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Reports Archive
Date Heading Pages Author Download
Feb-17 Demonetization impact subsides but full recovery in IPM not clear 21 Emkay Research
Feb-17 Q3 Review: Margin beat but core EBITDA weak 9 Religare Research
Feb-17 Biosimilar Opportunity For Indian Players 3 Nirmal Bang
Feb-17 Speeding up FDA approvals, negative for generics; positive for CRAMS 3 Emkay Research
Jan-17 Have USFDA inspections on Indian facilities peaked out? 4 Emkay Research
Jan-17 Truth vs Hype 143 HDFCSec
Jan-16 India to steer Q3 as US slowdown to continue 28 ICICI Direct
Jan-17 Expect mixed bag performance 12 Anand Rathi
Jan-17 Range-bound Performance Likely 2 Nirmal Bang
Jan-17 Some companies surfacing inspite of headwinds 7 IDBI Capital
Jan-17 Q3FY17 result preview 9 ICICI Securities
Jan-17 Pricing pressure in the US to keep growth under check 20 Motilal Oswal
Jan-17 Seasonality, currency ban cramp Dec sales 11 Religare Research
Jan-17 3QFY17E Results Preview 8 HDFC Securities
Jan-17 Muted performance to continue 16 Edelweiss Securities
Jan-17 Q3 Preview: Anaemic Quarte 9 Religare Research
Dec-16 November IPM pick up indicates stronger December growth 21 Emkay Research
Dec-16 Chronic propels growth 37 HDFC Securities
Dec-16 Pricing probe in the US dampens sentiment... 28 ICICI Direct
Dec-16 India PharmaScope 11 Religare Research
Nov-16 Back to struggling days 21 Emkay Research
Nov-16 IPM growth moderates in October 2016 22 Motilal Oswal
Nov-16 India PharmaScope 10 Religare Research
Nov-16 Drug pricing probe: Storm in a teacup? 6 Edelweiss Securities
Oct-16 US region continues to fret 4 IDBI Capital
Oct-16 IPM maintains double digit growth trajectory 22 Motilal Oswal
Oct-16 Structural play; better earnings growth momentum ahead ICICI Securities
Oct-16 Q2FY17 results preview ICICI Securities
Oct-16 Q2FY17E Results Preview 3 India Nivesh
Oct-16 Time to realise true potential 194 Edelweiss Securities
Oct-16 Muted performance to continue 14 Edelweiss Securities
Sep-16 Time to re-focus, woes continue, pick ripe fruits 87 IDBI Capital
Sep-16 IPM reclaims double digit growth territory 22 Motilal Oswal
Sep-16 Growth revives but sustainability uncertain 23 Emkay Research
Sep-16 Health Check - Sep 16 25 ICICI Direct
Sep-16 Strong volume-led growth in Aug'16 11 Religare Research
Sep-16 Early signs of growth recovery 23 Emkay Research
Aug-16 Q1 earnings in line; midcap pharma gallops... 31 ICICI Direct
Aug-16 IPM growth recuperates in July 2016 22 Motilal Oswal
Aug-16 IPM growth recuperates in July 2016 22 Motilal Oswal
Jul-16 NLEM price cuts, FDC ban weigh on growth 10 Religare Research
Jul-16 India Healthcare: 1QFY17 preview 20 Nomura Securities
Jul-16 1QFY17 Result Preview - Mixed Performance Likely 2 Nirmal Bang
Jul-16 Q1FY17 Results Preview - Moving towards better times 14 Centrum
Jul-16 Is the tide turning positive? 6 Motilal Oswal
Jul-16 The rapidly healing brands 26 Centrum
Jul-16 IMS May 2016 sales analysis 15 Nomura
Jun-16 India Pharma - Despite underperformance in near past, structural drivers intact 43 Anand Rathi
Jun-16 Healthcare Annual Update - Course correction drive after turbulent FY16 41 ICICI direct.com
Jun-16 IPM: Hamstrung by FDC ban; Glenmark and DRL shine 23 Emkay Research
Jun-16 Cipla - Roadmap to doubling sales by 2020 12 Motilal Oswal
Jun-16 Pharmaceutical - Realigning to ground realities 43 Edelweiss Securities
Jun-16 Pharma Sector - Q4FY16 Results Review 11 India Nivesh
Jun-16 India Pharmaceuticals - Q4 Review: R&D costs, price erosion dent margins 9 Religare Research
May-16 May-16 Sales Estimates Compact UVs to drive PV growth 4 Motilal Oswal
May-16 Regulatory factors impacted IPM growth in April-2016 22 Motilal Oswal
May-16 Sun enters new orbit; reports positive phase III 27 ICICI Direct
May-16 US generics weekly wrap 6 Nomura
May-16 India PharmaScope - April sees weakest growth in last two years 9 Religare Research
May-16 India filings rise, multiple exciting products in the pipeline 4 Emkay Research
Apr-16 Tough FDA stance on data integrity issues 11 Nomura
Apr-16 Data integrity issues at another Indian CRO 7 Edelweiss Securities
Apr-16 Exclusivity launches, currency to drive Q4... 29 ICICI Direct
Apr-16 IPM growth moderates in March 2016 22 Motilal Oswal
Apr-16 US generics weekly wrap 6 Nomura
Apr-16 Mixed Performance Likely 2 Nirmal Bang
Apr-16 Q4 Preview: Strong quarter led by US & India 11 Religare Research
Apr-16 4Q16 preview 9 Credit Suisse
Apr-16 Strong earnings to provide respite from bad news 14 Edelweiss Securities
Apr-16 US generics weekly wrap 6 Nomura
Apr-16 IMS Feb 2016 sales data review 16 Nomura
Mar-16 US generics weekly wrap 5 Nomura
Mar-16 IPM growth picked up in February 2016 22 Motilal Oswal
Mar-16 Government slaps ban on some FDCs... 26 ICICI Direct
Mar-16 US Generics Weekly 5 Nomura
Feb-16 US Generics weekly 6 Nomura
Feb-16 Q3 performances driven by US exclusivities... 31 ICICI Direct
Feb-16 India Corporate Health Tracker 25 Credit Suisse
Feb-16 IPM growth slowed down in January 2016 22 Motilal Oswal
Feb-16 Q3 Review: More ups than downs 8 Religare Research
Feb-16 Subdued showing 8 Religare Research
Feb-16 Indian pharma growth normalizes in December 2015 18 Motilal Oswal
Jan-16 Q4 DMF Filings, Mix of Respiratory and Derma filings 4 Emkay Research
Jan-16 Subdued Q3 expected; Cadila warning letter... 28 ICICI Direct
Jan-16 India formulation: Maintain healthy growth 21 Prabhudas Lilladher
Jan-16 Bounce off a low base 9 IDFC
Jan-16 Modest growth in Dec'15 9 Religare Research
Jan-16 Q3 Preview: Favourable base to buoy growth 10 Religare Research
Dec-15 Healthcare IPOs; warning letter for Sun... 26 ICICI Direct
Dec-15 Centrum Pharma Day 10 Centrum Research
Dec-15 November growth moderates off a high base 8 Religare Research
Dec-15 Venezuela- Flogging a dead horse? 6 Nomura
Dec-15 Oct-15 IMS sales data review 10 Nomura
Nov-15 Pharmaceuticals Time to Evolve 125 Edelweiss Securities
Nov-15 Q2 Review: Buffeted by headwinds 7 Religare Research
Nov-15 DRL warning letter, India slowdown in Q2... 31 ICICI Direct
Nov-15 Delay in festive month drives annual growth 21 Prabhudas Lilladher
Nov-15 Q3 DMF Filings 4 Emkay Research
Nov-15 Sep-15 IMS sales data review 11 Nomura
Oct-15 US generics weekly 9 Nomura
Oct-15 Health Check 26 ICICI Direct
Oct-15 Steady growth 10 IDFC
Oct-15 2QFY16F results preview 23 Nomura
Oct-15 IPM growth snapshot 5 Nomura
Oct-15 Growth opportunities; premium valuations to persist 85 Anand Rathi
Oct-15 Indian pharma: Volume growth comes off in Sep'15 20 Motilal Oswal
Oct-15 Q2FY16 Preview: A grim quarter 7 Religare
Oct-15 Aug-15 IMS sales data review 12 Nomura
Oct-15 US generics weekly update 6 Nomura
Sep-15 Health Check 25 ICICI Direct
Sep-15 Weak INR – Uneven gains 11 IDFC
Sep-15 Non-NLEM drugs drive double digit growth 21 Prabhudas Lilladher
Sep-15 IPM growth snapshot 5 Nomura Securities
Sep-15 US generics weekly update 5 Nomura Securities
Sep-15 Currency movements a mixed bag 6 Emkay Research
Aug-15 Upbeat Q1 numbers, Lupin acquisition... 29 ICICI Direct
Aug-15 Steeplechase run continues amid new hurdles 29 ICICI direct.com
Aug-15 IPM growth snapshot 5 Nomura Securities
Jul-15 Weekly TRx trends and approvals 5 Nomura Securities
Jul-15 Health Check 26 ICICI Direct
Jul-15 Volume pick-up encouraging in 1QFY16 20 Motilal Oswal
Jul-15 India formulations: Double-digit growth continues to thrive 21 Prabhudas Lilladher
Jul-15 Q2 CY15 DMF Filings, A mellow quarter 3 Emkay Research
Jul-15 Mixed Performance Likely 3 Nirmal Bang
Jul-15 Q1FY16E Results Preview 13 IndiaNivesh
Jul-15 US marketing feedback 5 Nomura
Jun-15 India pharmaceuticals 47 Nomura
Jun-15 Q4 numbers mixed; Margins under pressure... 30 ICICI Direct
Jun-15 Indian pharma market: Growth moderates in May-2015 20 Motila Oswal
Jun-15 Changing Contours of Indian Medical Device Industry 6 Care Research
Jun-15 US opportunity remains the best growth bet 17 IIFL
Jun-15 IMS data for the week ended 22 May 2015 6 Nomura
Jun-15 Building in recovery 24 Edelweiss
May-15 Hyderabad visit: Multiple factors shift growth drivers to FY17 12 Prabhudas Lilladher
May-15 Indian Pharma Market - Starting the fiscal on high note 20 Motilal Oswal
May-15 IMS data for the week ended 8 May 2015 4 Nomura
May-15 India formulations: Double digit growth retains momentum 21 Prabhudas Lilladher
May-15 April 2015 sales growth of 17.5% - AIOCD 6 Nomura
May-15 IMS data for the week ended 1 May 2015 4 Nomura
Apr-15 Mixed Performance Likely 3 Nirmal Bang
Apr-15 High base, fewer approvals to hit Q4 28 ICICI Direct
Apr-15 Sales growth slowdown to continue 28 Nomura
Apr-15 Currency headwind, fewer approvals to affect 4Q performance 20 Motilal Oswal
Apr-15 Lupin's Celon DPI deal is a game changer 8 IIFL
Apr-15 Fortified capabilities, sustained growth 150 Motilal
Mar-15 Natco/Mylan's IPR Attack on Copaxone 40 mg Patents 2 Sunidhi
Mar-15 IMS data for the week ended 13 Mar 2015 4 Nomura
Mar-15 Euro depreciation: Who gets impacted? 6 Motilal Oswal
Mar-15 February performance points to a stellar 4QFY15 20 Motilal Oswal
Mar-15 India formulations achieves highest growth since 2012 21 Prabhudas Lilladher
Mar-15 India - IMS monthly sales review 8 Nomura
Feb-15 Slow approvals + currency headwinds=weak Q3 30 ICICI Direct
Feb-15 Domestic formulations continues its ascension of Growth 21 Prabhudas Liladhar
Feb-15 IMS data for the week ended 30 Jan 2015 4 Nomura
Feb-15 IMS monthly sales review 8 Nomura
Jan-15 Pharma Sector - Monthly Reckoner 9 Nirmal Bang
Jan-15 Growth momentum to have continued 4 Anand Rathi
Jan-15 3QFY15 preview- Slowdown in momentum 29 Nomura
Jan-15 Indian Pharma-Muted earnings growth 4 IDBI Capital
Dec-14 Healthcare - Currency crisis in emerging markets could play spoilsport 6 Motilal Oswal
Dec-14 Pharma - Addition of 52 formulations to spoil momentum of Nov'14 23 Prabhudas Lilladher
Dec-14 India pharmaceuticals - IMS data for the week ended 21 Nov 2014 4 NOMURA
Nov-14 India pharmaceuticals - IMS data for the week ended 14 Nov 2014 4 NOMURA
Nov-14 Health Check - Q2 earning season ends on high note 28 ICICI direct.com
Nov-14 Holidays slows Domestic formulations growth 21 Prabhudas Lilladher
Nov-14 Pharma - Nexium, Valcyte: Ranbaxy's loss, Dr Reddy's gain 3 Prabhudas Lilladher
Nov-14 Pharmaceuticals Sector - Monthly Reckoner 8 Nirmal Bang
Oct-14 Pharma - Formulations enter high growth orbit: IPM 18.8% in Sept'14 22 Prabhudas Lilladher
Oct-14 Health Check - NPPA backs off; new deals keep coming... 25 ICICIdirect.com
Oct-14 India Pharmaceuticals Update 46 Emkay Research
Oct-14 Healthcare - Strong operational performance to continue 19 Motilal Oswal
Oct-14 Q2FY15 Earnings Preview – Pharmaceuticals 2 IDBI Capital
Oct-14 India Pharmaceuticals Update 46 Emkay Research
Oct-14 India Healthcare - Margin expansion to continue 3 Anand Rathi
Oct-14 Pharmaceuticals Sector - Monthly Reckoner 11 Nirmal Bang
Sep-14 Pharma - Uptrend in IPM growth continues with 8.4% growth in August 2014 22 Prabhudas Lilladher
Sep-14 Monthly Reckoner 10 Nirmal Bang
Aug-14 Pharma - Volume gain in NLEM drugs drives 7.2% IPM growth in July 2014 22 Prabhudas Lilladher
Aug-14 Health Check - Exemplary Q1 numbers reignite buying... 25 ICICIdirect.com
Aug-14 Pharmaceuticals Sector - Monthly Reckoner 9 Nirmal Bang
Jul-14 Domestic Pharma: Volume drives 10% growth in June 2014 23 Prabhudas Lilladher
Jul-14 Healthcare - More price controls in India - derogative step for industry 6 Motilal Oswal
Jul-14 DMF: Dr Reddy's, Cipla only exceptions in otherwise tepid filing 9 Prabhudas Lilladher
Jul-14 Pharma - NPPA controls prices of additional products 6 Nomura
Jul-14 US and EU markets witness strong recovery 6 Centrum
Jul-14 Pharma - US Business Likely To Drive Performance 2 Nirmal Bang
Jul-14 1Q15 preview: Dr. Reddy's should surprise positively while Torrent negatively 9 Credit Suisse
Jul-14 Strong growth leads to re-rating 14 Centrum
Jul-14 1QFY15F results preview 32 Nomura
Jun-14 Health Check - IPM growth crawling back to normal... 26 ICICIdirect.com
Jun-14 US generics still a cornucopia of opportunities 78 Motilal Oswal
Jun-14 Para-IV filings, Cases: Lupin's negative surprise in Truvada 7 Prabhudas Lilladher
Jun-14 All round growth drives up IPM growth to 8.1% 20 Prabhudas Lilladher
Jun-14 India Healthcare - Solid quarter; momentum likely to continue 34 Anand Rathi
May-14 Pharmaceuticals - Rupee-led fears overblown; Opportunity to accumulate 3 Emkay Research
Apr-14 Pharma - Domestic market on revival path 6 Centrum
Apr-14 Health Check 21 ICICIdirect.com
Apr-14 4QFY14F results preview 35 Nomura
Apr-14 India Pharmaceuticals - Q4FY14 Preview: Closing on a strong note 8 Religare Research
Apr-14 India pharmaceuticals - Assessing Feb-14 IMS sales data 22 NOMURA
Mar-14 Industry expert meeting takeaways 2 Emkay