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Systematix Research Report
Sun Pharmaceutical Industries Ltd.'s Q2 FY23 earnings were in line with our estimates. India branded formulations and specialty pharma growth remained strong.
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The company's commentary on its specialty business remains encouraging. They expect the key specialty assets – Ilumya, Winlevi and Cequa – to continue to deliver growth going forward too.
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Overall, Sun Pharma's portfolio continues to favorably transition to branded assets. The key growth levers for the company in FY24 are-
high single digit to low double digit growth in India, emerging markets and specialty assets which contribute about 72% of revenue,
launch of complex generic assets in the U.S. (including gRevlimid),
turnaround in its Taro subsidiary,
leveraging balance sheet for opportunistic acquisitions and in licensing deals,
improved realisation in Winlevi led by improving insurance coverage.
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