Pharma companies' margins are expected to improve YoY on the back of a better product mix, price hike benefits in branded markets, and normalizing cost inflation. (Photo source: Haberdoedas/ Unsplash)
Among the large caps, all coverage companies under Nirmal Bang are expected to a report decent set of numbers. In terms of revenue, Dr. Reddy’s (due to acquisition), Sun Pharma, Mankind Pharma (due to acquisition), and Ajanta Pharma are expected to report >10% YoY growth among the Large Caps, while Eris Life/JB Chemicals (due to acquisitions), Gland Pharma (on a low base), and Natco Pharma are expected to report double-digit YoY reve...