Pharmaceuticals & Biotech. share price target and research reports

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Pharmaceuticals & Biotech.

SECTOR | 21 Feb 2025, 12:00AM

Pharmaceuticals Sector Review

Pharmaceuticals & Biotech.

KRChoksey

In Q3FY25, companies within our pharma coverage revenue, EBITDA and Adj. PAT exceeded our expectations by 1.6%/3.7%/9.8%, respectively. The EBITDA margin and Adj. PAT margin outperformed our estimates by 53 bps and 133 bps, respectively.

Pharmaceuticals & Biotech.

SECTOR | 19 Feb 2025

Top Conviction Ideas - Pharmaceutical & Hospitals

Pharmaceuticals & Biotech.

Axis Direct

Top Conviction Ideas (Pharma and Hospital) - Max Healthcare; Lupin; Fortis Healthcare.

Pharmaceuticals & Biotech.

SECTOR | 08 Jan 2025

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

Pharmaceuticals & Biotech.

Axis Direct

Q3FY25 Earnings Preview - PHARMA & HEALTHCARE

Pharmaceuticals & Biotech.

SECTOR | 08 Jan 2025

Improved margins, and product launches to accelerate performance

Pharmaceuticals & Biotech.

KRChoksey

In Q3FY25E, we expect double-digit YoY revenue growth from the pharma companies in our coverage. The revenue is expected to grow 10.8% YoY (+1.1% sequentially), driven by growth in domestic business and expansion in the US business.

Pharmaceuticals & Biotech.

SECTOR | 25 Nov 2024

Strong operating performance; Outlook continues to be stable

Pharmaceuticals & Biotech.

KRChoksey

In Q2FY25, companies within our pharma coverage revenue and EBITDA were in-line with our estimates, however Adj. PAT underperformed by 4.7%. The EBITDA margin was in-line with our
estimate, but Adj. PAT margin underperformed by 73 bps.
The aggregate revenue grew by 10.1% YoY and 1.8% QoQ. The corresponding EBITDA grew by 18.7% YoY but declined by 2.7% QoQ. EBITDA margins expanded by 180 bps YoY (-115 bps QoQ) to 24.9%.

Pharmaceuticals & Biotech.

SECTOR | 19 Nov 2024

Top Conviction Ideas Pharmaceutical & Hospitals

Pharmaceuticals & Biotech.

Axis Direct

Top Conviction Ideas - Healthcare Global Enterprises Ltd; Lupin Ltd; Dr. Reddy's Laboratories Ltd.

Pharmaceuticals & Biotech.

SECTOR | 15 Oct 2024

Growth in domestic and US business expected to continue

Pharmaceuticals & Biotech.

KRChoksey

In Q2FY25E, we expect double-digit YoY revenue growth from the pharma companies in our coverage. The revenue is expected to grow 10.6% YoY (+2.2% sequentially), driven by continued growth in domestic and US segments.

Pharmaceuticals & Biotech.

SECTOR | 29 Jul 2024

Select bets to continue to perform

Pharmaceuticals & Biotech.

KRChoksey

Nifty Pharma is trading at 1-year forward PE of 34.5x vs. 22.8x for Nifty 50, indicating relatively richer valuation levels for the sector from a relative valuation’s perspective.
Nonetheless, given the strong earnings growth that we believe can be witnessed by Glenmark (42.5% CAGR), Lupin Ltd. (37.5% CAGR), and Zydus Life (16.2% CAGR) over FY24-FY26E, we consider them our preferred picks.

Pharmaceuticals & Biotech.

SECTOR | 12 Jul 2024

Strong earnings growth likely on the back of improved products mix

Pharmaceuticals & Biotech.

KRChoksey

For Q1FY25E, we expect our Pharma coverage universe to post 12.5% Y-o-Y (+6.9% Q-o-Q) rise in revenue, 12.0% Y-o-Y (+9.7% Q-o-Q) increase in EBITDA and 11 bps decline Y-o-Y (+58 bps Q-o-Q) in EBITDA margins to 23.5% while exhibiting 20.3% Y-o-Y (+13.9% Q-o-Q) rise in adj. Net income.

Pharmaceuticals & Biotech.

SECTOR | 13 Jun 2024

Neutral outlook from valuation perspective

Pharmaceuticals & Biotech.

KRChoksey

Our Pharma universe focused on formulations such as Cipla, Dr. Reddy’s, Sun Pharma, and Zydus Lifesciences witnessed slower sales growth in the key markets of US, Europe and India; partially offset by stronger growth seen in international and Emerging markets, and APIs.
Slower growth in our Pharma universes’ formulations player’s revenue can be attributed to slower growth in specialty revenue for Sun Pharma while it continued to beat IPM, unfavorable seasonality and slower growth in India market for Cipla, and Zydus Lifesciences underperforming IPM while the US growth continued on the back of recent product launches in Q4FY24.

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