Q3FY26 Earnings Preview - Pharma and Healthcare
We expect pharmaceutical companies under our coverage to deliver a subdued performance in Q3FY26, with aggregate revenue rising 6% YoY but...
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Pharmaceuticals: IPM: growth recovers to 11.7% in Oct-25
In chronic space, cardiac continues to drive IPM growth in Oct-25 at 17% YoY (+11% in Q2FY26), anti-diabetic at 15% (+9% in Q2FY26), led by...
190 Views
Pharmaceuticals: IPM: grows 6.1% in Sep’25 and 7.2% in Q2FY26
The strong growth in cardiac, respiratory, and oncology was offset by muted growth in anti-infective, gastro, VMN, and pain. For Q2FY26, IPM grew...
259 Views
Q2FY26 - Consolidated Earnings Preview
The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in...
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Pharma and Healthcare (Q2FY26E Results Preview): Q2FY26: Steady sales growth, margin to remain flat
The India Pharma and Healthcare sector is expected to see steady revenue growth but EBITDA margins to remain flatWe project sales/EBITDA growth of...
296 Views