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SECTOR | 08 Jul 2025

Healthcare Apr-Jun'25 Earnings Preview Pharma: Moderate EBITDA growth...

Healthcare

Prabhudas Lilladhar

LPC, DIVI to deliver healthy EBITDA growth: Amongst PL universe, we expect LPC and DIVI to report higher EBIDTA growth of 43.2% and 21.6% YoY, respectively. On the other hand, CIPLA, DRRD and ZYDUSLIF are projected to report YoY decline in EBITDA given the higher base in the US. SUNP is likely to deliver moderate revenue growth YoY led by the ramp-up in the specialty and domestic portfolios; however, higher opex will restrict EBIDTA growth....

Healthcare

SECTOR | 08 Apr 2025

Healthcare Jan-Mar'25 Earnings Preview Strong growth YoY, margins...

Healthcare

Prabhudas Lilladhar

We expect pharmaceuticals companies under our coverage to deliver another solid quarter with EBIDTA growing of 16% YoY (down 3% QoQ). This momentum is fueled by 1) strong traction from niche US launches (gRevlimid, gSpiriva, gMyrbetriq, etc.) 2) Steady performance in domestic market and 3) Currency tailwinds supporting margins. Stable raw material pricing and price erosion in US further supporting the performance YoY. However, R&D cost are likely to remain elevated. In domestic formulation business, continued ramp-up in chronic therapies are likely to support growth during the quarter. Our top picks...