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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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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HSIE Results Daily: Sun Pharmaceutical Industries, Prestige Estates, Phoenix Mills
Sun Pharmaceutical Industries: EBITDA grew 10% YoY as sales growth was moderate at 6% YoY (US and global specialty: -2% QoQ, India: +16% YoY) was...
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