Pfizer Ltd. share price target

Recent launches, new SKUs to drive numbers : Pfizer collectively addresses 15 therapy areas in the domestic formulations with a portfolio of more than 125 products that include therapeutics & vaccines. The company has been continuously restructuring its portfolio to...

Pfizer’s Q1FY27 performance was in line with our expectations. Revenue growth of 8.3% YoY is likely to be supported by traction in Zavicefta and Eliquis. In Dec’25, Pfizer out-licensed four brands — Corex Dx and Corex LS, Dolonex and Neksium — to Cipla.

Pfizer, in its FY26 annual report, has highlighted key brands like Prevenar-13, Eliquis and Zavicefta as primary revenue growth drivers.

FY26 growth reflects focus on structural changes formulations with a portfolio of more than 125 products that include therapeutics & vaccines. The company has been continuously restructuring its portfolio to...

Q3FY26 - Strong Revenue growth and margins- Revenues grew ~20% to ~ 645 crore, driven by growth in power brands such as Mucaine (Antacid), Eliquis (CVS), among others. Brands such as Minipress XL (CVS), and Becosules (VMS) also registered moderate growth. On the other hand, there was a de-growth in other power brands such as Corex DX (cough syrup), Dolonex (pain management) and Prevnar 13 (pneumococcal vaccine). EBITDA grew 56% with a strong margin expansion of 824 bps YoY to 35.4%. GPM grew by 169 bps to 65.2%. PAT grew 11% with a...

Pfizer’s Q2FY26 revenue grew at a faster pace of 9.1% YoY, surpassing IPM growth of ~8%. Rebound in growth across key brands has helped the company grow faster in the otherwise prevalent sluggish growth scenario for acute therapies.

Pfizer’s Q2FY24 revenues declined by 9.8%, marred by a weak season for acute products and the recall of three key brands Magnex, Magnamycin and Zoysn. Gross margins contracted 40bps YoY, but recovered 503bps QoQ to 64.4% as the impact of mandated price cuts on NLEM products was partially offset by better product mix.

Pfizer’s Q1FY24 performance was marred by recall of three key brands - Magnex, Magnamycin and Zoysn. These had annual sales of INR 1.4bn in FY23. Gross margin contracted 420bps YoY at 59.4%, also impacted by mandated price cut on NLEM products.

Q4FY23 marked a turnaround in Pfizer’s performance as the declining revenue trend (down 7% in FY23) was arrested in Q4, which saw a 4% YoY rise. The turnaround was driven by traction in key brands such as Magnex, Corex DX, Dolonex, Minipress XL and Prevenar-13.

Pfizer’s Q2FY23 performance beat our estimates on the profitability front driven by strong control over costs. Revenue was flat YoY (+7.5% QoQ) at Rs6.4bn (I-Sec: Rs.6.4bn).

Pfizer’s Q1FY23 performance beat our estimates on the profitability front driven
by strong control over costs. Revenues declined 20.9% YoY (+7.9% QoQ) to Rs 5.9bn (I-Sec: Rs 5.9bn) on a high covid-led base.

About the stock: Pfizer collectively addresses 15 therapy areas in the domestic formulations with a portfolio of over 150 products that include therapeutics & vaccines. The company has been continuously restructuring its portfolio in the last...

About the stock: Pfizer collectively addresses 15 therapy areas with a portfolio of over 150 products that include therapeutics & vaccines. The company has been continuously restructuring its portfolio in the last few years to improve the...

About the stock: Pfizer collectively addresses 15 therapy areas with a portfolio of over 150 products that include therapeutics & vaccines. The company has been continuously restructuring its portfolio in the last few years to improve the...

Besides legacy NLEM/GST related adjustments, Pfizer has been continuously restructuring its portfolio in the last few years to improve the productivity of its core brands and also in accordance with development at the parent level. Despite stagnant turnover growth (FY16-21 CAGR of ~2%), the company has delivered margin improvement on a fairly consistent basis (FY21 EBITDA margin of 31.8% vis--vis FY16 EBITDA margins of 21.5%;...

Asian markets are trading in the green as investors react to the approval of Pfizer's Covid-19 vaccine and data from Japan showed improving business sentiment in three months to December. Nikkei is trading higher by 0.70%; Hang Seng is trading higher by 0.04% and Shanghai is trading higher by 0.15..