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: Charulata Gaidhani - Dalal & Broacha Stock Broking Pvt Ltd., Research Division - Analyst
: Yes. My first question pertains to the traction in Discovery Services. Are you seeing a visible difference in the pace of projects coming up?
Question: Charulata Gaidhani - Dalal & Broacha Stock Broking Pvt Ltd., Research Division - Analyst
: Yes. It was pertaining to the lockdown globally. So are you seeing less of outsourcing in the research activities?
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JULY 22, 2020 / 9:00AM, SYNN.NS - Q1 2021 Syngene International Ltd Earnings Call
Question: Charulata Gaidhani - Dalal & Broacha Stock Broking Pvt Ltd., Research Division - Analyst
: And my second question pertains to the CapEx spend.
Question: Charulata Gaidhani - Dalal & Broacha Stock Broking Pvt Ltd., Research Division - Analyst
: How much of CapEx do you expect in FY '21?
Question: Nitin Gosar - Invesco Asset Management (India) Private Limited - Analyst
: Jonathan, one question to you. I wanted to broadly understand what's happening on the global platform when it comes to outsourcing Discovery
activities? Especially in last 6 months has things changed? How are clients seeing this service offering, keeping in mind the profitability pool overall
in pharma industries have improved over the last couple of quarters? So are they wanting to explore more projects at this lockdown which had
some...
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JULY 22, 2020 / 9:00AM, SYNN.NS - Q1 2021 Syngene International Ltd Earnings Call
Question: Nitin Gosar - Invesco Asset Management (India) Private Limited - Analyst
: Okay. I just wanted your thoughts and observation on how are clients seeing the overall Discovery Services as an avenue, keeping in mind over
the last 6 months we have seen pandemic? And we have also seen profitability pool improving for a lot of pharmaceutical companies. Are they
wanting to explain more projects so maybe they will be required to adopt discovery research, outsourcing activity kind of route? Or are they wanting
to curtail down on their already ongoing discovery projects or innovation projects? Just wanted to understand where are we right now.
Question: Nitin Gosar - Invesco Asset Management (India) Private Limited - Analyst
: One question to Sibaji. I wanted to understand, I think you commented the asset turnover is looked around 1x from 18- to 24-month perspective
depending on -- given the pipeline visibility. I'm not sure what are your commentaries on pipeline in the past, but could you throw some kind of
understanding of where we are on the pipeline? And any color on that could be helpful.
Question: Nitin Gosar - Invesco Asset Management (India) Private Limited - Analyst
: Yes.
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JULY 22, 2020 / 9:00AM, SYNN.NS - Q1 2021 Syngene International Ltd Earnings Call
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