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...
361 Views
HSIE Results Daily: Alkem Laboratories, Galaxy Surfactants, KNR Constructions
Alkem Laboratories: EBITDA (+1% YoY) below consensus estimates due to 1% YoY sales decline (+6% YoY India, -7% QoQ in the US), which was offset by...
327 Views
Pharma and Healthcare (Q2FY25E Results Preview): Steady Q2, Revlimid to Normalise
The India Pharma & Healthcare sector is expected to maintain its growth momentum in Q2FY25E. We project sales/EBITDA growth of 11%/15% YoY for our...
375 Views
Pharma and Healthcare (Q1FY25E Results Preview): Start the Year on a Strong Nod
The India Pharma & Healthcare sector is expected to maintain the growth momentum in Q1FY25E. We expect our coverage universe to see 11%/13% YoY...
378 Views