Pharma - Q1FY24 - Earnings Preview
The Pharma companies under our coverage are likely to report aggregate Revenue/ EBITDA/PAT growth of 22.1%/50.4%/39.5% YoY in Q1FY24E.
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2023 High Conviction Update: Cipla (CIPLA IN)- Strong US Business Drove Q4 Result Amid Uncertainty
Since reporting Q4 results, Cipla shares gained 10%+, showing early signs of revival. The company is seeing some recoveries in the generic prices...
666 Views
Global Emerging Markets: Reporting Season Summary, 1Q2023
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
467 Views
Zydus Lifesciences (ZYDUSLIF IN): Strong Q4 Result Driven by US Business; Forward Growth to Moderate
Zydus Lifesciences recorded 32% revenue growth to INR50B in Q4FY23, driven by 58% growth in US formulation business. The company expects single...
598 Views
CIPLA Ltd - Positive Outlook Despite Regulatory Challenges
Cipla reported the highest-ever US business to the tune of $204 Mn (+5% QoQ), which was majority led by better execution in the base business and a...
312 Views