Notes from last concall:
- Export is 38% of total revenue
- We have given a INR 500 crore of capex previously. Out of that till now, we have already incurred about to be INR 300 crores. And in the next 15 to 18 months, we are going to incur the remaining.
- Revenue degrowth(-8%) this quarter/year due to high covid related demand last year leading to higher base.
- 60-odd crores of our revenue in FY ’22 came from COVID-related business, which was between 17% to 20% of our revenues.
- 7% price hike taken this year in domestic segment
- 2/3rd of the revenue ties to diagnostic
- We expect Panchla to be up in billing exports revenue in the next 3.5 months, four months and scaling up to full capacity, to what we have planned by around Q2 of FY ’24 , and Amta would be around, in and around the same time as well. But Amta has more on storage and radiation and less on production. So our main focus is on Panchla, which has more on output and revenue.
- Have around 25% market share in their product segment.
| Subscribe To Our Free Newsletter |
