Q1 concall notes
FY25Q1
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US grew by 18% , had 2 launches during Q1 and expect to launch 10 products in Q2
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Will add OSD capacity to address the immediate demand in international markets
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Seeing double-digit price erosion in US
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India : Created new divisions in Gynac and Cardiac, MR count increased to 5,500+ (PCPM : 3.8 lakhs)
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API decline of (-15%) was because of lesser supplies to a customer who got into FDA issues and lost market share
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Animal healthcare continues doing well, growing by 23% . They now have 5 brands with 30cr.+ sales
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Gross borrowings increased to 589 cr. (vs 430 cr. in March 2024)
Disclosure: Invested (no transactions in last-30 days)
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