Q3 call updates
Q4 likely to be in 3400 cr range, margin at 18%.
Fy 24 to have 10 to 12% growth with some debt reduction
Usa coming to 100 mn usd sales per qtr after long. Likely to continue in this range.
Row and europe consistently growing in double digits and likely to grow at this rate for couple of quaters predominantly on strength of respiratory
Flovent and pmdi likely to be filed in cy 23 and launched hopefully by fy 25.
Injectable launches contingent on remediation of munroe. Remediation hopefully by q1.
Goa baddi remediation likely by q4 or q1.
Ryaltris usa sales to pick by h2 of cy 23. 100 mn likely by fy 25. Current year in 20 to 25mn range
Ichnos- poc of 1342 by q1, 1442 by q2 and 2001 by q4. No timelines for outlicensing, capital raise.
Debt to be down r&d to be down, capex in 700 cr range. Inventory to remain high till remediation of goa, baddi.
Api external sales are good but cdmo and inhouse sales low.
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