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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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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Mankind Pharma - Superior Execution in Consumer Wellness/Exports Drives Beat on 2Q Estimates
Mankind Pharma (MANKIND) delivered better-than-expected 2QFY25 performance, fueled by a strong revival in growth of the consumer business and...
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HSIE Results Daily: Titan, ABB India, Mankind Pharma, Dr Reddy’s Laboratories
Consolidated jewellery sales (ex-bullion) grew 27% YoY to INR117.8bn (HSIE: in-line). Gold jewellery demand witnessed a step-up jump post the Jul24...
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