External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Alkem Laboratories Ltd / Equity Bottom-Up

<ul><li>After MNC Pharma and pure-play companies like ERIS, ALKEM has minimal exposure to the international business.</li><li>It has multiple growth drivers over the next 12-18 months, despite a high base in the past 12 months, due to: a revival in Non-COVID therapies and better MR productivity (14% net addition over the past two years), sustained outperformance in Chronic.</li><li>.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

After MNC Pharma and pure-play companies like ERIS, ALKEM has minimal exposure to the international business.It has multiple growth drivers over the next 12-18 months, despite a high base in the past 12 months, due to: a revival in Non-COVID therapies and better MR productivity (14% net addition over the past two years), sustained outperformance in Chronic..Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India focused play and encouraging outlook bodes well