Corona Remedies · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
75%
Numeric claims
4
Consistency
mixed
Question ledger
Tati Dhi · Union Mutual Fund
partialour philosophy is to grow 15% on a revenue and 20% on a PAT basis... if you see from a full year basis FY26 you can see the EBITDA margins of 20.9%. So we have improved our margins on a year-on-year basis by 80 bps.
Tati Dhi · Union Mutual Fund
directfor FY27 you're absolutely right we are comfortable with the existing MR strength
Tati Dhi · Union Mutual Fund
directMore or less biosimilars has been in two ways either in licensing or it is organically... we are open for all the things as far as complex generic and biologic biosimilar is concerned.
Amed Shal · JM Financials
directDomestic growth we have 18.3%. Whereas international business growth is 70% which is totaling to 20.2% for Q4 FY26 and for the full year FY26 our domestic/India business growth comprised of 16.81% whereas the international business comes to 29.5% which culminates to overall 17.3% revenue growth.
Amed Shal · JM Financials
partialgross margins are concerned it is 81.4% for FY26 full year. We have always said... we will be maintaining the gross margins at the range of 80%... we have a strong robust product mix involved which helps us to grow and sustain our gross margins.
Amed Shal · JM Financials
directwe are a net cash company... this 142.9 crores borrowings is only because of the overdraft majorly because of the overdraft on the basis of FDs... we acquired a brand named Bkarin on the last day of March. So that was the reason this overdraft facility was being used.
Alankar Gurude · Koutk Institutional Equities
directNo... if you look at the Q4 number from an employee cost and the other cost standpoint... additionally spent in the form of forming two new divisions and deployment of MRs and the MR expense of almost 5 crores... more or less 9+5=14 cr relates to employee related cost and 1.6 cr relates to R&D cost.
Alankar Gurude · Koutk Institutional Equities
directOh, it's absolutely sustainable. The reason is only about our 93% portfolio of non-NLEM... if you look at the volume growth which is 4.6x than the IPM and 1.4x as compared to the price growth. So it's absolutely sustainable.
Alankar Gurude · Koutk Institutional Equities
evasivetoo early to comment on to it as we have about 90 days to 120 days inventory... if this situation has been controlled in a one month of time I think so the impact is negligible. If it goes little long it may have a little more impact but too early to comment.
Alankar Gurude · Koutk Institutional Equities
evasivethe first initial response is been pretty encouraging and we are expecting really we can do wonders... next 3-4 month we can get more colors and more idea onto it but the initial response is very encouraging.
Sadhhat Nandhi · CWC
directtoday we have a PCPM of 4.11 lakhs. So it is 4 lakh 111,000 which was last year about 3 lakh 62,000. So about increment of about 50,000 rupees PCPM from 3.62 to 4.11.
Sadhhat Nandhi · CWC
directit's always gross margin been... in B2B model and India we are working on B2C model so when you are working on B2B model or international business it's been a less gross margin and more EBITDA while in B2C it's other way around
