Pharmaceuticals: US to cut Rx drug price, no impact on generics
The US president Donald Trump signed an “Executive Order” (EO) to bring the prices for prescription (Rx) drugs in line with other developed nations
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Pharmaceuticals: Pharma dodges first round of US tariff risk
The US government under Trump 2.0 has announced reciprocal tariffs across countries, including ~26% tariff on imports from India
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HSIE Results Daily: UltraTech Cement, Bharat Petroleum Corporation
UltraTech Cement: We maintain ADD on UltraTech (UTCEM) with a revised target price of INR 12,100 (valuing it at 17x Mar-27E consolidated EBITDA)
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Pharma and Healthcare (Q3FY25E): Growth Momentum, Margin Visibility Stay Intact
The India Pharma & Healthcare sector is expected to see steady growth in Q3FY25E. We project sales/EBITDA growth of 11%/13% YoY for our coverage...
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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...
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