Concall Analysis

Concall Analysis

Management Guidance

-->Total revenue for this quarter is 1160 crores as compared to 918.6 crores for the same period last year, A growth of around 26%.

-->Net profit for the year was 420.3 crores as compared? to 320.4 crores last year.

-->51 crores was booked as provisions towards patent infringement litigation cases.

-->Company also occurred a one time special incentive to employees of 17 crores.

-->Major growth drivers was due to formulation exports.

-->Amongst domestic products oncology sector gave them good jump, this was partially due to one time order and also due to growth. Revalmid run up will be over by 2026 post that the management is betting on semaglutide, these are the sole FTF in this and they have partnered with Mylan.

-->Also they have a filing called olaparib here also they are the sole FTF and a joint venture with Alembic.

-->They also have Kyprolis and Traceler which are in the mid range segment 30,40 , 100 million types.

-->Management expects that they will see 1000-1200 crores in profits this year comfortably.

-->CTPR is doing well in India and they are expecting to launch that in Brazil also, they are filing it in the US and also other markets as well, but indicates the exports to take of it would take 2-3 years from now.

-->Management is again looking at acquisition and this time they are trying to buy a company in the UK.

-->Management feels that the business is getting more competitive and therefore they wants to go front end in big markets?and for complex generics that are R&D heavy they want to do alliance.

-->On being questioned on what they would do with the remaining money the management says they have spent 250 crores in buyback and 125 crores on dividend.

-->Management is not keen on doing acquisition by borrowing.

-->Management is looking to be in the front end market of 10 countries.

Terminologies:

Formulation exports: It refer to the export of finished medicinal products, like tablets, capsules, syrups, or injectables. These are the drugs that patients typically receive at pharmacies.

NCE: This pipeline refers to the collection of new chemical entities (NCEs) that a pharmaceutical company is developing. NCEs are small molecule drugs that are undergoing clinical trials or have received first approval for a specific use.

Medical Terminologies:

Center for Pharmaceutical Processing Research (CPPR).

Olaparib: It is a medication used to treat specific types of cancer in adults. It falls under the category of targeted therapy, meaning it attacks cancer cells with a specific weakness.

Imbruvica: is a prescription oral medication used to treat several types of blood cancers in adults.

Kyprolis: It is a prescription drug used to treat a specific type of cancer, relapsed or refractory multiple myeloma.

Tracleer: It is a medication used to treat pulmonary arterial hypertension (PAH) in adults.

Lonsurf: It is a prescription medication used to treat specific types of advanced cancers in adults.

Balversa: It is a prescription drug used to treat a specific type of advanced bladder cancer.

?

Mayank Yadav

6K+ Mentors | Financial Analysis | Marketing | Data Analysis | Valuation | Equity Research | Finance & Marketing Content Writer | Hindi & English Content Writer | AI Enthusiast | Talk about Startups and Businesses |

11 个月

Thanks Krishna Raj K crisp and easy concall analysis. ??

Sagar Deshmukh

CFA Level 3 Candidate | Equity Research Intern- Purnartha Investment | Expertise in Financial Statement Analysis, Equity Valuation | Passionate about Delivering Value-Adding Insights |

11 个月

Amazing share ??

Rishika Manot

Equity Research Enthusiast|| Financial Modeling

11 个月

R&D is important for NATCO to standout Krishna Raj K

要查看或添加评论,请登录

Krishna Raj Kayarthaya的更多文章

  • Decoding Warren Buffett’s 2024 Letter to Shareholders

    Decoding Warren Buffett’s 2024 Letter to Shareholders

    Warren Buffett has been a director of public companies where using words like "mistake" or "wrong" is considered taboo!…

    1 条评论
  • RPG Life Sciences Limited Q4 FY24 Earnings Conference Call

    RPG Life Sciences Limited Q4 FY24 Earnings Conference Call

    ??Q4 revenue growth stood at 7.2% ??The muted growth was due to 3 reasons 1) Their product got impacted due to…

    1 条评论
  • RPG Life Sciences Limited Q2 FY '24 Earnings Conference Call

    RPG Life Sciences Limited Q2 FY '24 Earnings Conference Call

    ??The company had volume growth at around 13% ??Price growth stood at around 5%. ??Domestic formulation stood at around…

    1 条评论
  • Concall Analysis

    Concall Analysis

    Management Guidance ??Total revenue surpassed 3000 crores and PAT was 1000 crores until date (Still a quarter to go)…

    4 条评论
  • Concall Analysis

    Concall Analysis

    Management Guidance -->Total revenue for the year was 2811.7 crores as against 2043.

    11 条评论
  • Concall Analysis

    Concall Analysis

    Management Guidance -->Total revenue for this quarter was 452.6 crores against 415.

    12 条评论
  • Concall Analysis

    Concall Analysis

    Management Guidance -->Total revenue of this quarter was 918.9 crores as compared to 427.

    6 条评论
  • Concall Analysis

    Concall Analysis

    Management Guidance -->Net profit for the year was 170 crores as compared to 442 crores last year, the reduction in…

    17 条评论
  • Summarizing and Analyzing Management Discussion and Analysis

    Summarizing and Analyzing Management Discussion and Analysis

    The total market cap of the top 7 companies in the pharmaceutical industry is 932,015.23 crores.

    6 条评论

社区洞察

其他会员也浏览了