External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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

Dr. Reddy's Laboratories / Equity Bottom-Up

<ul><li>North America Business: The U.S. business reported sales of Rs 2,200 Cr, declining 35% YoY but growing 26% QoQ, and accounted for 27% of consolidated revenue.</li><li>The YoY decline was primarily due to lower Lenalidomide sales.</li><li>This downturn is heavily driven by persistent generic price erosion and the cliff-effect collapse of high-margin lenalidomide sales, which previously absorbed a massive $50 million (Rs 4,530 million) shelf stock price reduction claim. </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>

North America Business: The U.S. business reported sales of Rs 2,200 Cr, declining 35% YoY but growing 26% QoQ, and accounted for 27% of consolidated revenue.The YoY decline was primarily due to lower Lenalidomide sales.This downturn is heavily driven by persistent generic price erosion and the cliff-effect collapse of high-margin lenalidomide sales, which previously absorbed a massive $50 million (Rs 4,530 million) shelf stock price reduction claim. 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.

Dr Reddy’s Laboratories Ltd - GRevlimid off Patent and Semaglutide Regulatory Challenges for FY27