Zydus Lifesciences Ltd. share price target

Cadila Healthcare is India's leading vertically integrated pharmaceutical company. With its presence across the value chain, it manufactures finished dosage forms, active pharmaceutical ingredients, animal healthcare...

In the last two years, KNL has increased its total paint manufacturing capacity by 28% to 5.3 lakh tonnes at an investment of ~| 1100 crore Q3FY22 Results: Lower industrial volume offtake and delay in passing of higher...

Cadila Healthcare (CDH) delivered lower-than-expected 3QFY22 earnings, weighed by lower Domestic Formulation (DF) / US / EM sales and increased operational costs. CDH continues its effort to build the product pipeline and niche launches (including g-Revlimid) for the US market. Even innovation-led products are advancing well in the respective clinical stages of development. We cut our EPS estimates by 2%/4%/4% for FY22E/FY23E/FY24E and reduce PE multiple to 21x (from 25x earlier) to factor in a) moderate growth in the US business over the medium term and b) the weaker outlook on the...

trial of the vaccine on 28,000 volunteers, including 1400 subjects in the age group of 12-17 age group. With favorable and acceptable safety profile, the approval was unique as it allows ZyCoV-D to be administered (first time in India) with adolescent age group (12-17 yrs) along with adult population (18 yrs and above). CDH also applied for 2-dose vaccine which may take another 1-2 months for expert group of DCGI to evaluate its efficacy profile data. Thermo-stability (2-8degree temp. for storage) of the vaccine helps in easing storage and transportation costs. Stock filling of the vaccine and commercial...

Cadila Healthcare is India's leading vertically integrated pharmaceutical company. With its presence across the value chain, it manufactures finished dosage forms, active pharmaceutical ingredients, animal healthcare...

We maintain our earnings estimates for FY23E and decrease FY22E following 12% lower estimates on US generics in the quarter, as all Indian peers currently witnessed headwinds due to strong competition and price erosion....

It has a global presence and sells its products in the US, India, Europe & emerging markets including countries in LatAm, Asia Pacific & Africa Cadila is the fourth largest pharma company in India with 14 brands among...

Cadila Healthcare is India's leading vertically integrated pharmaceutical company. With its presence across the value chain, it manufactures finished dosage forms, active pharmaceutical ingredients, animal healthcare...

We revise upgrade our earnings estimate by 22% in FY23E while marginally decreased by 2.4% in FY22E as we increase estimates of Consumer healthcare, India formulations (with 40+ launches) and EU sales while removing animal healthcare sales from 2HFY22 due to sale of business. The 4QFY21 sales were in-line, while earnings beat our estimates with...

Q4 revenues were in-line with I-direct estimates whereas profitability was higher due to lower-than-expected other expenditure and DTA related adjustments. On the US front, Cadila plans to venture into complex injectables, which is likely to provide meaningful traction from FY23-24 onwards. The wellness segment performance hinges upon Cadila's marketing & distribution prowess besides effective product positioning. India formulations business, after recent restructuring, is likely to stabilise. The company has significantly improved net debt position in FY21 (nearly...