Persistent insulin drug product shortages
DP shortages continue, causing a 20% gap in supply; management noted a ₹10 crore revenue hit in Q1 and a strategic stockpile increased working capital by ₹73 crore.
ERISLIFESCIENCES / bear-case history
Track the concerns that keep returning.
Eris Lifesciences · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
high
Capacity constraints in injectables for 1.5-2 years
Management acknowledged capacity constraints in a couple of lines, limiting volume growth until new unit is commissioned, which may take 1.5-2 years.
GLP-1 market formation delay or competition
Liraglutide (LRA) ramp-up slower than expected due to stiff competition and delayed obesity approval for generic exenatide; management lowered near-term expectations.
Trade generics ramp-down impact on revenue
Trade generics revenue fell from ₹13 crore to ₹3 crore YoY; full-year impact could be ~₹40 crore revenue loss, though it was never profitable.