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. 

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)

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.

Thematic (Sector/Industry)

India Health care / Thematic (Sector/Industry)

<ul><li>We anticipate that pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 9.9% YoY and 0.8% QoQ, along with EBITDA growth of 11.3% YoY and 3.6% QoQ.</li><li>Moreover, adjusted PAT is expected to grow by 13.3% YoY and decrease by 3.5% QoQ. Domestic formulations and niche launches in the US market will likely drive this growth.</li><li>Within the US generics, growth is particularly driven by products such as gRevlimid, gMirabegron, gSpiriva, gAlbuterol, gPrezista, gLenalidomide, gProlensa, gRivaroxaban, gtolvapatan and various biosimilars.</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>

We anticipate that pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 9.9% YoY and 0.8% QoQ, along with EBITDA growth of 11.3% YoY and 3.6% QoQ.Moreover, adjusted PAT is expected to grow by 13.3% YoY and decrease by 3.5% QoQ. Domestic formulations and niche launches in the US market will likely drive this growth.Within the US generics, growth is particularly driven by products such as gRevlimid, gMirabegron, gSpiriva, gAlbuterol, gPrezista, gLenalidomide, gProlensa, gRivaroxaban, gtolvapatan and various biosimilars.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.

Q1FY26 Earnings Preview - Pharma and Healthcare