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Bloomberg Quint

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Image Credit: Bloomberg Quint

Buy Sun Pharma, Add Metropolis Lists HDFC Securities Among Others In Pharma, Healthcare; Q1 Results Preview

  • HDFC Securities expects strong performances from Lupin, Ipca, and Torrent in the pharma and healthcare sector, while Aurobindo, Zydus, and Max Healthcare may post muted results.
  • IPM has seen steady growth at 7.2% in Apr/May’25, with a 10% growth in the chronic segment offset by a 6% growth in the acute segment.
  • Pharma coverage is projected to see an 11% YoY sales growth, driven by a rise in India business by 11% YoY and a 2% QoQ growth in US sales.
  • The hospital business is expected to grow by 15% YoY, supported by steady average revenue per occupied beds and M&As such as Max Healthcare.

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