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Yes Securities Report
Sun Pharmaceutical Industries Ltd. clocked a healthy non-Taro U.S. quarter and did not undergo any meaningful price erosion as reported by peers.
With global nine million specialty sales exceeding FY21 total, reckon specialty portfolio is set for sustained traction.
Sun Pharma's domestic business is heading into a weak seasonality in to Q4 though we retain just over market growth assumptions on current base for next two years.
A specialty portfolio has also aided gross margins as these have not compressed in any significant manner despite industry wide higher input costs.
We expect momentum to sustain in U.S. business led by specialty sales with Winlevi ramp up and Amphotericin B chipping in from Q4 onwards.
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