India Pharma Q3 Results Preview - Expect A Strong Quarter Led By U.S.: Systematix

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy. .Systematix Research Report.Few Indian pharmaceutical companies are expected to reap benefits of a strong flu season in Q3 FY23. The gTamiflu capsule market in the U.S. has expanded by more than 200% YoY and the gTamiflu suspension market has grown by more than 500% YoY. Notably, we expect Ajanta Pharma Ltd.’s gTamiflu to drive significant growth in the U.S. business due to a low base. Other Indian pharma companies including Lupin Ltd., Zydus Lifesciences Ltd., Natco Pharma Ltd., Strides Pharma Ltd. and Alembic Pharma Ltd. should gain on higher gTamiflu sales in Q3 FY23. We expect Sun Pharmaceutical Industries Ltd. to record a strong U.S. performance and high single digit growth in the India business which should help maintain its growth trajectory. We expect some of Dr. Reddy’s Laboratories Ltd's gRevlimid sales to stick in Q3 FY23. Custom synthesis revenue of Divi’s Laboratories Ltd. should come under pressure with Molnupiravir sales coming off the base completely..Click on the attachment to read the full report:.Consumer Electricals - Year-Long Underperformance Merits A Revisit: Systematix.DISCLAIMERThis report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime..Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

India Pharma Q3 Results Preview - Expect A Strong Quarter Led By U.S.: Systematix

Few Indian pharmaceutical companies are expected to reap benefits of a strong flu season in Q3 FY23.

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