अमेरिकेतील सामान्य किंमतीमध्ये नाकारण्याद्वारे अरविंद फार्मा Q2 नफा गंभीरपणे हिट झाले, निव्वळ नफा 13.5% YoY आणि 9.5% QoQ द्वारे नाकारले गेले

Q2FY22 मध्ये, कंपनीने ₹6,970mn चे निव्वळ नफा निर्माण केले आणि 13.5% yoy पर्यंत खाली आणि 9.5% qoq पर्यंत. हे प्रभाव मुख्यत: यूएसमधील उत्तम जेनेरिक किंमतीमधून आले कारण चॅनेल्स अतिरिक्त स्टॉक लिक्विडेट करण्याचा प्रयत्न करतात, किंमतीवर दबाव देतात. 

However, US sales grew 7.2% YoY and 10.2% QoQ at US $401m on volume gain in existing products and new launches from the acquired portfolio stood at US $9m sales and Base generic sales (excluding injectables and Natrol) at US $310m grew 8.9% YoY and 13.1% QoQ while generic injectable sales at US $68m grew 5.9% YoY and 9.5% QoQ. Global generic injectables sales were at USD105m (USD68m from the US) in 2Q.

The company has filed for 27 ANDAs including 5 injectables during 2Q (35 filings in 1HFY22 including 7 injectables) and plans to file another 50-55 filings each year for next two years. The company received final FDA approvals for 7 ANDAs including 2 injectables in 2Q which makes a total of 11 approvals in 1H including 5 injectables). It launched 6 products including 3 injectables in 2Q which totals to 11 launches, including 3 injectables during 1HFY22.

युरोपीय बाजारातील महसूल रु. 16.6bn आणि 9.7% वायओवाय आणि 5% क्यूओक्यू वाढले. एआरबीपी नुसार, मुख्यत: क्षमता वापर सुधारण्याच्या कारणामुळे (पेनम ब्लॉकसह), भारतातून (युनिट 4 मधील सामान्य इंजेक्टेबल्ससह) आणि ऑन्कोलॉजी उत्पादनांसाठी उदयोन्मुख फाईलिंग (55 डोसियर्स ज्यातून दाखल केलेले 12 मंजूर केलेले आहेत. मागील वर्षातील केवळ एकाच अंकी मार्जिनमध्ये असलेल्या मध्य टीनमध्ये वर्तमान ऑपरेटिंग मार्जिनसह युरोप विक्रीसाठी नफा देखील सुधारणा झाली आहे. 

For Q2 segment wise, RoW revenues stood at Rs. 3.9bn which declined 13.5% YoY on a high base while the sales grew at 17.3% QoQ on patient volume recovery, ARV revenues stood at Rs. 1.5bn which declined at 71.2% YoY and 51.1% QoQ due to lower demand on higher procurement by channels in previous year amid COVID-19 uncertainties and API revenues stood at Rs. 7.8bn which declined 5.8% YoY and 3.9% QoQ on lower demand.

Moving forward, it is estimated that the US segment (~50% of revenues) would remain steady despite visible challenges, the generic sales (excluding injectables) would grow at single-digit sales on account of consistent new launches and volume gains in launched products, and injectables portfolio could also hold strong growth on new launches and patient footfalls recovery in key markets. The company reaffirmed its goal of achieving global sales of US $650-700m from generic injectables by FY24 through portfolio and capacity expansion. Capacity utilization improvement (e.g. for penem block) and completion of Vizag plant should help injectables sales.