&w=3840&q=100)
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.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Mint
2 hours ago
- Mint
Stocks to buy for short term: Nagaraj Shetti suggests SJVN, Berger Paints shares; do you own?
Stock market today: The Indian stock market experienced widespread buying, which propelled the Sensex and Nifty 50 benchmarks to rise by more than 1% during intraday trading on Thursday, June 5. The Sensex started at 81,196.08, compared to its prior close of 80,998.25, and surged over 900 points, or 1%, reaching an intraday peak of 81,911.13. Meanwhile, the Nifty 50 commenced at 24,691.20 against its previous close of 24,620.20 and climbed over 1% to an intraday high of 24,899.85. Market analysts suggest that investor optimism is driven by potential advancements in the India-US trade agreement and expectations for a rate reduction by the Reserve Bank of India's Monetary Policy Committee (MPC). Over the past several weeks, Indian stock markets have outperformed global indices as volatility persists in international markets due to looming US reciprocal tariffs. Moreover, a favourable inflation report in India has also provided some support to domestic equity indexes. Nagaraj Shetti of HDFC Securities expects Nifty 50 short-term trend remains positive and the next overhead resistance to be watched at 24,850. Nagaraj Shetti recommends SJVN, and Berger Paints shares to buy in the near-term. Nifty 50 witnessed follow-through upmove so far on Thursday and is currently trading higher by 90 points. Nifty 50 has been moving in a broader high low range of 24,500-25,000 levels over the last couple of weeks and is currently bouncing back from near lower end of a range. The short-term trend remains positive and the next overhead resistance to be watched at 24,850. A decisive upside breakout of this hurdle could open more upside in the near term. Nagaraj Shetti of HDFC Securities recommends these two stocks to buy in the short-term - SJVN Ltd, and Berger Paints India Ltd. After witnessing a healthy downward correction in the last couple of weeks, the SJVN share price has bounced back so far this week. Bullish pattern like higher tops and bottoms is intact as per weekly chart. Volume pattern and RSI shows positive indication. Berger Paints share price has surged up sharply on Thursday after shifting into a larger consolidation pattern recently. The stock price has also broken above the hurdle of down sloping trend line at ₹ 570 and is currently trading higher. Volume expanded during upside breakout in the stock price and RSI shows positive indication. Disclaimer: The views and recommendations above are those of individual analysts, experts and broking companies, not of Mint. We advise investors to check with certified experts before making any investment decision.
&w=3840&q=100)
Business Standard
2 hours ago
- Business Standard
Dr Reddy's Labs rallies 4%, hits over four-month high; here's why
Share price of Dr. Reddy's Laboratories today Shares of Dr. Reddy's Laboratories hit an over four-month high at ₹1,301.70, as they rallied 4 per cent on the BSE in Thursday's intra-day trade after the pharma company and Alvotech entered into a collaboration and license agreement to co-develop, manufacture and commercialize a biosimilar candidate to Keytruda (pembrolizumab) for global markets. At 09:24 AM; the stock was trading 3.8 per cent higher at ₹1,300.10, as compared to 0.17 per cent rise in the BSE Sensex. The counter saw huge trading volume, with a combined 700,000 shares changing hands on the NSE and BSE. Currently, the stock trades at its highest level since January 2025. It had hit a 52-week high of ₹1,420.20 on August 21, 2024. Meanwhile, in the past one month, Dr. Reddy's has outperformed the market by surging 11 per cent. In comparison, the BSE Sensex was up 0.6 per cent and BSE Healthcare index gained 1.6 per cent during the same period. What's fuelling the 4% rally in Dr. Reddy's stock price? Alvotech, a global biotech company specializing in the development and manufacture of biosimilar medicines for patients worldwide, and Dr. Reddy's Laboratories, along with its subsidiaries, today announced that the companies have entered into a collaboration and license agreement to co-develop, manufacture and commercialize a biosimilar candidate to Keytruda (pembrolizumab) for global markets. Keytruda (pembrolizumab) is indicated for the treatment of numerous cancer types. In 2024, worldwide sales of Keytruda were $29.5 billion. The collaboration combines Dr. Reddy's and Alvotech's proven capabilities in biosimilars, thereby speeding up the development process and extending the global reach for this biosimilar candidate. Under the terms of the agreement, the parties will be jointly responsible for developing and manufacturing the biosimilar candidate and sharing costs and responsibilities. Subject to certain exceptions, each party will have the right to commercialize the product globally. Catch Stock Market Updates Today LIVE JM Financial Institutional Securities views on Dr Reddy's post Q4 results Analysts at JM Financial Institutional Securities maintain a 'BUY' rating on Dr. Reddy's Labs with a target price of ₹1,418. The brokerage firm expects the FY26 topline to grow at 23 per cent with Earnings before interest, taxes, depreciation and amortisation (EBITDA) margins to remain at similar levels as FY25. Analysts said they revised FY26E topline upwards by 8 per cent on account of expected Revlimid sales being greater than those earlier anticipated. Beyond FY26, Semaglutide and Biosimilars (including Abatacept) are expected to drive business performance. Dr. Reddy's plans to be present in all Semaglutide markets losing exclusivity in CY26, while Abatacept is scheduled for launch in CY27. 'We believe the street is underestimating the Semaglutide opportunity for Dr. Reddy's. While it may not fully replace Revlimid sales, it could substantially mitigate the earnings decline in FY27. Though Canada, Brazil, India and China are the key Sema markets losing protection in CY26, a number of Emerging Market countries too are going off patent and thus we have increased our FY27E sales by 5 per cent leading to a 6 per cent increase in FY27E EBITDA,' JM Financial Institutional Securities said in the Q4 result note. Further, Indian Pharma companies are entering lower earnings growth phase post FY26, thus the brokerage firm said they have reduced the 1 year forward P/E multiple by 19 per cent to 21x. At a 21x PE on FY27 EPS, the stock remains attractive compared to peers. About Dr. Reddy's Laboratories Dr. Reddy's Laboratories is a global pharmaceutical company headquartered in Hyderabad, India. Driven by the company's purpose of 'Good Health Can't Wait', the company offers a portfolio of products and services including active pharmaceutical ingredients (APIs), generics, branded generics, biosimilars and OTC. Dr Reddy's major therapeutic areas of focus are gastrointestinal, cardiovascular, diabetology, oncology, pain management and dermatology. The company's major markets include - the US, India, Russia & CIS countries, China, Brazil, and Europe.
New Indian Express
4 hours ago
- New Indian Express
Indian indices open mildly positive on Thursday
CHENNAI: Benchmark indices opened on a mildly positive note on Thursday, reflecting cautious optimism amid subdued global cues. The BSE Sensex rose by 137 points (0.17%) to hover around 81,136, while the Nifty50 inched up 38 points (0.15%) to 24,658 in early trade. The top gainers today in the opening trade under Sensex were Eternal, Power Grid, Sun Pharma, Reliance Industries, M&M, HCL Tech, Adani Ports and NTPC. While the key losers included Bajaj Finance and Bajaj Finserv, Axis Bank, Nestle India, HUL, Tata Motors and Titan. Broader Markets & Sectoral Trends Nifty MidCap 100 was up 0.36% on Thursday in the start, while Nifty SmallCap 100 rose mildly by 0.69%. Among sectoral indices, Nifty Pharma was 1.0% up, led by gains in Dr Reddy's Lab. Nifty Realty and Nifty FMCG were also up by 0.5% and 0.1% respectively.
