Pharmaceuticals: US Generic Growth to Stay, Selective on Structural Play
The pharmaceutical sector, emerging from the volatility of the past two post-pandemic and geopolitically tumultuous years, is now on a recovery...
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Pharma Sector: Q2FY24 Review
In Q2FY24, the Pharma Coverage universe posted robust revenue growth of 14.3%/1.7% YoY/QoQ on account of volume rampup, new launches (especially...
299 Views
Pharma - Q2FY24 - Earnings Preview
The Pharma companies under our coverage are likely to report aggregate Revenue/EBITDA/PAT growth of 17.4%/23.8%/25.2% YoY in Q2FY24E.
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Top Sector Ideas - Pharma
In Q1FY24, the Pharma Coverage universe posted robust revenue growth of 20.5%/6.1% YoY/QoQ on account of volume rampup, new launches (especially...
331 Views
Aurobindo Pharma Ltd - Number of Livers to Drive Topline
Aurobindo Pharma' reported PAT missed estimates by 5%. Consol. Revenue grew by 11.4% YoY, Gross margins decreased by 183 bps YoY and EBITDA margins...
247 Views