External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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>Motilal Oswal's research report on IPCA Laboratories After three years of earnings deterioration, IPCA is well-poised to deliver strong earnings growth over FY24-27.</li><li>With broad-based growth in volume and pricing, IPCA has been able to outperform the industry significantly in the domestic formulation (DF) market, with 15% YoY growth in MAT Aug’24 and a 15% CAGR in MAT Aug’21-24.</li><li>IPCA is making efforts to augment its export prospects through new launches and market share gains in generics exports.</li></ul>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.

Motilal Oswal's research report on IPCA Laboratories After three years of earnings deterioration, IPCA is well-poised to deliver strong earnings growth over FY24-27.With broad-based growth in volume and pricing, IPCA has been able to outperform the industry significantly in the domestic formulation (DF) market, with 15% YoY growth in MAT Aug’24 and a 15% CAGR in MAT Aug’21-24.IPCA is making efforts to augment its export prospects through new launches and market share gains in generics exports.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.

IPCA Laboratories - At an Inflexion Point

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

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.

<ul><li>Ipca’s board is set to discuss integration of Bayshore Pharmaceuticals’ generics business into Unichem Pharma US.</li><li>Bayshore’s integration would enhance growth prospects, drive international revenue, on recent regulatory approvals for US manufacturing sites.</li><li>Ipca’s investments in biologics and plans to revitalize its CDMO initiatives suggest significant growth potential, supporting our price target of 1734. </li></ul>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.

Ipca’s board is set to discuss integration of Bayshore Pharmaceuticals’ generics business into Unichem Pharma US.Bayshore’s integration would enhance growth prospects, drive international revenue, on recent regulatory approvals for US manufacturing sites.Ipca’s investments in biologics and plans to revitalize its CDMO initiatives suggest significant growth potential, supporting our price target of 1734. 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.

Ipca Laboratories Ltd - Bayshore Integration to Unlock Growth

<ul><li>We met with the management of IPCA recently to understand its business outlook.</li><li>Domestic formulation (DF) is the key driver of its sales growth, fueled by market outperformance in pain/dermatology/urology and supported by higher MR base.</li><li>Notwithstanding the near-term hiccups in API segment, IPCA is building levers to almost double its API exports by FY27E.</li></ul>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.

We met with the management of IPCA recently to understand its business outlook.Domestic formulation (DF) is the key driver of its sales growth, fueled by market outperformance in pain/dermatology/urology and supported by higher MR base.Notwithstanding the near-term hiccups in API segment, IPCA is building levers to almost double its API exports by FY27E.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.

IPCA Laboratories - Progressing Steadily to Reclaim the Growth Path

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

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.

<ul><li>Ipca is a fully integrated pharma company manufacturing over 350 formulations and 80 APIs with exports contributing 50% of revenues in FY21.</li><li>Major therapeutic segments include pain management, cardiovascular and anti-diabetics, anti-infectives, anti-malarials, which together account for 75% of revenues</li><li>Revenue break-up FY22 – Formulations:69% (domestic:43%, export:26% - export generic: 13%, export institutional:5%, export branded: 7%), API: 23% (export API: 17%, domestic API: 6%), subsidiaries: 7%.</li></ul>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.

Ipca is a fully integrated pharma company manufacturing over 350 formulations and 80 APIs with exports contributing 50% of revenues in FY21.Major therapeutic segments include pain management, cardiovascular and anti-diabetics, anti-infectives, anti-malarials, which together account for 75% of revenuesRevenue break-up FY22 – Formulations:69% (domestic:43%, export:26% - export generic: 13%, export institutional:5%, export branded: 7%), API: 23% (export API: 17%, domestic API: 6%), subsidiaries: 7%.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.

Ipca Laboratories - Domestic Business Stable but Exports Volatile…

Ipca Laboratories - Domestic Business Stable but Exports Volatile

India

Ipca Laboratories Limited operates a pharmaceutical company, which distributes products to over 75 countries worldwide.  The Group's products include finished dosage forms, drug delivery systems, bulk drugs and intermediates.

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Ipca Laboratories (IPCA IN)

IPCA Laboratories - At an Inflexion Point

Motilal Oswal's research report on IPCA Laboratories After three years of earnings deterioration, IPCA is well-poised to deliver strong earnings...

Motilal Oswal

Ipca Laboratories Ltd - Bayshore Integration to Unlock Growth

Ipca’s investments in biologics and plans to revitalize its CDMO initiatives suggest significant growth potential, supporting our price target of...

Sharekhan

IPCA Laboratories - Progressing Steadily to Reclaim the Growth Path

Domestic formulation (DF) is the key driver of its sales growth, fueled by market outperformance in pain/dermatology/urology and supported by...

Motilal Oswal

Ipca Laboratories - Domestic Business Stable but Exports Volatile…

pca is a fully integrated pharma company manufacturing over 350 formulations and 80 APIs with exports contributing 50% of revenues in FY21.

ICICI Securities Limited

Ipca Laboratories - Domestic Business Stable but Exports Volatile

Ipca is a fully integrated pharma company manufacturing over 350 formulations and 80 APIs with exports contributing 50% of revenues in FY21.

ICICI Securities Limited

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