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Motilal Oswal Report
The Motilal Oswal raise its estimates on GlaxoSmithKline Pharma Ltd. by 5%/2%/2% for FY26/FY27/FY28, factoring in:
- ease of supply constraints of certain raw materials related to general medicines,
- scale-up of the specialty portfolio, and
- better operating leverage.
The brokerage values GSK Pharma at 35 times 12 months forward earnings to arrive at a target price of Rs 2,700.
GSK Pharma is implementing efforts toward:
- gaining market share in legacy products,
- introducing new products from the parent portfolio, and
- enhancing marketing efforts to reach healthcare professionals through FTF as well as digital channels.
Overall, Motilal Oswal expects a 13% earnings CAGR over FY26-28. Considering the limited upside from current levels, the brokerage reiterates its Neutral stance on the stock.
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