Q3 concall updates
India restructuring has led to reduction in stock points and decrease in working capital requirements.
India run rate to be 1000 cr and increase of 10% next year
Usa new injectable launches to help from q4, munroe fda inspection requested, any time soon expected. Commercial production by q1. 2 injectable to filed from munroe
Europe has achieved a decent base leading to synergies and better margins. Growth strong
Ryaltris fy 25 sales around 80 mn usd.
Jiangsu tieup for envalofimab will be next ryaltris
Flovent and 1 more pmdi filing in progress
With gls sale company to be net debt positive by march. FCF to increase with better margin profile pdts and operational leverage in fy 25 onwards.
Ichnos readouts likely in fy 25, assets will be monetised the outlicensing way.
IGI will lead to R & D cost reduction by 30 to 40 mn usd
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