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Yes Securities Report
Q4 typically sees weakness in domestic acute business on account of low seasonality. U.S. business is expected to exhibit moderate growth as operating environment remains presumably benign.
India business for most companies especially chronic focused ones would grow 9-11% YoY while acute heavy ones might have to endure mid-single digit growth.
Large companies like Lupin, Dr. Reddy's Laboratories would continue to benefit from product specific boost like Spiriva and Revlimid (some seasonal weakness not ruled out) while smaller ones would have to rely on existing business to drive growth in U.S.
Diagnostic players would see broad volume range with Vijaya Diagnostic Ltd. again leading the pack. We reckon Torrent Pharma, Lupin and Ajanta Pharma could report better than expected numbers while Alkem Labs and JB Chemicals likely to disappoint extant consensus expectations.
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