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India Pharma Sector Check – Favorable Risk Reward: 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

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

  1. likely easing of inflationary pressures,

  2. expected easing of price erosion pressure in the U.S.,

  3. monetisation opportunities in complex generics, and

  4. 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.

Click on the attachment to read the full report:


This 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.

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