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Dr Reddy’s investment case bolstered by improved margins and product launch guidance

Key drag for the Dr Reddy's is India business. Compared to its peers, it has a low revenue share in India and that too is majorly in the acute category

July 30, 2020 / 02:11 PM IST
Dr Reddy’s investment case bolstered by improved margins and product launch guidance

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Anubhav Sahu Moneycontrol Research Highlights - Broad-based performance across geographic markets offsets domestic weakness - Margin improvement despite higher freight expenses - Beneficiary of steady product launches, near term focus on R&D investment continues - Inorganic opportunity in India could be rerating trigger - Approval for Nuvaring and Copaxone in the US needs to be watched After a strong rally in March and April, the large cap pharma sector is in consolidation mode. But investor interest is likely to return, particularly for companies with a diversified business exposure that lends relative stability...

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