JBCP conducted its first analyst meet post KKR acquired 54% stake in CY20. Guided for higher share of revenue from chronic portfolio in India formulation to 60% (vs. 48% in 9MFY21) in FY23E led by 1) new launches and foray in new therapy, 2) Rx share gain in existing brands 3) MR productivity improvement by 12-14% from current Rs4.5lakhs/month and 4) 50% CAPEX allocation towards Indian market. JBCP also guided for an increase in its US filing rate to 5-6 ANDAs per year (from 1-2 ANDAs) along with launches of new brands in Russian market, however India formulations to remain key growth pillar....