesh · Research desk
declinedWe are not giving any growth outlook overall as a company, but, our respective business leaders will talk about it when they are addressing their businesses.
Kunal Ramesh · Research desk
partialwe have built the Vizag plant as a backup for de-risking plant for Unit 3. Now, Vizag plant audit is completed, and hopefully we should get our first approval sometime very soon.
Kunal Ramesh · Research desk
directIt's around 20 plus, will stuck. But what we are working, Kunal, is in terms of... we have taken all proactive actions... I expect at least 1 year getting impacted, but hopefully the second year we should come back.
Kunal Ramesh · Research desk
directI have updated the exchanges that I would attempt to close the definitive agreement by 31st of May. Now, I think we are truly on track to closing the definitive agreement with MSD, Singapore entity by 31st of May, so I don't see any showstoppers there.
Damayanti Kerai · Research desk
directIn all the new filings and some of the site transfer projects is what we are planning to do it in Vizag, but none of the existing filings, we have no plans of transferring the existing filings of Eugia 3 to Vizag, okay?
Damayanti Kerai · Research desk
directWe are already into the fourth month of remediation... We expect probably like it'll go on for another 3-4 months. Post that, as and when the management feels confident that we have addressed all the concerns raised by the auditors, we will approach the FDA again.
Neha Manpuria · Research desk
directYou are right, Neha. In fact, it'll be a year of, muted growth. So we do expect a double-digit growth, but definitely not the way like we have grown from FY 2023 to FY 2024...
Neha Manpuria · Research desk
directNo, in fact, the FDA never said anything, okay. ... This is all absolutely voluntary. FDA never advised us what to be done, because when we received the letter away- It said, didn't say anything.
Surya Patra · Research desk
partialprice of Pen G is hovering around $25 per kg. ... In terms of the entire Pen-G business, we have taken a test batch in the month of March and come out well... Hopefully from June first week onwards... We'll be doing a little bit expanding the number of batches...
Surya Patra · Research desk
directWe expect to launch it in the second half of the current calendar year, that is sometime in July. ... we don't believe that the volume or the pricing is going to be so high. We are somewhat not so optimistic... regarding the value.
Surya Patra · Research desk
partialWe have spent around $340 million so far, and only we have capitalized around $75 million. Balance has been charged to PNL, right?
Shyam Srinivasan · Research desk
directLast year, we did around 20.1%. So against that, when you are saying 21%-22%, one is the overall gross margin has improved considerably by about 2%-3%... the raw material prices have come down considerably... U.S. business is doing well... pricing environment is stable.
