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...
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Q2FY26 Earnings Preview - Pharma & Healthcare
We expect pharmaceutical companies under our coverage to deliver a steady performance in Q2FY26, with aggregate revenue rising by 7.4% YoY and 2.7%...
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Axis Top Picks for the month of October 2025
Relative Underperformance Provides an Opportunity to Add Equity for the Long Term: On a YTD basis, the Indian market has underperformed the US...
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Pharmaceuticals: IPM: steady 8% growth in Aug-25
As per IQVIA, IPM saw 8.1% YoY growth in Aug-25 (7.1%% YoY in Jul-25, 9% YoY in Q1FY26, and 8% in FY25) with 0.8% YoY decline in units.
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