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  • Sun Pharma.Inds.

    Sun Pharma is moving ahead with specialty product launches in the US i.e. Ilumya, Seciera and Yonsa as well as launch of Xelpros after recent approval. However the specialty products are expected to see slower ramp-up due to competition. Sun Pharma’s ...

    Reduce Reco. Price: 431.30

  • Natco Pharma

    Natco Pharma has benefitted from the launch of complex, low-competition drugs in US market (gVidaza, gForsenol, gCopaxone and gTamiflu). Natco/Mylan’s gCopaxone gained ~21% market share by end of Q2FY19. However, gaining further market share has prove...

    Buy Reco. Price: 711.30

  • Lupin

    Lupin is facing high competition and pricing pressure in key products such as gGlumetza and gFortamet. While successful audits by Health Canada (Pithampur-II) and UK-MHRA (Goa) have eased some regulatory pressure, USFDA clearance to the Goa/Pithampur-II pla...

    Sell Reco. Price: 823.00

  • Jubilant Life

    We expect revenue/PAT CAGR of 15.6%/14.6% respectively over FY18-20E. The stable price erosion in the US market and product rationalizations are expected to improve performance of generic business. Company also expects accelerated approval to some of its AN...

    Buy Reco. Price: 756.20

  • Ipca Labs.

    USFDA has barred entry of drugs manufactured at Ipca’s troubled facilities (Ratlam, Indore SEZ and Silvassa). Ipca plans to invite USFDA to inspect one of its facilities and clearance remains vital for growth. Assuming clearance to all three facilitie...

    Reduce Reco. Price: 790.00

  • Aditya Birla Cap

    We expect ABFL to report ~25% AUM CAGR over FY18-20E, led by higher focus on retail, SME and mid-corporate segments along with branch expansions and better CAR. Focus on product and customer diversification, strong brand, exploiting technology platform and ...

    Buy Reco. Price: 97.20

  • PNB Housing

    The company’s loan book growth is expected to improve due to focus on affordable housing scheme and regional penetration. Moreover, its a well-known brand and the lowest cost of funding provides it a competitive advantage over its peers. Its disti...

    Buy Reco. Price: 935.00

  • Ujjivan Fin.Ser.

    As per RBI regulatory requirement, Ujjivan Financial will have to list its Small Finance Bank by January 2020, this will result in a dual listing of the bank and the holding company. This could lead to deepening discount on the currently listed ent...

    Buy Reco. Price: 216.00

  • Mahindra Logis.

    With GST implementation, manufacturing companies would focus on achieving logistic efficiencies through consolidating regional warehouses to centralized locations. This would, in turn drive 3PL logistics companies like Mahindra Logistics. MLL is expected to...

    Accumulate Reco. Price: 519.00

  • Granules India

    Company has de-risked its business by reducing dependence on Paracetamol by aggressively growing its finished dosages (FD) business (revenue share of 45% in Q2FY19 vs. 29% in FY12). This will further decline once GIL commercializes gMetformin (500/750 mg &n...

    Buy Reco. Price: 85.35