India Healthcare Q2 Results Preview - Expect Weakness In India Branded Formulations Growth: Systematix

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Systematix Research Report.We expect a median YoY / QoQ revenue growth of 12%/ 5% respectively for our coverage universe. On a YoY basis, Dr. Reddy's, Zydus Lifesciences, Lupin, Mankind Pharma, Ajanta Pharma, Poly Medicure, Orchid Pharma, and Krsna Diagnostics should grow faster than peers, while from a QoQ perspective, Sun Pharma, Cipla, Mankind Pharma, Poly Medicure, Indoco Remedies, Pfizer, Sastasundar Ventures, and Krsnaa Diagnostics should fare well. IPM is expected to grow around 8% during the quarter, with Sun Pharma, Cipla, Lupin, and Mankind Pharma expected to outperform. Since the WPI linked annual drug price inflation allowed in the DPCO portfolio this year is close to 0% (versus 12% last year) we expect lackluster growth in IPM during the quarter (around 8%). Median YoY/ QoQ U.S. sales growth for our coverage universe should be 15%/2% respectively. Sun Pharma, Dr. Reddy's, and Zydus Lifesciences should do better than peers in U.S. on a YoY basis. We have not seen any large limited competition launch in the U.S. during the quarter and hence do not expect any surprise on the upside, other than those on account of volatility arising out of gRevlimid quarterly variations for certain players. Raw material / API prices remain subdued as in the previous quarter (Q1 FY25). Likewise price trends in the U.S. have also been stable during the quarter..Click on the attachment to read the full report:.Education Q2 Results Preview - A Modest Quarter: PL Capital.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

India Healthcare Q2 Results Preview - Expect Weakness In India Branded Formulations Growth: Systematix

IPM is expected to grow around 8% during the quarter, with Sun Pharma, Cipla, Lupin, and Mankind Pharma expected to outperform, adds the brokerage.

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India Healthcare Q2 Results Preview - Expect Weakness In India Branded Formulations Growth: Systematix

IPM is expected to grow around 8% during the quarter, with Sun Pharma, Cipla, Lupin, and Mankind Pharma expected to outperform, adds the brokerage.

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