Dishman pins hopes on China unit

Q: Could you take us through what we can expect from Carbogen Amcis going forward because that disappointed the street, there was some deferment of dispatches as well, we understand, in the previous quarter? In the next quarter, what can we expect and will there be a bounce back over there?

A: Yes, there will be a bounce back. Last quarter was our exception where the delivery was deferred. This quarter and the whole of next fiscal year, Carbogen Amcis is going to perform exceptionally well.

Q: If you could put that into some numbers because in the previous quarter, Carbogen Amcis reported 4 percent decline in revenue so what can we expect in Q4 as well as in FY15?

A: This year, Carbogen Amcis will do 96 million of turnover and next year 106 million of turnover. This year they will do a profit of 6-8 million and next year more than 10 million.

Q: While most analysts, after studying your results, maintained that there is upside potential from here for Q4 but their key risk to their assumption includes slowdown in the global CRAMs business and also some execution risk? In terms of the contract research and manufacturing (CRAMs) business, what is the kind of momentum that you see going forward and do you think executionally there are some problems that you could be facing and if so, your views on how it could be resolved?

A: We are surprised that suddenly there has been a very positive movement in the CRAMs. We are flooded with the enquiries and orders both for the contract research and the contract manufacturing and right now we are planning which product to drop because we will not be able to manufacture and how to use China facility to make some of the products.