Stocks To Buy: Dr. Reddy's, Lupin Among Axis Securities' Top Ideas From Healthcare Sector

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..Axis Securities Report.Lupin - Buy/ target price- Rs 2600Recommendation RationaleLupin Ltd.’s strong pipeline of niche products is expected to drive double-digit growth in the U.S. market. Injectable products like Glucagon and Dalbavancin, each with a market opportunity of $500 million, are expected to launch within the next six months. Liraglutide and Risperidone could contribute to revenue in FY27E. Lupin is also exploring biosimilar opportunities, including Ranibizumab and Aflibercept, with Tolvaptan expected to drive growth in the generic segment..Dr Reddy’s Laboratories - Buy / target price- Rs 1,535Several levers are expected to drive future growth. The biosimilar segment holds promise, with two biosimilars planned for launch in Europe, each with a sales potential of $40– $50 million in FY26E. Denosumab, slated for FY27E, could contribute $50 million in revenue. The GLP-1 segment, currently a $10 billion opportunity, is anticipated to grow 5x over the next five–six years, offering significant upside potential..Click on the attachment to read the full report:.Stocks To Buy: HDFC Bank, Bajaj Finance, Cholamandalam Among Axis Securities' Top Ideas From BFSI Sector.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.

Stocks To Buy: Dr. Reddy's, Lupin Among Axis Securities' Top Ideas From Healthcare Sector

Axis Securities sees high operating leverage in hospitals; flat sequential growth in pharma after the sectors Q2 results, recommends Stocks to Buy.

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Stocks To Buy: Dr. Reddy's, Lupin Among Axis Securities' Top Ideas From Healthcare Sector

Axis Securities sees high operating leverage in hospitals; flat sequential growth in pharma after the sectors Q2 results, recommends Stocks to Buy.

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