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Systematix Research Report
The Indian pharma sector is poised for mid-single to high-single-digit sales growth and margin expansion. Our positive outlook on sector stems from
likely easing of inflationary pressures,
expected easing of price erosion pressure in the U.S.,
monetisation opportunities in complex generics, and
secular growth potential in branded formulations (India and emerging markets).
Tailwinds from a potential cyclical upturn in oral sold pricing in the developed markets and scale up in China market for select players is something we not factored in our estimates, and is a free call option.
News flows on new chemical entity pipeline should improve the medium-to-long-term growth sentiment, and trickle into valuation multiples. Companies now are cash positive, and have strong free cash flow generation, which they could leverage for opportunistic acquisitions.
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