CORONA / Q3-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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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

12

Answered directly

63%

Numeric claims

2

Consistency

mixed

Question ledger

What was answered, and how?

Alanka Gerudi · Kotak Institutional Equities

evasive

Why has primary vs secondary sales outperformance narrowed this quarter?

honestly there's nothing much to reading to it. ... It is always a gap plus or minus here and there. ... You're talking about 15% versus 18.9% and trying to compare that.

Alanka Gerudi · Kotak Institutional Equities

partial

Will EU GMP certification accelerate international growth?

International business ... first you get the accreditation approval then ... will take another 1-2 years and then the business start. ... the CI of international and India business will be broadly more or less 90 and 10

Alanka Gerudi · Kotak Institutional Equities

direct

Will incremental investments be needed for export growth?

No, I think so internal we have enough cash generated from the business ... we have been 100 cr plus net cash positive company

Shugam Agarwal · Burman Capital

partial

Can margins reach 30% given lower PCPM and MR cost?

our revenue will grow by 15% irrespective of our MR additions and our pad growth which we are confident to achieve 20%.

Rishid Javi · CV Asset Managers LLP

partial

Are there any inorganic acquisition plans?

we are constantly evaluating the things. As of now also we are evolating on two brand acquisitions but ... nothing concrete into it.

Amaya Chala · JM Financial

evasive

When will margins reach 35%+ like peers?

we always remain two numbers in the mind 15% revenue growth and 20% profitability growth ... if we achieve we will be more or less near to the P.

Amaya Chala · JM Financial

direct

What is the seasonality of revenue and expenses?

there is hardly a seasonality but you know 3-4% plus or minus on quarter on quarter variation may happen. ... if we talk about four quarter and 25 25 then it may be like 22 to 27 percentage sort of revenue

Rahul Jwani · Capital (likely Capital Markets)

direct

How were the 600 MRs added across divisions?

we have launched one vertical into the cardio metabolic names radiance and there we have taken about 250 people ... another 250 people for gynecology ... and about the 100 people all across the other divisions

Rahul Jwani · Capital

direct

What is the strategy for scaling up IVF portfolio?

we already been more or less taken the team about 46 people across the nation ... our goal is to cater about 3,000 top centers, IVF centers of the country.

Rahul Jwani · Capital

partial

Will margins see similar seasonality as last year?

this time in March we are looking to launch GLP1 some sales and distribution cost may incur little higher in the last quarter maybe possible ... we always eye on yearly data of 15% and 20% revenue and pet growth

Karan Sharma · Shma Securities

partial

What is the new product pipeline and acquisition pipeline?

we are looking at some acquisitions as the proposal nothing concrete ... we are going to launch about three biosimilars in quarter four ... about 8 to 10 new introductions per year

Karan Sharma · Shma Securities

direct

What is the volume-price-mix breakup for 9 months?

it is about 5% 5% and 5% more or less ... volume is about 5% ... new product is about five and a half 6% and remaining is the rice.