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Easing headwinds which dragged Lupin's financials in the base quarter, along with healthy sales in the US are likely to lift financials for the drugmaker in Q1.
Net Sales are expected to decrease by 6.2 percent Y-o-Y (up 3.2 percent Q-o-Q) to Rs 4,007.1 crore, according to ICICI Direct.
Net Sales are expected to decrease by 0.7 percent Y-o-Y (up 9.2 percent Q-o-Q) to Rs 4,240.2 crore, according to Prabhudas Lilladher.
Net Sales are expected to increase by 6.3 percent Y-o-Y (down 3.3 percent Q-o-Q) to Rs 4,021.7 crore, according to Prabhudas Lilladher.
Net Sales are expected to increase by 0.6 percent Y-o-Y (down 1.6 percent Q-o-Q) to Rs 3,802.8 crore, according to Prabhudas Lilladher.
Net Sales are expected to increase by 17 percent Y-o-Y (up 9.1 percent Q-o-Q) to Rs 4,127.6 crore, according to KRChoksey.
Net Sales are expected to increase by 20.6 percent Y-o-Y (up 12.5 percent Q-o-Q) to Rs 4,256 crore, according to ICICI Direct.
Net Sales are expected to increase by 3.5 percent Y-o-Y (down 0.9 percent Q-o-Q) to Rs. 3,979 crore, according to Sharekhan.
Guidance for launches and traction in the US in the second half of FY21 and update on albuterol market share after its launch in the American market would be key things to watch out for.
The company expects specialty portfolio to breakeven in FY22.
Motilal Oswal feels domestic formulation business is expected to drive revenue growth, but US sales may decline 10 percent YoY.
The company expects to launch more than 15 products in US in FY21.
Motilal Oswal expects EBITDA margin to grow 470 bps to 18.6 percent YoY on account of superior product mix and better operating leverage
Net Sales are expected to increase by 6.2 percent Y-o-Y (down 5.1 percent Q-o-Q) to Rs. 4,195.2 crore, according to Emkay.
Net Sales are expected to increase by 14.6 percent Y-o-Y to Rs. 4,324.2 crore, according to Prabhudas Lilladher.
Narnolia expects EBITDA margin to decline by 171 bps YoY to 15.9 percent in Q4FY19 on account of increased remediation cost related to inspection in Somerset and Mandideep facilities.
Net Sales are expected to increase by 2.1 percent Y-o-Y (down 7.2 percent Q-o-Q) to Rs. 4,061 crore, according to Prabhudas Lilladher.
Net Sales are expected to increase by 0.4 percent Y-o-Y (up 1 percent Q-o-Q) to Rs. 3,991 crore, according to ICICI Direct.
For Lupin, Credit Suisse sees margin improving but weak Tamiflu season could be an overhang.
Resolution of the warning letter at Lupin's Goa and Indore sites is also the key event to watch out for in second half of FY19.
Net Sales are expected to decrease by 2.9 percent Y-o-Y (down 0.4 percent Q-o-Q) to Rs. 3,840 crore, according to HDFC Securities.
Net Sales are expected to increase by 0.4 percent Y-o-Y (up 2.9 percent Q-o-Q) to Rs. 3,969 crore, according to Sharekhan.
Net Sales are expected to increase by 2 percent Y-o-Y (up 4.6 percent Q-o-Q) to Rs. 4,032.1 crore, according to ICICI Direct.
Net Sales are expected to increase by 6.1 percent Y-o-Y (up 1.7 percent Q-o-Q) to Rs. 4,104.2 crore, according to Kotak.
"For the first time after six consecutive quarters, the pharma companies under our coverage will report double digit YoY growth of 13 percent in revenues,” said HDFC Securities