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
50%
Numeric claims
1
Consistency
contradicted
Question ledger
Saion Mukherjee · Nomura
directOn trade generic, the model change is that we used to have a sole CFA agent, and now that converts into only a marketing agent. So we will have direct connect with the stockists. This requires administrative changes, due to which there can be some hiccups in the first quarter.
Saion Mukherjee · Nomura
evasiveThe split, we usually don't give that split. It's the same split as both halves grown, trade generic slightly higher than the RX market. So the split is broadly same as has been in the previous years.
Kunal Randeria · Axis Capital
partialWith India, we are fairly comfortable with the growth available. We can make a large acquisition in India in white spaces. When it comes to U.S., it won't be a large acquisition, focused on products with differentiation, supply constraint or lower competition.
Nitesh Dutt · Burman Capital
evasiveWe have a larger share of the prescription business manufactured in Cipla facilities than the generic business. It varies quarter by quarter due to seasonality. Difficult to give a picture other than a larger share of prescription business comes from in-house.
Damayanti Kerai · HSBC
partialPeptides, all of our peptides is manufactured by our third-party partners. On market opportunities, some of them can be large opportunities, like in case of our current portfolio. But there's a long tail as well.
Damayanti Kerai · HSBC
directWe think the current portfolio has opportunity within the set of products, because Albuterol can be slightly higher in share, lanreotide can still increase its share. So there is a fair amount we can build out of the current portfolio, but also from new launches. The step function jumps in growth will come more from new launches.
Damayanti Kerai · HSBC
partialThe timing of Abraxane is gonna depend on the Goa inspection. We think the Goa inspection, from our last inspection, we will be completing roughly about two years in July, August of this time frame. So around that time or beyond it, is probably the time to expect the reinspection.
Surya Patra · PhillipCapital
directWe are beginning to see to make choices on capital allocation. We are now in the process of setting up an mRNA lab in Germany. Biosimilar asset is now hopefully going to enter phase one soon. On CAR-T, we are evaluating what we can do.
Amey · JM Financial
evasiveThis is an overall EBITDA guidance that we're giving of 24.5%-25.5% across all markets.
Amey · JM Financial
partialThese will be very typical to licensing arrangements that we have on other products. There's going to be not much difference in the terms here versus the other. But it adds strategic value to be present in a category where we believe we can complete the offering in the CNS space.
Kunal Dhamesha · Macquarie
declinedWe do not give revenue growth guidance, but certainly for our core markets of India, U.S., as well as South Africa, and then especially India and South Africa, because that's actively tracked and we are guiding towards that.
Alankar Garude · Kotak Institutional Equities
directYes. Like, whatever new players are likely to come in, we are cognizant of that, and, with that, we are aiming to increase our market share.
