Supriya Lifescience · tone and specificity signals across the available quarters.
Language signals
We are not at all interested for taking the entire share. There should be a healthy competency. We will have only 250 to 300 tons where we will cater the customers who are choosing to have a quality material from the USFDA and EU plant.
Whatever dip you are seeing from the historical margin numbers is predominantly because of addition of new products. When you typically introduce any new product into the portfolio, the first scale up will happen in semi-regulated market where the margins are slightly lower as compared to when it scales up in a regulated market.
Most of the people that we are talking to are selling their finished formulations in the export market. So for us anyways the MIP is not of a very large value addition. But for us what works is that we have a fully backward integrated process and even at the current Chinese prices we are able to compete.
The inspection resulted in only one minor observation which was proactively addressed underscoring the strength and our compliance culture, robust quality system and awareness to cGMP standards.
We'll not be able to give any quarter-on-quarter guidance of the run rate. In FY27 we'll be able to achieve the 1,000 crore. All quarters might not be linear growth because in quarter two we are expecting some shutdown and refurbishing activities.
The 300 metric tonnes what we indicated will not come fully in FY27. I said we'll get to maximum utilization in FY27 but that entire number to come will happen over the next two to three years time.