HSIE Results Daily: DLF, Aurobindo Pharma, Eris Lifesciences
DLF: DLF reported a strong quarter with pre-sales of INR 114.5bn (+78.8%/+462.7% YoY/QoQ), largely on the back of new launch in Gurgaon- Privana North
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Pharmaceuticals: IPM: 11.5% value and 5% unit growth in Jun’25
As per IQVIA, IPM saw a strong growth for Jun’25 at 11.5% YoY (vs 7% in Apr’25 and FY25, +7% YoY in Jun’24) with 5% YoY growth in units
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Pharma and Healthcare: Q1FY26: Steady Revenues, Margins Under Pressure
he India Pharma and Healthcare sector is expected to see steady revenue growth. However, EBITDA margins are expected to show a decline for Q1FY26E
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Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
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#161 India Insights: India Eyes Rare Earth Push; IndusInd's Prerequisites from RBI, Insulin Scale Up
​India aims to localize rare earth magnet production for EV and tech sectors, Hinduja Group faces RBI conditions for Indusind Bank
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