Pfizer and Divi's Laboratories outperformance was driven by better than expected revenue growth and margin expansion while Jubilant Pharmova, Dr. Reddy's and Zydus Lifesciences reported lower operational costs, thus aiding operating profit outperformance.
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Systematix Report
Companies under our coverage reported an in line Q4 FY25, with Divi Laboratories Ltd., Zydus Lifesciences, Pfizer, Dr. Reddy's Laboratories and Jubilant Pharmova Ltd. as outperformers on operating profit growth expectations and Indoco Remedies as the underperformer.
Pfizer and Divi's Laboratories outperformance was driven by better than expected revenue growth and margin expansion while Jubilant Pharmova, Dr. Reddy's and Zydus Lifesciences reported lower operational costs, thus aiding operating profit outperformance. However, Indoco Remedies underperformed expectations due to higher costs.
Our top picks are Sun Pharma, Cipla, Ajanta Pharma and Orchid Pharma. We discontinue coverage on Sastasundar Ventures and Indoco Remedies, considering the uncertainty around predicting their near term earnings owing to ongoing compliance challenges in case of Indoco Remedies and the transition of Sastasundar business into an online pharmacy.
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