External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>We anticipate that pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 10.9% YoY and 0.8% QoQ, along with EBITDA growth of 15.3% YoY and a decline of 1.7% QoQ.</li><li>Moreover, adjusted PAT is expected to grow by 8.7% YoY and decrease by 7.9% QoQ.</li><li>Domestic formulations and niche launches in the US market will likely drive this growth.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We anticipate that pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 10.9% YoY and 0.8% QoQ, along with EBITDA growth of 15.3% YoY and a decline of 1.7% QoQ.Moreover, adjusted PAT is expected to grow by 8.7% YoY and decrease by 7.9% QoQ.Domestic formulations and niche launches in the US market will likely drive this growth.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q4FY25 Earnings Preview - Pharma & Healthcare

<ul><li>We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along with EBITDA growth of 9.2% YoY and 2.4% QoQ.</li><li>Moreover, adjusted PAT is expected to grow by 10.7% YoY and 2.5% QoQ.</li><li>This growth will likely be driven by domestic formulations and niche launches in the US market.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along with EBITDA growth of 9.2% YoY and 2.4% QoQ.Moreover, adjusted PAT is expected to grow by 10.7% YoY and 2.5% QoQ.This growth will likely be driven by domestic formulations and niche launches in the US market.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

<ul><li>We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.5% YoY and 3.1% QoQ, along with EBITDA growth of 10.5% YoY and 3.8% QoQ.</li><li>Moreover, adjusted PAT is expected to grow by 14% YoY and 1% QoQ.</li><li>This growth will likely be driven by domestic formulations and niche launches in the US market. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.5% YoY and 3.1% QoQ, along with EBITDA growth of 10.5% YoY and 3.8% QoQ.Moreover, adjusted PAT is expected to grow by 14% YoY and 1% QoQ.This growth will likely be driven by domestic formulations and niche launches in the US market. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Pick of the Week (PoW): POW calls delivered an astounding monthly strike rate of 92% in Feb’24.</li><li>Calls that successfully achieved their target were Coal India (10%) and ACC (10%) Axis Top Picks: We are proud to share that our Axis Top Picks basket delivered impressive returns of 46% in the last one year, beating the benchmark Nifty 50 index (27% return over the same period) by a wide margin.</li><li>In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal India (7.4%), TVS Motor (7.2%), and Lupin (7.1%). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week (PoW): POW calls delivered an astounding monthly strike rate of 92% in Feb’24.Calls that successfully achieved their target were Coal India (10%) and ACC (10%) Axis Top Picks: We are proud to share that our Axis Top Picks basket delivered impressive returns of 46% in the last one year, beating the benchmark Nifty 50 index (27% return over the same period) by a wide margin.In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal India (7.4%), TVS Motor (7.2%), and Lupin (7.1%). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Research Scorecard Report for Feb 2024

<ul><li>The Pharma companies under our coverage are likely to report aggregate Revenue/EBITDA/PAT growth of 17.4%/23.8%/25.2% YoY in Q2FY24E.</li><li>The growth is likely to be led by value-added new launches, market share expansion, and strong momentum in the Indian market.</li><li>A high double-digit growth in the US market was led by gRevlimid and other value-added launches despite intense competition and low singledigit growth witnessed in the basic generic business. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The Pharma companies under our coverage are likely to report aggregate Revenue/EBITDA/PAT growth of 17.4%/23.8%/25.2% YoY in Q2FY24E.The growth is likely to be led by value-added new launches, market share expansion, and strong momentum in the Indian market.A high double-digit growth in the US market was led by gRevlimid and other value-added launches despite intense competition and low singledigit growth witnessed in the basic generic business. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India

Abbott India Limited manufactures a wide range of pharmaceutical and medical products, agrochemicals, and animal health products. The Company's medical and pharmaceutical products include insulin injections, anti-dysentery drugs, vitamin preparations, penicillin preparations, sulfonamide tablets, and a variety of household remedies.

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Abbott India (BOOT IN)

Q4FY25 Earnings Preview - Pharma & Healthcare

Moreover, adjusted PAT is expected to grow by 8.7% YoY and decrease by 7.9% QoQ. Domestic formulations and niche launches in the US market will...

Axis Direct

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along...

Axis Direct

Q2FY25 Earnings Preview - Pharma

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.5% YoY and 3.1% QoQ, along...

Axis Direct

Axis Research Scorecard Report for Feb 2024

In Feb’24, the basket inched up further by 1.8%. A few picks that reported excellent returns included SBI (15.5%), Varun Beverage (9.7%), Coal...

Axis Direct

Pharma - Q2FY24 - Earnings Preview

The Pharma companies under our coverage are likely to report aggregate Revenue/EBITDA/PAT growth of 17.4%/23.8%/25.2% YoY in Q2FY24E.

Axis Direct

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