Q1: India continues to struggle, core US muted
Cipla’s adj Sales missed our estimates, while adj. EBITDA and adj.PAT beats on the back of the launch of gSensipar..
Shares of Dr Reddy’s Laboratories Ltd have been convalescing. The stock rose 8.5% this past week, contrasting with the Nifty 500 index’s 1.9% gain, as inv..
US sales moderate; Branded formulation growth revives
* Addition in Consumer Wellness segment (Heinz portfolio) leads revenue growth: 1QFY20 sales at INR35b (v/s est. ..
We downgrade CIPLA to NEUTRAL following a mixed 1QFY20 result. Our TP is revised at Rs 565 (22x FY21E EPS). We cut our estimates by 8/9% owing to the slum..
The June quarter results of Indian pharmaceutical firms were encouraging, reflecting that the top companies are on a path to recovery.
First quarter FY20 revenues ..
Growth momentum to continue — maintain LONG
AJP posted a strong 1Q with revenues/EBITDA/PAT outperforming EE by 9% each. Outperformance was led by above-expected..
Mixed Performance; Maintain BUY
Led by weak domestic and EM business, Cipla has delivered a lower-than-expected performance in 1QFY20, with its revenue growing by just..
Pricing-in the growth challenges
Cipla’s stock price has corrected by >15% in the past three months due to weak operational performance in Q1FY20 and concerns..
US/Japan impressive, delivering well on product/geographical mix
Sales up across segments barring API:
Revenue grew 15% YoY to INR44b (our estimate: INR44.8b). US..
Biocon Limited (BIOCON)
BIOCON has witnessed a decent correction and has now retraced closer to its major support zone of long term moving averages (200 EMA) on weekly..
Sun Pharmaceutical Industries Ltd has been getting a dose of some bitter-sweet medicine. Following the Halol plant’s positive review by the US Food and Drug Adminis..
Small hiccup, story is intact
We maintain a BUY on Laurus despite poor operational performance in 1QFY20. After adjusting for lack of scale up in ARV APIs and buoyancy..
Accelya Solutions In Q4 net profit up 32.35% at Rs 24.71 cr
US dollar rises after Fed policy meeting
Rupee rises by 12 paise to Rs 69.05 against dollar
BSNL to offer more data, validity under select prepaid plans
Infosys signs agreement with U.S. IRS; sees lower tax rate
After a 2-year break, RIL resumes drilling in Chevron shale joint venture
Ex-Jet Airways chief Dube joins GoAir as advisor
Major foreign firms set to attend Himachal investor summit
`Lay down emission norms for fire cracker industry`
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