bullish
2023 High Conviction Idea: Cipla (CIPLA IN)- Complex Generics and India Business to Drive Growth
Tina has highlighted this Insight as a Top Pick
363 Views08 Nov 2022 23:28
SUMMARY
- Cipla Ltd (CIPLA IN) is a strong play in Indian generic pharmaceutical industry, due to its niche and differentiated respiratory and peptide injectable portfolio, which has less competition.
- The company has launched couple of complex respiratory products in the US market, which has accelerated its revenue growth. Multiple high-value launches are also lined up for this year.
- Cipla’s India business is on a strong footing, led by core portfolio tailwind in prescription and trade generics businesses. Q2FY23 marked the sixth consecutive quarter of market beating growth.
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Tina Banerjee
Global Healthcare Analyst
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- 2023 High Conviction Update: Cipla (CIPLA IN)- Stellar Q1FY24 Performance; Margin Guidance Raised29 Jul 2023
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- 2023 High Conviction Update: Cipla (CIPLA IN)- Strong Traction Continued in Q3; Record High US Sales30 Jan 2023
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