Dr. Reddy's Laboratories · 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
10
Answered directly
60%
Numeric claims
2
Consistency
contradicted
Question ledger
Michaela (on behalf of Balaji Prasad) · Barclays
partialSo the first question, we give the continuation of the pricing environment that we saw in the last couple of quarters... As for China, we do see a very good tracking of our approvals. We got nine approvals since the beginning of this fiscal, and three in the last quarter.
Kunal Dhamesha · Macquarie
partialSo yes, we do have less filings, let's say overall, because we are really focused on products that we believe is critical, but it's still in healthy numbers of files. I believe that you'll see in the next coming months more filings which are coming, just timing of those files.
Kunal Dhamesha · Macquarie
evasiveSo, as far as the timeline of what we call Horizon Two... I don't recall exactly the sales of MenoLabs before, but we are talking about the range of $ millions here. So this is a very ... So it's relatively small.
Kunal Dhamesha · Macquarie
directThe OTC, if I may, on an annual basis, should be about 10% give or take, of the overall U.S. business.
Tushar Manudhane · Motilal Oswal Financial Services
directNo, receivables increase is primarily in line with the top line increase, so it's nothing unusual. It's across the markets, but largely concentrated in the U.S.
Tushar Manudhane · Motilal Oswal Financial Services
partialYeah, we are growing, and because of the nature of the business, that it has normally a high level of fixed costs. So when you are increasing the sales, you normally will have better margins.
Neha Manpuria · Bank of America
partialSo part of it... will give results already in FY 2025... Some of it... will take more time... likely that this level... will continue to be a bit higher, but I do see more growth in revenue.
Neha Manpuria · Bank of America
partialSo we have, overall, about 26 products that can be launched to get the full value... meaningful, probably, $10 million and more than that... The question is what combination of that will actually get to the market, and what will be the sales? That, of course, I don't know.
Neha Manpuria · Bank of America
directSo potentially... I refer to products that are supposed to be in the next two years, 2025 and 2026, if it's going to 2027, we have more products.
Neha Manpuria · Bank of America
directSo we are talking about six products by FY 2030... The first product should come in the beginning of calendar 2027, and then the rest of the products by FY 2030.
Damayanti Kerai · HSBC Securities and Capital Markets India
partialFirst, just to calibrate, part of the reason that people see single digits is that business... contribute about 3% of that decline... if we are taking those, we are already in the place of double digits... In April 2025, I'm expecting to see double-digit growth in new business from the big brands.
Surya Patra · PhillipCapital
partialSo, first of all, what is the risk? The risk is that you get an OAI. Is there a possibility for that? Yes, there is a possibility... I believe that it's a robust answer, but of course, we will wait for the FDA response for that.
