External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.  

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)

Prabhudas Lilladher is one of India's leading research based financial services organisation.

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

Zydus Lifesciences Ltd / Equity Bottom-Up

<ul><li>Zydus Lifesciences (ZYDUSLIF) Q2 EBITDA of Rs14.2bn (up 33% YoY) was in line with our estimate.</li><li>The stock price has corrected by ~25% over last 3 months on account of concerns of high product concentration risk, incremental competition in gAsacol and litigation delay news flow on gCabometyx.</li><li>We believe the company’s steady domestic franchise, strong balance sheet and potential new launches in the US will help negate pricing pressure and likely competition in some key products like gAsacol.</li></ul><p><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></p>

Zydus Lifesciences (ZYDUSLIF) Q2 EBITDA of Rs14.2bn (up 33% YoY) was in line with our estimate.The stock price has corrected by ~25% over last 3 months on account of concerns of high product concentration risk, incremental competition in gAsacol and litigation delay news flow on gCabometyx.We believe the company’s steady domestic franchise, strong balance sheet and potential new launches in the US will help negate pricing pressure and likely competition in some key products like gAsacol.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.

Zydus Lifesciences - Guided for 2-3 High Value Launches in US over FY27/28