Pharma and Healthcare: Q1FY26: Steady Revenues, Margins Under Pressure
he India Pharma and Healthcare sector is expected to see steady revenue growth. However, EBITDA margins are expected to show a decline for Q1FY26E
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Pharmaceuticals: US to cut Rx drug price, no impact on generics
The US president Donald Trump signed an “Executive Order” (EO) to bring the prices for prescription (Rx) drugs in line with other developed nations
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Pharmaceuticals: Pharma dodges first round of US tariff risk
The US government under Trump 2.0 has announced reciprocal tariffs across countries, including ~26% tariff on imports from India
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HSIE Results Daily: Titan, Infoedge, Zydus Lifesciences, Max Financial, Happiest Minds Technologies
Titan: Consolidated jewellery sales (ex-bullion) grew 27.3% YoY to INR159.9bn (in-line) powered by gold prices growth (up 25% YoY). Domestic...
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Pharma and Healthcare (Q3FY25E): Growth Momentum, Margin Visibility Stay Intact
The India Pharma & Healthcare sector is expected to see steady growth in Q3FY25E. We project sales/EBITDA growth of 11%/13% YoY for our coverage...
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