|
12 Sep 2025 |
Sun Pharmaceutical
|
Consensus Share Price Target
|
1616.60 |
1930.16 |
- |
19.40 |
buy
|
|
|
|
|
31 May 2023
|
Sun Pharmaceutical
|
Geojit BNP Paribas
|
1616.60
|
1101.00
|
975.35
(65.75%)
|
Target met |
Buy
|
|
|
|
|
30 May 2023
|
Sun Pharmaceutical
|
BOB Capital Markets Ltd.
|
1616.60
|
1130.00
|
959.60
(68.47%)
|
Target met |
Buy
|
|
|
Q4 revenue in line but adj. PAT 9% above consensus at Rs 21.8bn (+46% YoY) on account of strong margins
|
|
30 May 2023
|
Sun Pharmaceutical
|
SMC online
|
1616.60
|
|
959.60
(68.47%)
|
|
|
|
|
|
|
29 May 2023
|
Sun Pharmaceutical
|
Sharekhan
|
1616.60
|
1123.00
|
975.35
(65.75%)
|
Target met |
Buy
|
|
|
|
|
28 May 2023
|
Sun Pharmaceutical
|
Prabhudas Lilladhar
|
1616.60
|
1140.00
|
969.90
(66.68%)
|
Target met |
Buy
|
|
|
|
|
27 May 2023
|
Sun Pharmaceutical
|
ICICI Securities Limited
|
1616.60
|
1160.00
|
969.90
(66.68%)
|
Target met |
Buy
|
|
|
Sun Pharmaceutical’s (Sun) Q4FY23 performance was decent, aided by traction in specialty portfolio, India branded and launch of Revlimid in the US. Specialty business sales contribution had increased to 16.6% in FY23 (14% in FY22) and key assets like Ilumya, Winlevi and Cequa will likely improve the share to 21% by FY25E.
|
|
27 May 2023
|
Sun Pharmaceutical
|
ICICI Direct
|
1616.60
|
1140.00
|
969.90
(66.68%)
|
Target met |
Buy
|
|
|
|
|
27 May 2023
|
Sun Pharmaceutical
|
Motilal Oswal
|
1616.60
|
1160.00
|
969.90
(66.68%)
|
Target met |
Buy
|
|
|
|
|
01 Feb 2023
|
Sun Pharmaceutical
|
ICICI Direct
|
1616.60
|
1210.00
|
1014.90
(59.29%)
|
Target met |
Buy
|
|
|
|
|
01 Feb 2023
|
Sun Pharmaceutical
|
ICICI Securities Limited
|
1616.60
|
1001.00
|
1034.50
(56.27%)
|
Target met |
Hold
|
|
|
Sun Pharmaceutical’s (Sun) Q3FY23 performance was largely in line with our estimates. Consolidated revenue grew 12.9% YoY to Rs111.4bn (I-Sec: Rs110.5bn) driven by US and emerging market sales. EBITDA margin stood at 26.0% (I-Sec: 26.6%). Specialty portfolio grew 10.7% QoQ to US$223mn (ex- milestone income) led by growth in Ilumya and Winlevi.
|