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...
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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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Axis Research Scorecard Report for Oct 2023
Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23. Calls that successfully achieved their target were Nestle India (~10%),...
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Top Sector Ideas - Pharma
In Q1FY24, the Pharma Coverage universe posted robust revenue growth of 20.5%/6.1% YoY/QoQ on account of volume rampup, new launches (especially...
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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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