CORONA / Q2-FY26 / claim-ledger

Audit the questions that mattered.

CORONA Remedies · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ2-FY26 · 2026-01-26Back to quarter ↗

Questions audited

12

Answered directly

83%

Numeric claims

2

Consistency

mixed

Question ledger

What was answered, and how?

Alankar Garud · Kotak Institutional Equities

direct

Current presence and growth plans in fertility segment

we are amongst top five or six companies in women's healthcare... we acquired with bioiders about few products in the segment on infertility... we are going to launch a separate team for infertility and entering in the infertility market with this products

Alankar Garud · Kotak Institutional Equities

partial

Position in newer therapeutic areas and scale expectations

we are working to develop six seven therapies today like infertility, spine, romato, CNS, dermatology, gastrointestinal... we will unlock each therapy at the right time starting with infertility... our aim is to take the leadership position in that therapy

Alankar Garud · Kotak Institutional Equities

direct

R&D spend and investment plans for new therapies

the percentage contribution to the R&D will remain less than 2% and today about 100 plus scientists are working in R&D we will expand little but if we grow only revenues like 15% plus that percentage less than 2% will remain less than 2%.

Yug Modi · AP Capital

direct

India's brand approach and how it helps growth

we try to launch the product with little niche or little differentiated manner... we try to take the road of a little differentiated manner try to put a science into it a unmet need of the patients and the medical fertility

Yug Modi · AP Capital

direct

International business strategy and geographies

today we have about 3 and a half% contribution with the international business... we will go worldwide except US and Japan as of now to start with... Europe, UK, Australia, New Zealand, Brazil, Mexico, Asia and CIS Russia

Rahul Jivani · IIL Capital Services Limited

direct

Productivity (PCPM) for domestic business and ramp-up plans

corona's PCPM per capita per month is about 3.9 months about four lakhs rupees... productivity vise from 2.5 lakh to 8 lakh from the people who have been joined you know 6 to 9 years range

Rahul Jivani · IIL Capital Services Limited

direct

MR addition plans and productivity targets

we have decided to expand these MR numbers by 5 to 7% on year on year... our endeavor is to grow on 15% on revenue and 20% on PAT

Rahul Jivani · IIL Capital Services Limited

direct

Update on hormonal plant and EU GMP approval timeline

we are now going to kickstart the commercial by the Q2 end of Q2 or early of Q3 of FY27... by Q4 of FY27 we're expecting about WH and by that time we will try to take EUGMP inspection

Rahul Jivani · IIL Capital Services Limited

partial

M&A strategy and evaluation of further assets

we are constantly evaluating it... we are looking at two three interesting opportunities but nothing concrete as of now after Zidus buyer our first focus is to make this acquisition more meaningful

Niharika Agarwal · Incred Asset Management

direct

Seasonality in business: H2 vs H1 margins and revenue

more or less it is 50/50 but 100 basis point minus in the first half versus 100 basis point... Q3 slightly lesser because of festive season but also 25 to 27% on quarter on quarter

Niharika Agarwal · Incred Asset Management

evasive

Sustainability of 22-23% margin band for FY27

our endeavor is about 20% PAT or EPS growth year on year for next four years. We have a plan in place till FY 29

A (first name only) · JM Financial

direct

Geographic mix and urban/rural strategy for specialist approach

the market shift has been happening in the specialist in each category from semi-urban to metro is increasing heavily... our focus will remain same on the middle of the pyramid specialist