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,...
368 Views
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.
435 Views
Smartkarma Originals
Smartkarma Originals: APAC Healthcare Series - Top Picks Are Poised for Multi-Year Growth
APAC healthcare is among the world’s fastest growing markets, thereby gaining importance from investors. We have highlighted 4 APAC healthcare...
649 Views
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...
217 Views
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.
233 Views