Pharma and Healthcare (Q4FY26E Results Preview): Steady revenue growth, margins pressure visible
Our assumptions are: (1) Pharma coverage will see 10% YoY sales growth driven by 15% YoY increase in the India business (ex-Torrent + JB growth at...
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Pharmaceuticals: US tariffs on branded drugs, generics exempted
We believe the key motive behind tariffs is to push the innovator company toward MFN or investment in plants/R&D to bring down drug prices.
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Pharma and Healthcare (Q3FY26E Results Preview): Base business momentum to offset gRevlimid drag
The India Pharma and Healthcare sector is expected to see moderate revenue growth as EBITDA margins remain flat. We project sales/EBITDA growth of...
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Pharmaceuticals: Indian CRDMOs at a pivotal point, scale-up key
The Indian Contract Research, Development, and Manufacturing Organizations (CRDMO) market is poised to grow rapidly at a CAGR of ~13.4% over 2024...
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Parallel Trades - Strategy - We Suggest Going
To ensure rupee neutral strategy, we suggest going long on DIVISLAB with 1 lot(s) and going short on AARTIIND with 1 lot(s)
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