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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Zydus Lifesciences - Excluding One-Offs, Earnings In-Line with Estimates
Zydus Lifesciences’ 4QFY22 revenue and adjusted net profit (Rs5,250mn) for inventory provisions were in-line with our estimates.
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Miss in 3Q; US / higher RM costs drag down earnings
Cadila Healthcare (CDH) delivered lower-than-expected 3QFY22 earnings, weighed by lower Domestic Formulation (DF) / US / EM sales and increased...
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Cadila Healthcare: Indian Shines but US Slowdown Persists
It has a global presence and sells its products in the US, India, Europe & emerging markets including countries in LatAm, Asia Pacific & Africa...
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India sales/operating leverage drives earnings
CDH delivered in line 4QFY21 earnings. Healthy traction in the Domestic Formulation (DF) and Consumer Wellness has offset the impact of weak US...
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