logo
Sun Pharma Q4 preview: Analysts expect 18% jump in profit; check details

Sun Pharma Q4 preview: Analysts expect 18% jump in profit; check details

Sun Pharma Q4 results preview: Pharmaceutical major Sun Pharmaceutical Industries is expected to report decent set of numbers in the March 2025 quarter (Q4 FY25) on the back of continued expansion of speciality products like Odomzo and Ilumya in emerging markets (EM) and the rest of the world (ROW). In addition, new product launches are expected to boost the company's leadership in branded generics in India, according to analysts.
Sun Pharma Q4 results 2025 date: The company is scheduled to announce its fourth quarter results on Thursday, May 22, 2025.
Sun Pharma Q4 results: Profit expectations
Sun Pharma Q4 results: Revenue expectations
The pharma major's revenue for the quarter under review is expected to increase 13 per cent to ₹13,550 crore, on average, as compared to ₹11,982.9 crore in the corresponding quarter of the previous fiscal. On a sequential basis, revenue is expected to remain flat compared to ₹13,675 crore in the December 2024 quarter.
Brokerages expected the company's earnings before interest, tax, depreciation and amortisation (Ebitda) to increase nearly 20.5 per cent to ₹3,726 crore in Q4FY25 compared to ₹3,091.5 crore in the year-ago period.
Here's how analysts expect Sun Pharma to perform in Q4 FY25:
Phillip Capital: Analysts at Phillip Capital expect Sun Pharma to report 14 per cent growth in sales on account of sustained double-digit growth in US speciality, ramp up in gRevlimid sales and sustained growth in domestic formulations. The company's margins are likely to stand at 28 per cent, led by sustained momentum in Revlimid sales, US speciality business and domestic formulation, resulting in a 25 per cent increase in Ebitda. With stable operating performance, earnings are likely to grow 22 per cent on a yearly basis but decline sequentially.
Nirmal Bang Institutional Equities: The domestic brokerage firm expects Sun Pharma's Q4 revenue to increase 15 per cent Y-o-Y, on the back of continuous growth in Winlevi, Ilumya, and Cequa along with ramp up of gRevlimid. The company's India business is likely to grow 11 per cent Y-o-Y, led by gains across segments. 'ROW and EMs should expand 20 per cent and 35 per cent, respectively, owing to the launch of Ilumya in China and other new products. Ebitda margin is expected to remain strong at 27.2 per cent,' the brokerage said.
HDFC Securities: Analysts at HDFC Securities expect the pharma major's US generic business to grow sequentially, led by gRevlimid sales and steady Taro sales. Speciality sales are also expected to grow 10 per cent Y-o-Y. Steady gross margin and costs will lead to Ebitda margin expansion.
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Bharti Airtel Q1 Results Preview: Brokerages see up to 198% YoY PAT growth on subscriber gains, stable ARPU. 6 things to watch out for
Bharti Airtel Q1 Results Preview: Brokerages see up to 198% YoY PAT growth on subscriber gains, stable ARPU. 6 things to watch out for

Economic Times

time17 hours ago

  • Economic Times

Bharti Airtel Q1 Results Preview: Brokerages see up to 198% YoY PAT growth on subscriber gains, stable ARPU. 6 things to watch out for

1. PAT Live Events 2. Revenue 3. EBITDA 4. EBITDA Margin 5. ARPU (Average Revenue Per User) 6. Subscriber Base (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Telecom major Bharti Airtel will announce its Q1 earnings on Tuesday, August 5 where the company is expected to report a healthy set of numbers for the first quarter of FY26, with analysts expecting solid year-on-year growth in profits, revenues, and additions, especially in the 4G segment, moderate improvement in ARPU, and continued momentum in Africa operations are expected to be key PAT forecasts vary due to exceptional items in prior quarters, underlying operational metrics suggest a steady expansion in core performance. Analysts will watch closely for updates on 5G rollout, capex trends, and possible tariff hikes.– PhillipCapital: Rs 8,539 crore, up 36% YoY and down 102% QoQ– Nuvama: Core PAT at Rs 6,711 crore, up 129% YoY and up 28% QoQ– MOFSL: Rs 6,100 crore, up 108.6% YoY– Kotak Equities: Rs 6,461 crore, up 55.3% YoY and down 41.4% QoQ JM Financial : Rs 11,904 crore, up 198.2% YoY and up 9.3% QoQ– PhillipCapital: Rs 49,603 crore, up 23% YoY, up 4%– Nuvama: Rs 49,615 crore, up 28% YoY, up 3% QoQ– MOFSL: Rs 48,600 crore, up 26.2%– Kotak Equities: Rs 38,506 crore, up 25.2% YoY and 0.7% QoQ– JM Financial: Rs 49,584 crore, 27.6% YoY and 2.5% QOQNuvama builds 2.6% QoQ growth in revenue with 4.3% QoQ growth for the India business and 2.7% QoQ increase (in INR terms) for the Africa business. India mobile services business to grow by 3.4% QoQ, driven by subscriber addition, it expects revenue to be driven by India wireless, homes, and Africa.– PhillipCapital: Rs 29,353 crore, up 36% YoY and down 12%– Nuvama: Rs 28,237 crore, up 41% YoY and up 3% QoQ– MOFSL: Rs 27,300 crore, 38.8% YoY– Kotak Equities: Rs 19,708 crore, 38.9% YoY and up 1.4% QoQ– JM Financial: Rs 28,410 crore, 41.5% YoY and up 3.3% QoQEBITDA is expected to remain robust, led by gains in India wireless, broadband, and Africa segments. MOFSL warns that weak enterprise performance and absence of one-off reversals may cap upside. PhillipCapital's sequential drop may reflect base effect or elevated Read: Adani Ports Q1 preview: PAT may jump up to 26% YoY, revenue to rise in double-digits on robust volumes. Check 4 likely takeaways – PhillipCapital: 59.2%, up from 51.2% YoY but down from 56.4% QoQ– Nuvama: 1.4% qoq– Kotak Equities: 56.8%, up 559 bps YoY and 36 bps QoQMargins are expected to stay strong YoY, with minor QoQ expansion. Kotak highlights better subscriber mix and ARPU, while Nuvama expects stable margin trends amid moderate revenue growth.– PhillipCapital: Rs 247.9 vs Rs 210 YoY and Rs 246.6 QoQ– MOFSL: Rs 248, +1% QoQ– Kotak Equities: Rs 250 versus Rs 245 in Q4FY25Nuvama in its note said that ARPU growth is expected to remain has estimated subscribers at 362.4 million in Q1, which is a net addition of 0.8 million with 4G subscribers standing at 279.6 million, an uptick of 2.8 million in the quarter under sees 3.5 million wireless net additions and 5.5 million 4G net additions while Kotak Equities has pegged wireless net additions at 3.5 additions remain positive, though growth has moderated. Analysts note that 4G penetration continues to improve steadily, which supports ARPU and key monitorables will be the company's progress on 5G adoption, capex trajectory, and future tariff hikes.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)

Bharti Airtel Q1 Results Preview: Brokerages see up to 198% YoY PAT growth on subscriber gains, stable ARPU. 6 things to watch out for
Bharti Airtel Q1 Results Preview: Brokerages see up to 198% YoY PAT growth on subscriber gains, stable ARPU. 6 things to watch out for

Time of India

time17 hours ago

  • Time of India

Bharti Airtel Q1 Results Preview: Brokerages see up to 198% YoY PAT growth on subscriber gains, stable ARPU. 6 things to watch out for

Telecom major Bharti Airtel will announce its Q1 earnings on Tuesday, August 5 where the company is expected to report a healthy set of numbers for the first quarter of FY26, with analysts expecting solid year-on-year growth in profits, revenues, and EBITDA. Subscriber additions, especially in the 4G segment, moderate improvement in ARPU, and continued momentum in Africa operations are expected to be key drivers. While PAT forecasts vary due to exceptional items in prior quarters, underlying operational metrics suggest a steady expansion in core performance. Analysts will watch closely for updates on 5G rollout, capex trends, and possible tariff hikes. 1. PAT – PhillipCapital: Rs 8,539 crore, up 36% YoY and down 102% QoQ – Nuvama: Core PAT at Rs 6,711 crore, up 129% YoY and up 28% QoQ – MOFSL: Rs 6,100 crore, up 108.6% YoY – Kotak Equities: Rs 6,461 crore, up 55.3% YoY and down 41.4% QoQ – JM Financial : Rs 11,904 crore, up 198.2% YoY and up 9.3% QoQ 2. Revenue – PhillipCapital: Rs 49,603 crore, up 23% YoY, up 4% – Nuvama: Rs 49,615 crore, up 28% YoY, up 3% QoQ – MOFSL: Rs 48,600 crore, up 26.2% – Kotak Equities: Rs 38,506 crore, up 25.2% YoY and 0.7% QoQ – JM Financial: Rs 49,584 crore, 27.6% YoY and 2.5% QOQ Nuvama builds 2.6% QoQ growth in revenue with 4.3% QoQ growth for the India business and 2.7% QoQ increase (in INR terms) for the Africa business. India mobile services business to grow by 3.4% QoQ, driven by subscriber addition, it said. MOFSL expects revenue to be driven by India wireless, homes, and Africa. 3. EBITDA – PhillipCapital: Rs 29,353 crore, up 36% YoY and down 12% – Nuvama: Rs 28,237 crore, up 41% YoY and up 3% QoQ – MOFSL: Rs 27,300 crore, 38.8% YoY – Kotak Equities: Rs 19,708 crore, 38.9% YoY and up 1.4% QoQ – JM Financial: Rs 28,410 crore, 41.5% YoY and up 3.3% QoQ EBITDA is expected to remain robust, led by gains in India wireless, broadband, and Africa segments. MOFSL warns that weak enterprise performance and absence of one-off reversals may cap upside. PhillipCapital's sequential drop may reflect base effect or elevated costs. Also Read: Adani Ports Q1 preview: PAT may jump up to 26% YoY, revenue to rise in double-digits on robust volumes. Check 4 likely takeaways 4. EBITDA Margin – PhillipCapital: 59.2%, up from 51.2% YoY but down from 56.4% QoQ – Nuvama: 1.4% qoq – Kotak Equities: 56.8%, up 559 bps YoY and 36 bps QoQ Margins are expected to stay strong YoY, with minor QoQ expansion. Kotak highlights better subscriber mix and ARPU, while Nuvama expects stable margin trends amid moderate revenue growth. 5. ARPU (Average Revenue Per User) – PhillipCapital: Rs 247.9 vs Rs 210 YoY and Rs 246.6 QoQ – MOFSL: Rs 248, +1% QoQ – Kotak Equities: Rs 250 versus Rs 245 in Q4FY25 Nuvama in its note said that ARPU growth is expected to remain moderate. 6. Subscriber Base PhillipCapital has estimated subscribers at 362.4 million in Q1, which is a net addition of 0.8 million with 4G subscribers standing at 279.6 million, an uptick of 2.8 million in the quarter under review. MOFSL sees 3.5 million wireless net additions and 5.5 million 4G net additions while Kotak Equities has pegged wireless net additions at 3.5 million. Subscriber additions remain positive, though growth has moderated. Analysts note that 4G penetration continues to improve steadily, which supports ARPU and monetisation. The key monitorables will be the company's progress on 5G adoption, capex trajectory, and future tariff hikes.

Midcaps, smallcaps stocks to buy: Inox Wind, Radico Khaitan to UPL — Experts suggest 12 shares for the short term
Midcaps, smallcaps stocks to buy: Inox Wind, Radico Khaitan to UPL — Experts suggest 12 shares for the short term

Mint

timea day ago

  • Mint

Midcaps, smallcaps stocks to buy: Inox Wind, Radico Khaitan to UPL — Experts suggest 12 shares for the short term

Midcap and smallcap stocks to buy: One of the fundamental rules of stock market investing is to stick to large-cap stocks during periods of uncertainty, as they tend to be more stable than their mid- and small-cap counterparts. The Indian stock market is facing heightened uncertainty this year, driven by US President Donald Trump's tariff policies, persistent foreign capital outflows, and lacklustre corporate earnings. As a result, investors appear to be steering clear of mid- and small-cap stocks, instead favouring large-cap companies with broader market presence, stronger balance sheets, and a healthier growth outlook. As of August 1, equity benchmark Sensex has gained 3 per cent year-to-date, while the BSE Midcap index has declined 3 per cent. The BSE Smallcap index has lost nearly 5 per cent this year so far. Experts point out that while mid- and small-cap stocks offer upside opportunities due to their ability to grow rapidly, they are also vulnerable to market volatility and external headwinds. However, they add that one should not completely avoid mid- and small-cap stocks, as despite the plethora of headwinds, these segments have plenty of opportunities. Darshil Shah, Senior Research Analyst at HDFC Securities, said that given the backdrop of subdued earnings in Q1 FY26, persistent FPI outflows, and uncertainty regarding the US tariffs, a cautious approach is warranted around mid- and small caps. "It would not be prudent to completely avoid them, as investors would miss out on long-term growth opportunities. The domestic macroeconomics continue to remain strong, and the structural growth story for India remains intact despite temporary external headwinds," said Shah. "Investors must look for companies with a resilient business model, good corporate governance and manageable debt levels with higher domestic exposure in the mid and small caps as long-term wealth creation opportunities," Shah said. Ajit Mishra, SVP of research at Religare Broking, highlighted that in the current environment of weak earnings, persistent FPI outflows, and global uncertainties such as Trump's tariff threats, the broader mid and small-cap segments appear expensive and increasingly vulnerable. That said, the market has turned more stock-specific than theme-driven. "While broader market valuations remain elevated, select fundamentally strong companies with clear long-term growth drivers still present compelling opportunities. In this backdrop, a bottom-up investment approach focused on quality names is essential. Return expectations should remain moderate and aligned with fundamentals, rather than chasing momentum," said Mishra. Here are 12 stocks from the mid and small-cap segments that experts suggest buying for the short term. Take a look: Colgate-Palmolive has broken out above its recent consolidation with strong volumes, signalling fresh buying momentum. The stock is trading above key moving averages, confirming its bullish trend. RSI is also positive, indicating sustained strength without overbought conditions. "A move above ₹ 2,272 can lead to targets of ₹ 2,500. The stock's price structure shows higher highs, supporting further upside. Traders can consider buying at current levels while maintaining a stop-loss at ₹ 2,100 to manage risk effectively," said Tapse. Inox Wind has seen strong buying interest after rebounding from support near ₹ 140. The stock has moved above short-term averages with improving volumes, suggesting continued momentum. RSI is trending upward, reflecting bullish sentiment. "Sustaining above ₹ 153 can drive the stock toward ₹ 178 in the short term. Positive price action and higher lows strengthen the outlook. Traders may consider fresh buying positions while placing a strict stop-loss at ₹ 140 to control downside risk," Tapse said. Jyothy Labs is witnessing steady accumulation, supported by rising volumes and strong price action. The stock is trading above its short-term moving averages, indicating a bullish setup. RSI is also in an upward trend, suggesting further upside potential. "A sustained move above ₹ 337 could push the stock toward ₹ 380 in the near term. Traders may consider fresh entries at current levels while maintaining a stop-loss at ₹ 315 to safeguard against market volatility," said Tapse. Lemon Tree has regained strength after holding above ₹ 150, backed by strong buying interest. The stock is trading well above its short-term averages, signalling positive momentum. RSI remains supportive, highlighting potential for further gains. "A breakout above current levels can take the stock toward ₹ 165 in the short term. The chart shows higher lows, reflecting sustained demand. Traders may buy at current levels with a stop-loss at ₹ 140 to manage risk effectively," Tapse said. Afcons Infrastructure has given a volume-backed breakout above ₹ 400, suggesting fresh bullish momentum. The stock is trading above both its 20-day and 50-day averages, reinforcing strength. RSI is also in a positive zone, pointing toward continued upside. "Sustaining above ₹ 403 can take it toward ₹ 480. Price action indicates a strong upward trend with higher highs and strong support. Traders should consider buying with a stop-loss at ₹ 360 to manage risk while targeting higher levels," Tapse said. RHI Magnesita India has given a breakout of its falling trendline on the daily timeframe, signalling a potential trend reversal. The rise in volumes on the buying day reflects strong buying interest and participation from bulls. Ichimoku analysis shows the price is trading above the base line, conversion line, and Ichimoku cloud, confirming the shift to an uptrend, said Kamble. Kamble said the momentum indicator RSI is trading in the higher zone, supporting the security's bullish momentum. Moreover, Kamble highlighted that DI+ is above DI-, which indicates a positive trend, while ADX above DI- confirms strength in the ongoing up move. Netweb has recently broken above its key resistance, accompanied by rising volumes, indicating strong buying interest. The price closing above the breakout zone reflects renewed bullish momentum. Kamble highlighted that the Ichimoku analysis suggests the price is trading above the base line, conversion line, and Ichimoku cloud, confirming alignment with an ongoing uptrend. The RSI is holding in the higher range, reinforcing bullish momentum and suggesting continued upside potential. DI+ is above DI- indicating buyer dominance, while ADX crossing above DI highlights strengthening trend momentum, said Kamble. Radico Khaitan has broken above its key resistance level and is currently trading at an all-time high with rising volumes. This price action reflects strong buying interest and indicates that bullish momentum is dominating the trend. Kamble said the Ichimoku analysis shows the stock is trading well above the base line, conversion line, and Ichimoku cloud, confirming alignment with a bullish trend and suggesting continued upward momentum. The momentum indicator RSI is positioned in the higher range, indicating strong positive momentum and supporting the ongoing bullish bias. DI+ is above DI-, reflecting buyer dominance, while ADX trading above the directional indicators highlights strength in the uptrend, said Kamble. UPL remains in a long-term uptrend, forming higher highs and higher lows. After hitting a recent swing high, the stock has retraced to its demand zone, offering a potential buying opportunity. "A reversal from current levels could resume the uptrend. A sustainable breakout above ₹ 735 would confirm bullish continuation, potentially leading to an upside target range of ₹ 800– ₹ 820," said Matalia The RSI is currently at 56, indicating a healthy pullback with potential for reversal. The stock trades comfortably above its key moving averages, suggesting strong underlying strength. "Buying on dips can be considered as long as the stock holds above ₹ 670, with a stop loss placed at ₹ 650. A breach below this level may weaken the technical structure and would require reassessment of the position," said Matalia. Delhivery is showing strong bullish momentum following a V-shaped recovery from lower levels. "The stock has recently seen a breakout above the key resistance level of ₹ 450, and a sustained hold above this zone would confirm renewed bullish strength, potentially triggering the next leg of the rally," said Matalia. RSI stands at 61.35, reflecting strong momentum and upward direction. The stock has bounced from its short-term EMA and is holding comfortably above all key moving averages, providing solid technical support. "Traders can consider buying at current levels, with opportunities to add on dips near ₹ 435, while maintaining a stop loss at ₹ 420. On the upside, the stock may head towards the target range of ₹ 520– ₹ 535, supported by the ongoing positive structure. A sustained move below ₹ 420 would weaken the bullish setup and warrant reassessment," said Matalia. Vishal Mega Mart is in a well-defined uptrend, forming a sequence of higher highs and higher lows. The stock is currently consolidating near its upper range, showing strength around key resistance. "A breakout and close above ₹ 145 could trigger a fresh upward move, potentially leading to an upside target range of ₹ 155– ₹ 158," said Matalia. RSI is at 61.35 and pointing toward a positive crossover, signalling growing momentum. The stock is respecting its short-term and medium-term EMAs, which are acting as reliable support zones. "The overall trend remains bullish, and buying can be considered on a breakout above ₹ 145, with a stop loss at ₹ 134 to manage risk. A move below this level may signal short-term weakness and require a reassessment of the setup," said Matalia. Marico has been in a consolidation phase near its all-time highs. The stock has recently shown signs of accumulation at the lower end of the range, backed by consistent volumes. The stock has recently shown signs of accumulation at the lower end of the range, backed by consistent volumes. "A breakout above ₹ 725 could lead the stock towards its swing high of ₹ 745, and a sustained move above that level may open the path for new highs in the range of ₹ 780– ₹ 800," said Matalia. RSI stands at 51.71 and has shown a positive crossover, indicating renewed bullish momentum. Marico is trading near its short-term and medium-term EMAs, and holding above these levels adds strength to the setup. "Traders can consider buying on a breakout above ₹ 725, while maintaining a stop loss at ₹ 675 to manage downside risk. A move below this level would weaken the bullish structure and call for a reassessment," said Matalia. Read all market-related news here Read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The views and recommendations expressed are those of individual analysts or broking firms, not Mint. We advise investors to consult with certified experts before making any investment decisions, as market conditions can change rapidly and circumstances may vary.

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store