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: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: My first question is on the India business. These are very strong recovery, both quarter-on-quarter and year-on-year. Could you give us some color
on what drove this improvement year-on-year, particularly was it driven by COVID portfolio? Any color there would be appreciated.
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: So if I'm not -- correct me if I'm wrong, the market was pretty much flat to slightly positive, versus our growth seems to be 11% year-on-year. Is this
entirely driven because of the COVID portfolio? Or is the contribution from [important] product launches, COVID-related launches?
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NOVEMBER 02, 2020 / 12:45PM, CADI.NS - Q2 2021 Cadila Healthcare Ltd Earnings Call
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: Okay. Understood. And so just taking this forward from a point of view first, how much normalization in marketing activity have we seen in the
India market? And therefore, to what extent, is it reflected in our cost base? How should we look at normalization of marketing activity versus
operating costs?
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: So only the marketing portion of it will pick up as things normalize?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: So two, on the domestic business, this is a (inaudible) of double-digit growth up for a fairly long period of time. How sustainable do you think this
double-digit growth is going to be for us as you see the market [and the market right now?]
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: (inaudible) education has been a first complex (inaudible) Now injectables, as we mentioned, (inaudible) in the past is a critical component of our
growth for strategy in the U.S. How should we look at the whole injectable piece in the U.S., which is over the next year, 1.5 years prospective in
terms of the kind of launches that potentially comes through on this side?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And lastly, on the transdermal, what is the visibility of [newer] approvals over the next, [say, two] quarters?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And last one, on the U.S. business, is there a [similar seasonality] in our business, where in the second half is because of some products where we
have a larger seasonality play [because stronger] than our H1 typically in the U.S.
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NOVEMBER 02, 2020 / 12:45PM, CADI.NS - Q2 2021 Cadila Healthcare Ltd Earnings Call
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