Pharmaceuticals & Biotech.
Pharmaceuticals & Biotech.
SECTOR | 08 Jul 2020
Prabhudas Lilladhar
Q4FY20: Stock-up and adequate inventory in the supply chain holds revenue for domestic and export market. We believe Q1FY21E revenue growth to be 5% YoY while EBITDA and PAT to decline 4% and 15% YoY for our coverage universe assuming 1) domestic players with chronic heavy business model to be not impacted much due to lockdown led restrictions. 2) US (Gx) sales decline of 5% QoQ (3% volume and 2% price erosion) due to delay in shipping consignments, lower new Rx and delayed surgeries 3) major European Countries Rx retail volumes...
Axis Direct released a Sector Update report for Pharmaceuticals & Biotech. on 08 Apr, 2025.
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