Cohance Lifesciences Ltd (NSE:COHANCE)

Q1 2025 Suven Pharmaceuticals Ltd Earnings Call Transcript

Aug 09, 2024 / 01:00PM GMT

Release Date Price: ₹972.55 (-2.03%)

Transcript

Key Points

Positve

Suven Pharmaceuticals Ltd (BOM:543064) reported a healthy inflow of RFQs, driven by consistent efforts from the management, commercial team, and R&D.
The company has secured RFQs from new customers across the US, Europe, and Japan, broadening its customer reach.
Gross margins improved by 157 basis points year on year, driven by an improved business mix.
The company generated a free cash flow of INR33 crores in Q1 FY25.
Suven Pharmaceuticals Ltd (BOM:543064) expects growth in the second half of FY25, driven by increased shipment schedules and demand recovery in the AgChem segment.

Negative

Overall revenue declined by 34% year on year.
The AgChem segment experienced slower-than-expected demand recovery.
Q2 is expected to see muted growth, with significant improvements anticipated only in the second half of FY25.
The company incurred a one-time cost of INR35.7 million related to ESOP, impacting EBITDA margins.
Working capital days increased to 127 days due to delays in receipt of supplies, though this normalized by July 31.

Operator

Ladies and gentlemen, good day, and welcome to the Suven Pharmaceuticals Limited Q1 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Ms. Cyndrella Carvalho from Suven Pharmaceuticals Limited. Thank you and over to you, ma'am.

Cyndrella Carvalho

Suven Pharmaceuticals Ltd - Head of Investor Relations

Thanks, Darwin. Good evening, everyone. We welcome you all on our quarter one FY25 earnings conference call. Let me introduce you to our management team here. Mr. Annaswamy Vaidheesh, Executive Chairman; Dr. Prasada Raju, Managing Director; Dr. Sudhir Kumar Singh, CEO; and Mr. Himanshu Agarwal, our CFO. After our opening remarks, we will open the floor for Q&A.

Now, I hand over the call to our Managing Director, Dr. Prasada for his opening remarks. Over to you, sir.

Vetukuri Venkata Prasada Raju

Suven Pharmaceuticals Ltd - Managing Director, Executive Director

Thank you, Cyndrella. A very good evening to

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