Biocon · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
11
Answered directly
77%
Numeric claims
6
Consistency
contradicted
Question ledger
Niha Manpurya · Bank of America
partialIf you look at the numbers between Q3 and Q4, you are seeing a sequential change where we moved from a quarter which was 279 to $80 million to about $30 plus million this quarter. So there's a sequential growth of 12% that you are seeing on a rupee basis in the revenues.
Niha Manpurya · Bank of America
directevery dollar that we generate out of free cash the first claim is going to be to reduce the debt... In March 25, including structured instruments, we had in fact more than $1.5 billion of net debt. That's down to 1.1 now.
Damyanti Kerai · Research desk
directour distribution is pretty diversified... roughly norm at 40 35 in with Europe and 25 emerging markets... roughly 7525 if you're asking advanced markets and emerging markets could be between 7822 in a particular quarter.
Damyanti Kerai · Research desk
partialcapital allocation is largely behind us... operating leverage starting to kick in... we consolidate the business in the next four quarters and set it up for acceleration in the coming fiscal.
Sanjay Kohli · Goldstone Capital
declinedI'll take it offline. Let's get in touch after the call. We have full backup.
Anishh Bman · Varia
directit has reduced the development cost by 50%... accelerated products from a development standpoint by at least 3 to four years... gives companies like Bioon an advantage given our proven track record in CMC compatibility.
Sedhart Nandhi · CWC
directbiosimilars we are saying it's 12% growth year on year in this quarter the dollar growth will be about 7%... insulin now has cost 300 million... Adali mumab is now beyond 250 million... beasumap has crossed 100 million now.
Tushar Manuhan · Motilan
partialcapacities do remain healthy... as of now we don't see any need for a large green field capex... Malaysia doubling... will get operational soon.
Tushar Manuhan · Motilan
directgross margins are in early 40s... the GLP1 revenues which were about less than 10% of the overall business last year in FI26 that will scale up... operating leverage kicks in the coming quarters.
Mtia Sheffoden · Barclays
directon the bonds we don't have to hedge because we have a natural hedge... we are watching the situation. We have to evaluate whether it makes sense to pay the call premium.
Surya Patra · Tuliv Capital
evasivemarket share is not necessarily the only proxy for success... we've been very careful as we picked up market shares... our focus is always profitable growth and not necessarily market shares.
Vishal Mananda · systematics
directNorth America is about 40 Europe and little of Japan 35 and emerging market 25... total insulin franchise globally is cross 300 million adali mumbai globally again is beyond 250 million.
