Dr Reddy’s Laboratories: To Acquire Global OTC Portfolio for Ex-US Market.
Dr Reddy’s (DRRD) is going to acquire Haleon’s global portfolio of consumer healthcare brands (Northstar Switzerland) in the Nicotine Replacement...
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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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HSIE Results Daily: UltraTech Cement, Bharat Petroleum Corporation
UltraTech Cement: We maintain ADD on UltraTech (UTCEM) with a revised target price of INR 12,100 (valuing it at 17x Mar-27E consolidated EBITDA)
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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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Q3FY25 Earnings Preview - PHARMA & HEALTHCARE
We anticipate that the pharmaceutical companies within our coverage will collectively demonstrate revenue growth of 8.1% YoY and 0.9% QoQ, along...
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