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
75%
Numeric claims
2
Consistency
mixed
Question ledger
Damyanti Kerai · HSBC
partialRevlimid is sequentially more or less the same. There is no increase in Revlimid quarter on quarter. On the rest of the assets, Advair is still not launched, and we're signaling set to launch from the U.S. facility. On Abraxane, we are saying we have a definite launch at least by the end of this next year and a few months after approval.
Kunal Dhamesha · Macquarie
evasiveI think we can't comment specifically because I think we have to let the policy framework of the new administration set in... we're just waiting for more color from the documented activity. But I think we're well de-risked to be able to offset some of this, as and when it comes up.
Kunal Dhamesha · Macquarie
partialI don't think we've seen anything abnormal on the price trajectory within the U.S. so far. ... Certainly, we have a pipeline asset, and notable in that is two or three star respiratory assets that hopefully can come in 18 to 24 months and have been filed, and we also have other peptide assets, etc., within that mix.
Damyanti Kerai · HSBC
directPricing, other than marginal erosion, it's stable, and in terms of our market share, I think we are slightly more recently ahead of 21%, but that's where we see it stabilizing.
Damyanti Kerai · HSBC
directThe endeavor is to come back to the level that we had earlier. ... We believe that from a supply perspective, we are probably about 50%-60% there. ... Our expectation right now is that the full capacity of the partner probably starts getting delivered pretty much from the end of March.
Neha Manpuria · Bank of America
directIt will be your second half FY26. That's more likely outcome. ... we still have to get approval for it, and I think, obviously, we are waiting for that approval. ... it could be nine months from now. It could be six months from now. ... But we definitely expect to launch the product by quarter four of FY26.
Neha Manpuria · Bank of America
directWe are looking at close to so we've launched about two this year, right? We have one, which we still need to launch, and we are hoping to launch it perhaps near the remainder of this year. And then we have two planned in terms of peptides in FY26. ... looking at approximately three over the next 15 months.
Ankush Mahajan · Axis Securities
partialIt's a combination of the mix that we have in the business. This is always the best quarter for us because of the respiratory uptake. ... quarter four is seasonally low. So overall, for the year, if you look at it, we should land at higher than the guidance that we've given of 25.5.
Anubhav Agarwal · UBS
directRight now we are at roughly close to 40%-50% of their overall index of 100, right? And we expect that by the end of March, we will be back to the 100. ... it could be 20, 25 higher. And at the same time, we are also examining other options beyond just this partner for overall capacity.
Anubhav Agarwal · UBS
partialToday we are slightly more than that number because we've got to Albuterol, we've got Budesonide... if your question is whether this will double, triple, it's going to be moving up step functions. It's not going to be moving marginal increases with each asset being approved.
Chirag Dagli · DSP Mutual Fund
directStructurally, how we are solving this is. Its quality is a function of practice, equipment, and talent. And we have worked on all three of them. ... we have worked on all three aspects, and we will continue to work on this.
Nitin Agarwal · DAM Capital
directScale is a very big driver for profitability. But we've also been taking a lot of actions about optimizing our productivity. ... profitability has improved, but largely due to the fact that we've optimized our own productivity. ... It would be safe to assume that our India business profitability is slightly kind of higher than the overall company average.
