Cipla · 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
12
Answered directly
92%
Numeric claims
0
Consistency
—
Question ledger
Saion Mukherjee · Nomura Securities
directI don't think the Revlimid contribution, quarter-on-quarter is significant, Sayan. I think the base business has also grown very impressively between quarter four and quarter one.
Saion Mukherjee · Nomura Securities
partialon Abraxane, we have received notification that, the only thing pending on the file is the site.
Rohan Vora · Purnartha Investment Advisers
directWe said about 5% of the revenue, 4%-5%. Somewhere in the range of INR 1,000-INR 1,500 per annum is what you could take as the CapEx.
Rohan Vora · Purnartha Investment Advisers
directYou can take about 50/50, roughly, of maintenance and growth.
Prashant · Motilal Oswal Financial Services
directI think it's a combination of various factors. Price compression is obviously lesser than before. At the same time, we are seeing... a rebalancing of the supply chain happening.
Prashant · Motilal Oswal Financial Services
partialWe've had a good quarter, in this quarter one, so it gives us some confidence that we can take up that target of delivering 23% for the year.
Kunal Dhamesha · Macquarie
directNo, it will be expected to be filed. We are still in the transfer stage right now. Yes, the chances are it will be a major amendment.
Damayanti Kerai · HSBC
directNo, not beyond FY 2025. Beyond this year, if Indore is not cleared, yes, but not beyond FY 2025.
Neha Manpuria · Bank of America
directYes, broadly, Neha. Broadly, yes.
Krishnendu Saha · Quantum AMC
directover the last two years, our average will be sub 10 in each year. Of the seven or eight that we have launched in the last year, my guess is that about three to four of them have been very meaningful for us.
Kunal Randeria · Nuvama
directNo, I don't think so, because our, you know, we do our regular audit processes for chargebacks, and inventory in trade is an input into that validation, and we haven't seen inventory holding going up.
Abdulkader Puranwala · ICICI Securities
directI think about 80%-- 75%-80% of our work, of our people are on the chronic side. 20% or so are on the acute side.
