Neha Manpuria · Bank of America
directOrganic growth in India business excluding STUGERON acquisition
If I calculate, I'm not sure exactly where it is, but let's say it's more than 17% organic without acquisitions.
DRREDDY / Q3-FY26 / claim-ledger
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Dr. Reddy's Laboratories · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
71%
Numeric claims
2
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contradicted
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Neha Manpuria · Bank of America
partialDrivers of strong India growth and sustainability
So it's primarily the performance of the innovative product. ... we start to see the move of that. So in addition to that, the brand has generally performed in a similar manner, meaning that we are increasing the prices...
Neha Manpuria · Bank of America
partialInnovative portfolio as percentage of India sales
If I need to, it's somewhere between 10%-15%, but I'm not sure, Neha.
Neha Manpuria · Bank of America
directTimeline for Sema approval in Canada
we do have a goal date because it's come automatically six months from the response time. So it takes us to May. ... anytime between end of February to May, we should expect a launch in Canada.
Damayanti Kerai · HSBC
partialSustainability of India growth and GST spillover
So it's absolutely sustainable. I don't know if it's 90%, it could be also 15%. So it's absolutely sustainable in this range. And I don't think that we had a major... There's no spillover like on account of GST implementation.
Bino Pathiparampil · Elara Capital
declinedLenalidomide contribution to EBITDA margins
I will not be able to tell you the amount. ... But what we can say is that the decline that you see in America is primarily Lena. Actually, without Lena, we even grew.
Bino Pathiparampil · Elara Capital
partialTimelines for Denosumab and Rituximab in US
Denosumab, Alvotech needs to answer the deficiency letter. ... likely that will be in the second quarter of, and maybe even after, of FY 2027. ... On Rituximab, ... unlikely, let's say, in the next six months and maybe more than that.
Kunal Dhamesha · Macquarie
directHealth Canada plant inspection requirement for Sema
So no inspections are expected or needed. We just hope for approval.
Kunal Dhamesha · Macquarie
directSubstitutability of generic Sema in Canada
No, it's absolutely substitutable. ... I believe the product is absolutely going to be substitutable. So there is no need for prescription or special precision or branding or any branded generic activity.
Kunal Dhamesha · Macquarie
directNature and recurrence of INR 117 crore labor code provision
as per the new labor law codes now, the wage definition has been revised ... we are recomputed retrospectively. ... the going forward in line with this may not be this extent. That would be like, in my view, less than, I think, 50 basis points would be the impact.
Shyam Srinivasan · Goldman Sachs
directNRT constant currency growth and profitability
on the constant currency, it is year-over-year 8% growth.
Foram Parekh · Bank of Baroda Capital Markets
partialIndia growth rate assumption for FY27 with Sema launch
I will not. I think you should feel that we feel very, very comfortable with the 15% plus. Can it be more than 19%? It can, but I don't recommend to use it for now.