BQ Prime'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 BQ Prime's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Systematix Research Report
The Indian Pharmaceutical market is expected to witness strong double-digit value growth YoY, as companies took more than 6% price hike in their India branded formulations portfolios in July 2022 and August 2022. This should drive earnings within our coverage portfolio.
Notably, we expect Sun Pharmaceuticals Industries Ltd. to drive significant growth in IPM, considering the company has recently expanded its field force in India.
Dr. Reddy's Laboratories Ltd. too is slated to post decent growth, primarily as its recently acquired Novartis portfolio has begun contributing to sales.
While the custom synthesis revenue of Divi's Laboratories Ltd. could come under pressure, with Molnupiravir sales likely coming off partially, we expect robust performance in Divi's active pharma ingredient generics business.
Also, we expect some recovery in Lupin Ltd.'s U.S. business, mainly from one-month revenue contribution from the Sep-22 launch of gSuprep in the U.S. market.
Click on the attachment to read the full report:
DISCLAIMER
This report is authored by an external party. BQ Prime 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 BQ Prime.
Users have no license to copy, modify, or distribute the content without permission of the Original Owner.
Essential Business Intelligence, Sharp Market Insights, Practical Personal Finance Advice, Daily Fuel, Gold and Silver Prices and Latest Stories — On NDTV Profit.
