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CDMO COMPANIES IMPACT
The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...- Sweet pills: How pharma stocks delivered bumper returns to Indian investors, defying 2026 whiplashIndian pharma stocks are outperforming the market, offering strong returns to investors. This resilience is driven by robust domestic deman...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- Geopolitical stability will decide market’s next move: Sandip SabharwalIndian equity markets are holding above 24,000, buoyed by improving sentiment and steady earnings, though geopolitical tensions remain a co...
- Crude awakening: Chemical companies face margin pressure as oil-linked costs surge amid geopolitical tensionsRising crude oil prices are pressuring chemical sector margins due to increased feedstock and energy costs. Despite this, the Nifty Chemica...
- Markets to enter prolonged “drag phase,” not deep correction: Vikas KhemaniMarket expert Vikas Khemani anticipates a consolidation phase for Indian equities rather than a sharp breakout, citing persistent global ma...
- Rising bond yields, oil prices keeping markets on edge; selective bets still emerging: Pankaj PandeyGlobal markets are under pressure due to rising bond yields and geopolitical tensions. Higher crude oil prices are a key concern, potential...
- Buy the chaos: Why Kashyap Javeri says market volatility is an investor's best friend right nowFund Manager Kashyap Javeri views market corrections as opportunities, not warnings. He advocates for investing during volatility, highligh...
- Sun Pharma deal: Perception changer for Indian pharma sector? 10 pharma stocks with upside potential of up to 38%The Indian pharma sector made its initial global forays almost a quarter century ago. Companies sought out markets abroad, learnt to deal w...
- Now is the time to start deploying money into markets, says Nitin Raheja; here's where to lookIndian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer...
- Why smallcap funds are still a buy: A long-term strategy from Aditya KhemaniSmallcap valuations seem high but underlying fundamentals have improved. Aditya Khemani of Invesco Mutual Fund sees this as a structural sh...
- Trump tariffs hit patented drugs: Jefferies, Nomura explain impact on pharma stocksThe US has slapped up to 100% tariffs on patented drugs, sparing generics and biosimilars but exposing India’s speciality pharma players. S...
- Piramal Pharma shares in focus after USFDA issues form 483 for Kentucky unitPiramal Pharma's US facility inspection concluded with four observations from the FDA. The company expects a voluntary action indicated cla...
- US Tariffs: Only Sun Pharma exposed to some headline risk, but with limited earnings impactUS tariffs on patented drugs begin October 1. Indian drug makers will likely see limited impact. Generic medicines are exempt from these ne...
- Market to stay in sideways zone without earnings boost; CDMO’s the best way to play pharma: Dipan MehtaDipan Mehta of Elixir Equities suggests the pharma sector is facing headwinds from potential US tariffs, impacting margins amid strong comp...
- US tariffs will have minimal impact on Indian pharma service companies like CDMOs: ReportExporters can pass on cost increases to consumers, and the favourable USD/INR exchange rate and increased outsourcing opportunities are exp...
- Divi's Lab stock slips on US supply worries"While the exact revenue from Entresto-related supplies is undisclosed, it contributes a meaningful share to the overall business. However,...
- Piramal Pharma targets to double revenue in 5 yearsPiramal Pharma aims to achieve $2 billion in annual revenue with a 25% operating margin by fiscal 2030, driven by its CDMO business. The co...
- Akums Pharma placed at a vantage point in pharma growthAkums Drugs &Pharma, a prominent contract development and manufacturing company in India, launched an ₹1,856-crore IPO with ₹680 crore in f...
- Laurus Labs net profit rises 15% to Rs 233 crore in Q2FY23The company had reported a net profit of Rs 202 crore during the same period of the previous year. On a quarter-on-quarter (QoQ) basis , th...
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