Sun Pharma Is Well Poised To Sustain Growth In Focus Segments, Says Motilal Oswal Maintaining 'Buy'

Sun Pharma aims to sustain its outperformance in the domestic formulation segment through increased doctor engagement, new launches, addition of field force and strengthening the brand recall of its existing products..NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Despite a large base (Rs 175 billion sales over 12 months ending Jun’25), Sun Pharmaceutical Industires Ltd. intends to grow better than the industry going forward as well. Under the leadership of Mr. Kirti Ganorkar since CY19, Sun Pharma has implemented multiple strategic efforts to sustain superior growth in its DF business. Sun Pharma has added workforce to increase penetration and enhance promotional efforts. Accordingly, in addition to metro cities, Sun Pharma has established its presence in tier 2 cities in the past five years. Subsequently, the engagement with doctors and onboarding more doctors have boosted growth in prescriptions as well. Notably, FY25 YoY growth of 13.7% was led by volume, pricing and new launches. In fact, the new launches have been inherently part of its growth strategy in recent years. Sun Pharma launched about 45 products in FY25 and five in Q1 FY26. Since oncology is largely an institutional business, Sun Pharma focuses less on this therapy in the DF market. Management indicated that an in-licensing strategy for products closer to the loss of exclusivity would not make economic sense compared to launching its own branded generic products. Overall, management intends to sustain consistent outperformance to the industry in the DF segment..Click on the attachment to read the full report:.Sri Lotus Developers Shares To Rise 35%? Motilal Oswal Initiates 'Buy' — Details Inside.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

Sun Pharma Is Well Poised To Sustain Growth In Focus Segments, Says Motilal Oswal Maintaining 'Buy'

Motilal Oswal expects 14% earnings CAGR over FY25-27E, led by 17% sales CAGR in Sun Pharma's specialty segment and 12% in DF/EM markets, and 160bp margin expansion.

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