2023 High Conviction Update: Cipla (CIPLA IN)- Stellar Q1FY24 Performance; Margin Guidance Raised
Q1FY24 result beat expectations. Both India and the U.S. businesses reported record high revenue. EBITDA rose to multi-quarter high. For FY24,...
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Mankind Pharma Pre-IPO - Peer Comparison - One of the Largest, with Better Growth and Margins
Mankind Pharma is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
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Pharma and Healthcare (Q1FY25E Results Preview): Start the Year on a Strong Nod
The India Pharma & Healthcare sector is expected to maintain the growth momentum in Q1FY25E. We expect our coverage universe to see 11%/13% YoY...
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Emcure Pharma Pre-IPO Trading - Strong Subscription, Will Pop
Emcure Pharmaceuticals raised around US$240m in its India IPO. Subscription rates were strong for institutional and HNI tranche.
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Emcure Pharmaceuticals Pre-IPO - Refiling Updates and Valuations
Emcure Pharmaceuticals is looking to raise around US$240m in its upcoming India IPO. In this note, we talk about valuations.
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