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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.
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