Top Conviction Ideas – “Pharmaceutical & Hospitals”
The pharmaceutical universe under our coverage reported Q2FY25 growth of 10.2% year-on-year (YoY) and 1.7% quarteron-quarter (QoQ), driven by...
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Axis Top Picks for the Month of November 2024
The Axis Top Picks Basket delivered a return of 11.6% in the last six months against the 7.5% returns posted by Nifty 50 over the same period.
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Diamonds In The Dust - Samvat 2081
Samvat 2080 has proven to be a remarkable period for the Indian equity market, marked by the continuous achievement of new milestones each quarter.
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Pharma and Healthcare (Q2FY25E Results Preview): Steady Q2, Revlimid to Normalise
The India Pharma & Healthcare sector is expected to maintain its growth momentum in Q2FY25E. We project sales/EBITDA growth of 11%/15% YoY for our...
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Q2FY25 Earnings Preview - Pharma
We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.5% YoY and 3.1% QoQ, along...
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