Vishal Mandanda · Systematics
directDid you book any shelf stock adjustment for Rev?
Uh no, I think we had shared this in the last quarter as well. We did not have any SSA adjustment.
CIPLA / Q4-FY26 / claim-ledger
Audit the questions that mattered.
Cipla · Analyst questions, management answers, and the quality of the response where the ledger is available.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
10
Answered directly
75%
Numeric claims
2
Consistency
contradicted
Question ledger
What was answered, and how?
Vishal Mandanda · Systematics
directImpact of innovator launching green version of Ventolin?
Uh right generic to the existing Ventolin... switching to another variant is a process which is not an automatic process under the US law at this point of time. So we do not anticipate any near-term impact.
Vishal Mandanda · Systematics
partialUpdate on respiratory pipeline: Advair, Synagis, Qvar, Flovent?
As we had guided, we were expecting four approvals this year. Ventolin has already got approved. During the year we are expecting Advair and then one other asset to get approved. This will happen during H1 and one is H2 as well.
Vishal Mandanda · Systematics
directWhat is holding back Advair for so long?
We had an OAI at our Indore facility. So we had to take transfer to the US which caused the delay. But now we're ready with everything. It's just a matter of receiving just one final one. We've been through a pre-approval inspection on our US facilities for this particular product.
Vishal Mandanda · Systematics
directBenefit from EU FTA for respiratory portfolio?
At this point, we're not expecting any meaningful impact of that. It's more business as usual. There is no benefit as such and in EU we already sell respiratory devices which are in-house.
Sedart Nandhi · CWC
evasiveSpecific AI initiatives and scaling plans?
AI is a broad-based implementation targeting multiple functions... implementations across quality, regulatory, corporate functions, and R&D related use cases. The idea is to use it for faster decision making and productivity benefits.
Sedart Nandhi · CWC
directBiosimilars strategy: in-licensing or own development?
We have predominantly an in-house strategy with two assets under development for developed markets. One is already under clinical trial under an IND in US. We will be adding one to two assets each year, resulting in a pipeline of 6 to 8 in-house assets over the next 5 to 8 years. We are also considering limited in-licensing for near-term opportunities.
SuryaR · Philip Capital
partialBridge to $1bn US revenue run rate by end of FY27?
The guidance is a billion dollar run rate by the end of the year, not revenue during the year. It's contingent on pipeline maturing. We have one approval already, three other respiratory approvals, one big peptide approval, and three other products. As these get approved, run rate will improve to that billion by end of FY27.
SuryaR · Philip Capital
partialOutlook for lanreotide given disruption?
The partner is working on remediation. By next quarter we'll have closer visibility. We have also identified an alternate supplier based out of US. Objective is to file by early next calendar year or Q4 of this financial year. It will be back definitely from FY28 perspective.
SuryaR · Philip Capital
directImpact of new Ventolin variant on market dynamics?
These are different products with different NDC, different market. We have CGT on generic Ventolin, so we will be exclusive for 6 months. No cannibalization on the other variant. We're more likely to take share from existing Ventolin suppliers.
Tshar Manutani · Motilal Oswal Financial Services
partialWhy is R&D spend high despite few ANDA filings?
We have gone up including some on oligonucleotide side. More respiratory, peptide, oligo resulting in higher spend per filing. Some involve litigation cost. Hard to put a metric per filing because nature changes. We are guiding towards 7%ish R&D spend as a percentage of sales.
Damian Kerai · HSBC
partialVisibility and risk mitigation for US $1bn exit run rate?
In terms of confidence, we are seeing developments: for Advair we had a PAI, Ventolin got approval. We are aware of GDUFA dates for some. From facility point of view, all facilities are ready. We don't anticipate risks in facility; Goa recently got inspected with two observations, we've responded.