ICICI Securities Limited
Continuity of domestic formulations growth with increasing share of nonCovid portfolio is likely to drive Q2FY22 sales even as expected weakness in the US generics space could act as a spoiler for overall momentum. The Idirect healthcare universe (12 coverage companies) is expected to post YoY growth of ~5.5% to ~| 46123 crore. Domestic formulations (select pack) are expected to grow ~14% to | 11219 crore due to continuous traction from acute segment (momentum began from Q1) besides normalised trend in the chronic segment. We expect a significant shift in growth momentum from Covid to non-Covid portfolio on the back of receding active cases and growing vaccination drive across the country....
Prabhudas Lilladhar released a Sector Update report for Healthcare on 08 Jul, 2025.
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