The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Vishal Biraia - Aviva Life Insurance Company India Ltd. - Analyst
: So what would have led to the 88% growth in the PSAI business?
Question: Vishal Biraia - Aviva Life Insurance Company India Ltd. - Analyst
: Yes. What was the growth drive -- what were the driving factors to achieve this 90%-odd growth for the API business?
Question: Vishal Biraia - Aviva Life Insurance Company India Ltd. - Analyst
: Sir, do you expect this trend to continue for the coming 2 quarters at least?
Question: Vishal Biraia - Aviva Life Insurance Company India Ltd. - Analyst
: Okay. Okay. And just one last thing on the CRL for -- any updates on the CRL of Copaxone and NuvaRing?
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JULY 29, 2020 / 12:00PM, REDY.NS - Q1 2021 Dr.Reddy's Laboratories Ltd Earnings Call
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: My first question is on the gross margin. Now you mentioned 3 things on the gross margin improvement, FX, product mix and productivity. I just
wanted to understand which of these factors contributed largely to the -- was there disproportionate contribution from one factor versus the other?
And how do you view something like a product mix or productivity? Is -- productivity, I can understand. Is product mix linked to the fact that we
were selling more, let's say, injectable products or hospital-linked products in this quarter?
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: Sir, just a follow-up on that. I agree on the FX. Just on productivity, I would have assumed, given the lockdown and volumes coming off, our
utilization would have been lower. So I'm just trying to understand if the product mix was linked to the fact that COVID benefited certain -- sale of
certain type of products or certain bucket of products? Would that be a fair understanding?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Sir, 2 questions. One is, a, on the COVID drugs that you mentioned, how should we view these opportunities? Are these specifically largely domestic
opportunities? Or do you see opportunities for meaningful export opportunity in these 2 products?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And are you going to raise -- would we be supplying to Fuji also for their stockpiling in Japan?
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JULY 29, 2020 / 12:00PM, REDY.NS - Q1 2021 Dr.Reddy's Laboratories Ltd Earnings Call
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And my second question is on -- you talked about the opportunities for the PSAI business. Does it -- really -- from an investment perspective, does
it entail for us significantly increasing our investments in PSAI going forward? How are we looking at the CapEx part of it?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Okay. If I can squeeze one last associated question on that. What opportunities do you see in the CDMO space in the PSAI business? Is the custom
services business which you have now put out into a separate subsidiary? How has that been performing?
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