Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Highlight the potential windfall for Indian pharma due to Trump's "China Plus One" strategy. Emphasize how shifting US supply chains away from China could create significant opportunities for Indian manufacturers.  </li>
<li>Focus on Trump's conflicting goals of boosting domestic manufacturing while lowering drug costs. This inherent tension could benefit Indian generic companies as they offer affordable alternatives.  </li>
<li>Emphasize the uncertainty surrounding Trump 2.0's healthcare agenda. This ambiguity keeps investors on edge, creating an opportunity to present insightful analysis and predictions.</li>
</ul>


Highlight the potential windfall for Indian pharma due to Trump's "China Plus One" strategy. Emphasize how shifting US supply chains away from China could create significant opportunities for Indian manufacturers.  
Focus on Trump's conflicting goals of boosting domestic manufacturing while lowering drug costs. This inherent tension could benefit Indian generic companies as they offer affordable alternatives.  
Emphasize the uncertainty surrounding Trump 2.0's healthcare agenda. This ambiguity keeps investors on edge, creating an opportunity to present insightful analysis and predictions.


The Outlook of Indian Pharma Industry in Trump 2.0

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along with EBITDA growth of 9.2% YoY and 2.4% QoQ.</li><li>Moreover, adjusted PAT is expected to grow by 10.7% YoY and 2.5% QoQ.</li><li>This growth will likely be driven by domestic formulations and niche launches in the US market.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along with EBITDA growth of 9.2% YoY and 2.4% QoQ.Moreover, adjusted PAT is expected to grow by 10.7% YoY and 2.5% QoQ.This growth will likely be driven by domestic formulations and niche launches in the US market.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

<ul>
<li>India has become a global leader in pharmaceuticals, supplying 20% of the world’s generic drugs and 60% of global vaccine demand, with industry projections reaching $450 billion by 2047.</li>
<li>India’s growth as the “Pharmacy of the World” ensures affordable medicine access globally, while driving economic growth, bolstering the biopharma sector, and strengthening global healthcare systems.</li>
<li>India’s evolving pharmaceutical landscape, supported by strategic investments, policy reforms, and compliance with global standards, positions the country to further enhance its role in healthcare innovation and manufacturing.</li>
</ul>


India has become a global leader in pharmaceuticals, supplying 20% of the world’s generic drugs and 60% of global vaccine demand, with industry projections reaching $450 billion by 2047.
India’s growth as the “Pharmacy of the World” ensures affordable medicine access globally, while driving economic growth, bolstering the biopharma sector, and strengthening global healthcare systems.
India’s evolving pharmaceutical landscape, supported by strategic investments, policy reforms, and compliance with global standards, positions the country to further enhance its role in healthcare innovation and manufacturing.


Thematic Report: Changing Indian Pharma Landscape: Patents, USFDA, Policy Support

<ul><li>As we turn the final page of 2024, we extend our warmest wishes for a 'Happy New Year' to all our valued readers.</li><li>With great excitement, we welcome 2025, looking forward to a year filled with prosperity, peace, and happiness for you and your family.</li><li>At this juncture, we are delighted to unveil our New Year Picks for this year, curated to support and strengthen your investment journey in the year ahead.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

As we turn the final page of 2024, we extend our warmest wishes for a 'Happy New Year' to all our valued readers.With great excitement, we welcome 2025, looking forward to a year filled with prosperity, peace, and happiness for you and your family.At this juncture, we are delighted to unveil our New Year Picks for this year, curated to support and strengthen your investment journey in the year ahead.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>Eisai Announced that global revenue of Leqembi in Q2FY25 was ¥10B, up 1.6x than Q1FY25. Takeda Pharma announced positive interim results from a Phase 3 study.</li>
<li>Shionogi’s COVID-19 drug was effective in reducing transmission of the disease. JCR Pharmaceuticals initiated first patient dosing in Japan in the Phase I clinical trial of JR-441.</li>
<li>Celltrion signed a contract with a U.S. GPO to list Zymfentra on private insurance formularies, which will expand the drug's coverage to 90%+ of the U.S. health insurance market.</li>
</ul>


Eisai Announced that global revenue of Leqembi in Q2FY25 was ¥10B, up 1.6x than Q1FY25. Takeda Pharma announced positive interim results from a Phase 3 study.
Shionogi’s COVID-19 drug was effective in reducing transmission of the disease. JCR Pharmaceuticals initiated first patient dosing in Japan in the Phase I clinical trial of JR-441.
Celltrion signed a contract with a U.S. GPO to list Zymfentra on private insurance formularies, which will expand the drug's coverage to 90%+ of the U.S. health insurance market.


APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

India

Cipla Limited manufactures and sells pharmaceutical and personal care products. The Company offers active pharmaceutical ingredients, and formulations in therapeutic areas, such as allergy, analgesic, anti malarial, anti-infectives, cardiology, dermatology and cosmeceuticals, diabetology, gastroenterology, steroids, iron chelators, nutritional products.

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Cipla Ltd (CIPLA IN)

The Outlook of Indian Pharma Industry in Trump 2.0

Indian pharma poised for growth as Trump's "China Plus One" strategy opens doors for manufacturers, amid conflicting goals of boosting domestic...

Nimish Maheshwari

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along...

Axis Direct

Thematic Report: Changing Indian Pharma Landscape: Patents, USFDA, Policy Support

India is a global pharmaceutical leader, supplying a significant portion of generic drugs and vaccines, with projections reaching $450 billion by...

Nimish Maheshwari

New Year Picks 2025

At this juncture, we are delighted to unveil our New Year Picks for this year, curated to support and strengthen your investment journey in the...

Axis Direct

APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

Large APAC healthcare companies are reporting mixed earnings. Demography will play a key role in ensuring how the overall domestic demand scenario...

Tina Banerjee

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Outlook of Indian Pharma Industry in Trump 2.0

​Indian pharma poised for growth as Trump's "China Plus One" strategy opens doors for manufacturers, amid conflicting goals of boosting domestic...

Nimish Maheshwari

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along...

Axis Direct

Thematic Report: Changing Indian Pharma Landscape: Patents, USFDA, Policy Support

​India is a global pharmaceutical leader, supplying a significant portion of generic drugs and vaccines, with projections reaching $450 billion by...

Nimish Maheshwari

New Year Picks 2025

At this juncture, we are delighted to unveil our New Year Picks for this year, curated to support and strengthen your investment journey in the...

Axis Direct

APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec

Large APAC healthcare companies are reporting mixed earnings. Demography will play a key role in ensuring how the overall domestic demand scenario...

Tina Banerjee

Indian pharma poised for growth as Trump's "China Plus One" strategy opens doors for manufacturers, amid conflicting goals of boosting domestic...

India is a global pharmaceutical leader, supplying a significant portion of generic drugs and vaccines, with projections reaching $450 billion by...