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...
572 Views
Alkem Laboratories Ltd (ALKEM IN): Further Upside on Card on US Business and Margin Improvement
Alkem is looking at high-single-digit growth in dollar terms from US business in FY24. FY24 gross margin guidance is 59.0–59.5%, backed by lower...
500 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...
372 Views
Aurobindo Pharma Ltd - Several Growth Levers in Place to Drive Topline
Aurobindo Pharma's PAT stood above our estimates by 14%. The company’s consolidated revenue grew by 25.8% YoY and gross margins improved by 122bps...
334 Views
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.
489 Views