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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Zydus Lifesciences - Guided for 2-3 High Value Launches in US over FY27/28
The stock price has corrected by ~25% over last 3 months on account of concerns of high product concentration risk, incremental competition in...
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Zydus Lifesciences: High Base to Keep EPS Muted, Specialty Growth Key. Maintain ADD
Zydus Life has corrected over 25% from its 52-week high in the last 2-3 months, due to (1) competition in gAsacol HD (Teva, launched in Sep ’24)
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HSIE Results Daily: Titan, Infoedge, Zydus Lifesciences, Max Financial, Happiest Minds Technologies
Titan: Consolidated jewellery sales (ex-bullion) grew 27.3% YoY to INR159.9bn (in-line) powered by gold prices growth (up 25% YoY). Domestic...
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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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