Healthcare Q3 Results Preview- Ipca, Divi's Labs To Outperform Healthcare Pack, Says Motilal Oswal; Here's Why

Healthcare Q3 Results Preview : Motilal Oswal lists Sun Pharma, Mankind Pharma, Max Healthcare,, and Ipca Labs as its top picks in the sector.

The recent decline in rates is expected to enable more funding for clinical development initiatives, improving the outlook for CDMO companies.. (Source: Yeko Photo Studio for freepik)

The prospects for Indian CDMO companies are improving due to a rise in proposals from innovative pharmaceutical companies to non-Chinese companies.

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.

Motilal Oswal Report

Pharma companies under our coverage are expected to report healthy YoY earnings growth of 19.4% in Q3 FY25. We expect aggregate sales to grow 10% YoY to Rs 787 billion, aided by strong traction in domestic formulation sales and partially supported by the U.S. segment. Ebitda is expected to exhibit growth of 16.8% YoY to Rs 188 billion, led by a higher share of niche launches in the U.S. generics and a decline in raw material prices. PAT is expected to grow 19.4% YoY to Rs 117 billion.

For hospitals, we expect profitability to improve due to the addition of beds, higher volumes, and optimisation of the case mix/payor mix.

Click on the attachment to read the full report:

Motilal Oswal Healthcare Q3FY25 Results Preview.pdf
Read Document

Also Read: Cement Q3 Results Preview- Structurally Positive; Motilal Oswal Lists Ambuja, UltraTech, JK Cement As Top Pick

DISCLAIMER

This 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.

lock-gif
To continue reading this story You must be an existing Premium User
Watch LIVE TV, Get Stock Market Updates, Top Business, IPO and Latest News on NDTV Profit.
GET REGULAR UPDATES