Nifty Pharma News and Updates

Name: Latest research reports of Zydus Lifesciences Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Zydus Lifesciences Ltd.
Rating: 3
Author: ICICI Securities Limited

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Lupin Ltd.

13 Aug 2025

1973.60

-0.39%

Mixed Q1 results for top drug firms amid price erosion, tariff threat

Business Standard

Fresh launches boosted growth for players like Lupin, Torrent

Lupin Ltd. is trading below its 150 day SMA of 1978.6

Zydus Lifesciences Ltd.

13 Aug 2025

988.30

-0.29%

Momentum may fizzle out on loss of exclusivities

Hold: Zydus Lifesciences Ltd.

ICICI Securities Limited

Zydus Lifesciences (Zydus)’s Q1FY26 print beat our expectations, though its revenue grew a mere 5.9% while EBITDA/PAT shrunk 3.3%/0.7% YoY. US biz sales were flat YoY.

Zydus Lifesciences Ltd. is trading below its 30 day SMA of 1013.1

Alkem Laboratories Ltd.

13 Aug 2025

5442.00

-0.32%

Strong show; growth outlook improving

Buy: Alkem Laboratories Ltd.

Recommendation Target

ICICI Securities Limited

Alkem Laboratories (Alkem)’s Q1FY26 performance exceeded our expectations on all fronts. The outperformance was led by a strong showing in India (up 12%) and improved momentum across US (+8.8%) and other international markets (+9%).

Alkem Laboratories Ltd. is trading above all available SMAs

Zydus Lifesciences Ltd.

13 Aug 2025

988.30

-0.29%

Zydus Lifesciences (ZYDUSLIF IN) Q1FY26 Result Update Higher...

Accumulate: Zydus Lifesciences Ltd.

Prabhudas Lilladhar

Zydus Lifesciences (ZYDUSLIF) Q1 EBITDA beat our estimates by 5%. We believe gRevlimid + gMirabegron contributes +45% to total FY25/Q1FY26 EPS which will see erosion from H2FY26. Though, company is working on a robust pipeline of complex products, including injectables, 505(b)2, transdermals, NCE, biosimilars and vaccines, they are expected to materialize over the next 23 years. We expect US sales to decline in FY27 given sales erosion in some of...

Zydus Lifesciences Ltd. is trading above its 200 day SMA of 949.4

Ipca Laboratories Ltd.

13 Aug 2025

1313.10

-1.07%

Ipca Laboratories (IPCA IN) Q1FY26 Result Update EBITDA...

Accumulate: Ipca Laboratories Ltd.

Prabhudas Lilladhar

was weak with 4.3% OPM; impacted by certain one offs and price erosion in certain products. Mgmt. reiterated its FY26 guidance of 9-10% revenue growth however 75bps margin expansion vs 100 bps earlier. Our FY26E and FY27E EPS...