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    Nitish Dutt

    Research Analyst at Burman Capital

    Nitish Dutt is an Equity Analyst at Burman Capital, with a specialization in healthcare, pharmaceuticals, and hospital operators in India. He actively covers listed firms including Rainbow Children's Medicare Limited, Caplin Point Laboratories, and Orchid Pharma, contributing insights on earnings performance and sector dynamics during corporate results calls. With several years of experience in equity research, Dutt previously held analyst roles at other investment firms before joining Burman Capital, where he is recognized for his robust fundamental analysis and detailed questioning of management teams, though specific performance metrics such as published success rates or TipRanks rankings are not publicly available. He maintains active engagement in sector analyst networks and earnings discussions, but no FINRA registration or securities licenses are documented in available sources.

    Nitish Dutt's questions to DR REDDYS LABORATORIES (RDY) leadership

    Nitish Dutt's questions to DR REDDYS LABORATORIES (RDY) leadership • Q4 2024

    Question

    Nitish Dutt asked about the manufacturing strategy for the India business, specifically the split between in-house and outsourced production. He also questioned how stricter government quality standards might impact the company's procurement strategy and supplier base.

    Answer

    CEO Erez Israeli stated that approximately 60% of India manufacturing is done in-house, a figure that is expected to increase with product localization efforts. Regarding stricter quality norms, he viewed them as an opportunity, emphasizing that Dr. Reddy's operates with a single, high-quality standard globally, and encourages the entire industry to upgrade.

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