Q1 FY23
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CDMO
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Global Life Sciences company CDMO - qualification to happen in H2FY24. Multi year, multi product contract.
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4 intermediates, 3 APIs - commercialized. Good number of late stage products.
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FDF
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EU formulation - some revenue in Q2, majority revenue in Q3 onwards
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Civil infra can support 10bn additional capacity, only 5bn is installed now. FY24 - we can thinking of adding another 5bn.
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ARV
- Except for South Africa, some of the country tenders went to winner takes it all. Roughly 10% tenders have become winner takes all category.
It looks like all the pricing, tender related risks are playing out in ARV segment.
EU Non-ARV product launches and Multi Product, Multi Year CDMO contract with dedicated facility are two interesting things happening.
Whether the CDMO revenue bump up is a one off or not would only be known in hindsight.
Disc - No investments
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