External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.  

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Our FY26/27E EPS estimates broadly remains unchanged.</li><li>Other expenses remained elevated on the back of higher PenG-related operational cost and supply disruptions due to ongoing remediation.</li><li>However, mgmt. stated remediation related cost has been completed. We expect margins to improve with ramp up in PenG facility, Vizag pant commercialization and launches in US.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Our FY26/27E EPS estimates broadly remains unchanged.Other expenses remained elevated on the back of higher PenG-related operational cost and supply disruptions due to ongoing remediation.However, mgmt. stated remediation related cost has been completed. We expect margins to improve with ramp up in PenG facility, Vizag pant commercialization and launches in US.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aurobindo Pharma

Aurobindo Pharma - Margins to Improve