Pharmaceuticals & Biotech. share price target and research reports

Latest analyst research reports with target prices and PDF download for SECPHARMA, BSE:SECPHARMA Pharmaceuticals & Biotech.

Pharmaceuticals & Biotech.

SECTOR | 07 Jun 2024

Top Sector Ideas Pharma - Q4FY24

Pharmaceuticals & Biotech.

Axis Direct

Top Sector Ideas Pharma - Q4FY24

Pharmaceuticals & Biotech.

SECTOR | 06 Jun 2024

Pharma

Pharmaceuticals & Biotech.

Prabhudas Lilladhar

Pharmaceuticals & Biotech.

SECTOR | 17 Apr 2024

Profitability to rise better than sales growth

Pharmaceuticals & Biotech.

KRChoksey

? The IPM market is expected to be positive for Sun Pharma, Cipla, and Zydus Lifesciences. These companies from our coverage are expected to exhibit market beating or in line performance for Q4FY24E on the back of price increases and new product launches as well as growth in both chronic and acute segments.

Pharmaceuticals & Biotech.

SECTOR | 28 Feb 2024

Earnings growth expected to be strong; valuations attractive

Pharmaceuticals & Biotech.

KRChoksey

In Q3FY24, our Pharmaceuticals coverage exhibited slight underperformance vis-a-vis estimates. Its revenue, EBITDA, and adjusted net income were 2.2%, 4.1%, and 2.1% below the estimates but EBITDA margin outperformed marginally by 8 bps to 22.8%. The aggregate revenue growth for the coverage was at 7.9% Y-o-Y (+0.3% Q-o-Q) to INR 500.70 Bn while EBITDA grew at 12.9% Y-o-Y (-0.7% Q-o-Q) to INR 113.97 Bn and EBITDA margins expanded by 101 bps Y-o-Y (-23 bps Q-o-Q) to 22.8% and adjusted net income rose by 21.9% Y-o-Y (-3.0% Q-o-Q) to INR 72.88 Bn for the quarter.

Pharmaceuticals & Biotech.

SECTOR | 12 Jan 2024

Improved products mix to drive profitability

Pharmaceuticals & Biotech.

KRChoksey

markets: We expect the coverage companies to clock in sales growth of 9.2% Y-o-Y (+2.5% Q-o-Q) in Q3FY24E. This should be aided by growth in India Pharma Market (IPM) which is expected to clock in ~8.6% Y-o-Y growth in Q3FY24 driven by recovery in Acute segment sales; partially offset by onset of festive season, destocking of channel inventory and high base effect in November 23.

Pharmaceuticals & Biotech.

SECTOR | 20 Nov 2023

Top Sector Ideas Pharma - Q2FY24

Pharmaceuticals & Biotech.

Axis Direct

Top Sector Ideas Pharma - Q2FY24

Pharmaceuticals & Biotech.

SECTOR | 18 Oct 2023

Subdued growth in IPM; US and other markets to drive sales momentum

Pharmaceuticals & Biotech.

KRChoksey

Indian Pharma Market (IPM) is expected to grow in the range of 4.0%-4.5% in Q2FY24E compared to 13.1% in Q2FY23, driven by significant reduction in volume growth (-4% YoY in Q2FY24 against +4.9% YoY in Q2FY23) and a slight dip in price growth (+5% YoY in Q2FY24E against +6.5% YoY in Q2FY23); however, new product launches will witness slightly higher growth (+3.1% YoY in Q2FY24 compared to +1.6% YoY in Q2FY23), despite a slower offtake in acute segment in Q2FY24E and a higher base.

Pharmaceuticals & Biotech.

SECTOR | 10 Oct 2023

Pharma - Q2FY24 - Earnings Preview

Pharmaceuticals & Biotech.

Axis Direct

Pharma - Q2FY24 - Earnings Preview

Pharmaceuticals & Biotech.

SECTOR | 24 Aug 2023

Q1FY24 result review : US glows, margin revival next

Pharmaceuticals & Biotech.

ICICI Securities Limited

Windfall from the ongoing drug shortages and traction in gRevlimid sales in the US drove 16% / 45% / 41% YoY increase in revenue / EBITDA / PAT in Q1FY24 for the pharma companies under our coverage. Gross and EBITDA margins rose 300bps / 440bps YoY to 65.3% / 23.8% on an aggregate basis.