Valuation of Indices: All Indices and Most Sectors in the Overheated Zone
Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66%...
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Pharmaceuticals: US Generic Growth to Stay, Selective on Structural Play
The pharmaceutical sector, emerging from the volatility of the past two post-pandemic and geopolitically tumultuous years, is now on a recovery...
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Indian Generic Pharmaceutical Companies: US Momentum to Continue Amid Favorable Sector Tailwinds
​Indian pharma companies saw strong U.S. revenue growth in H1FY24 due to better pricing, drug shortages, and new launches. With robust pipeline and...
630 Views
Pharma Sector: Q2FY24 Review
In Q2FY24, the Pharma Coverage universe posted robust revenue growth of 14.3%/1.7% YoY/QoQ on account of volume rampup, new launches (especially...
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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.
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