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Anubhav Sahu

Principal Analyst

Moneycontrol Research

IPCA Labs: Domestic beat offsets API weakness

BUSINESS

IPCA Labs: Domestic beat offsets API weakness

The key near-term challenge for IPCA is with respect to API sales. The company expects a softer Q3 due to the supply disruption in Sartan APIs and elevated raw material prices

Explained, the US earnings season

BUSINESS

Explained, the US earnings season

In 2021, earnings have accounted for the lion’s share of S&P 500's total return

Tarsons Products IPO: A play on rapid growth in health care research

BUSINESS

Tarsons Products IPO: A play on rapid growth in health care research

Going forward, research demand in Contract Research Organisations, IVF clinics and diagnostic labs is expected to lead the overall demand for Tarsons Products

Navin Fluorine: Executing multi-year contract template

BUSINESS

Navin Fluorine: Executing multi-year contract template

Navin Fluorine's recent success on new molecule/product launches stems from its in-house R&D at the Surat facility. This new deal is one of them

Vidhi Specialty: Is the margin contraction a worry for the long term?

BUSINESS

Vidhi Specialty: Is the margin contraction a worry for the long term?

We continue to look at Vidhi as the preferred way to play the food colour theme because of its improved operational metrics

Fed tapers, but no tantrum

BUSINESS

Fed tapers, but no tantrum

While the “tapering” is steeper than earlier cycle of 2014, Jerome Powell emphasized its need, given that inflation this time is much higher, job openings are better and “demand is very, very strong”.

Sun Pharma: Fully valued, though performance impressive

BUSINESS

Sun Pharma: Fully valued, though performance impressive

Sales of specialty products during the reporting quarter clocked $157 million against $148 million in Q1FY22 and $108 million in Q2FY21.

Laurus Labs: New growth levers taking shape

BUSINESS

Laurus Labs: New growth levers taking shape

The businesses to track for Laurus Labs, as far as future growth trajectory is concerned, are that of synthesis and biotech

Cadila: Unfolding vaccine opportunity can offset US headwinds

BUSINESS

Cadila: Unfolding vaccine opportunity can offset US headwinds

For a longer term play, Cadila has a promising pipeline for NCEs (New chemical entities), biosimilars and injectables

Dr Reddy’s: Aced by emerging markets' growth

BUSINESS

Dr Reddy’s: Aced by emerging markets' growth

While DRL is hit by pricing erosion in the US business, potential growth in the limited competition products underlines a positive outlook

Lupin: Competitive pressure remains in the US market

BUSINESS

Lupin: Competitive pressure remains in the US market

Lupin guided for 16 percent EBITDA margin in H1 of FY22. While sequentially it indicates normalisation, given the elevated pricing pressure in the US market, execution will be closely monitored

Hikal: 'China plus' opportunity adds to conviction for capex

BUSINESS

Hikal: 'China plus' opportunity adds to conviction for capex

For FY21 and FY22, Hikal is spending close to Rs 600 crore in capacity enhancement, where the major part of the benefit will accrue in FY24

SRF: Inflation can impact capex payback period

BUSINESS

SRF: Inflation can impact capex payback period

For FY22, SRF's capex allocation stands at Rs 1,500-1,800 crore. The capex spent so far is nearly Rs 600 crore, which is expected to go up in H2

Cipla: Focus shifts to FY23 launches

BUSINESS

Cipla: Focus shifts to FY23 launches

In the US market, while the Albuterol opportunity is stabilising for Cipla, traction for Arformoterol and the high-value product launch calendar in H2 FY23 is a key watch

Ami Organics: What should investors do, post recent correction?

BUSINESS

Ami Organics: What should investors do, post recent correction?

According to the management of Ami Organics, the priority for the acquired business of Gujarat Organics is to stabilise revenue and focus on reducing inefficiencies

Gland Pharma: Operating leverage to offset input cost pain

MONEYCONTROL-RESEARCH

Gland Pharma: Operating leverage to offset input cost pain

As far as geographical diversification is concerned, Gland Pharma's foray into non-US markets is expected to accelerate. It's seen to leverage from products already approved in the US for launch in other markets

Syngene: Look beyond the near-term input cost pressure

BUSINESS

Syngene: Look beyond the near-term input cost pressure

Syngene continues to guide for a mid-teen revenue growth in FY22. This appears possible, given the improved demand scenario and the strong traction in H1 FY22

Navin Fluorine: Should investors accumulate the stock, post recent correction?

BUSINESS

Navin Fluorine: Should investors accumulate the stock, post recent correction?

Recent initiatives present a significant opportunity as Navin continues to invest in talent and technology and get new inquiries from innovators

What should investors do with this diagnostic play as COVID cases drop?

BUSINESS

What should investors do with this diagnostic play as COVID cases drop?

Krsnaa Diagnostics presents superior contract execution and scalability in radiology diagnostics

Food colour companies are in capacity overdrive. What next for investors?

BUSINESS

Food colour companies are in capacity overdrive. What next for investors?

Indian food colour industry is set for dominance after the sharp scale-up in capacity expansion and end-market expertise. Vidhi specialty remains our preferred play

China supply crisis: Can India’s chemicals step in?

BUSINESS

China supply crisis: Can India’s chemicals step in?

In the last 20 months, COVID, logistics issues, and, now, power shortages have accelerated the global trend of de-risking the supply chain from China which would benefit the entire Indian chemical industry.

How does the power crunch in China play out for Indian sectors?

BUSINESS

How does the power crunch in China play out for Indian sectors?

China power outages is likely to keep prices of commodities at elevated levels; China-plus theme gets further push

For Sumitomo Chemicals India, speciality is the trump card

BUSINESS

For Sumitomo Chemicals India, speciality is the trump card

The key near-term trigger for Sumitomo Chemical is the manufacturing of technical grade active ingredients for its parent company

Fine Organics glued to green chemicals, may keep valuation premium

BUSINESS

Fine Organics glued to green chemicals, may keep valuation premium

The medium-term growth in earnings for Fine Organics is expected to be driven mainly by volume growth in new capacities, better realisations and normalisation of input costs

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