Pharmaceuticals: IPM: 11.5% value and 5% unit growth in Jun’25
As per IQVIA, IPM saw a strong growth for Jun’25 at 11.5% YoY (vs 7% in Apr’25 and FY25, +7% YoY in Jun’24) with 5% YoY growth in units
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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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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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