Sun Pharma ke Liye Nayi Raah?
Sun Pharmaceutical Industries Ltd. ek popular company hai, aur iske baare mein Nirmal Bang ne ek report nikali hai. Report mein kuch challenges ki baat ki gayi hai, lekin overall Sun Pharma ke future ko lekar positive nazariya hai. Chaliye dekhte hain detail mein kya hai!
Challenges Kya Hain?
Report mein bataya gaya hai ki Sun Pharma ko kuch dikkaton ka samna karna pad raha hai. Marketing ka kharcha badh gaya hai, tax bhi zyada lag raha hai, aur America mein generic medicines ki prices bhi kam ho rahi hain. Is wajah se, Nirmal Bang ne apne estimates mein thoda badlav kiya hai.
Lekin, Umeed Abhi Baaki Hai!
In challenges ke bawajood, Nirmal Bang ka manna hai ki Sun Pharma long term mein acha karegi. Unka kehna hai ki company India mein branded medicines ke market mein strong hai, aur global specialty pharma mein bhi uske paas acha mauka hai.
Revlimid Se Fayda?
Report mein Revlimid ki sales ke baare mein bhi baat ki gayi hai. Nirmal Bang ka anuman hai ki FY26 mein $176 million aur FY27 mein $123 million ki sales ho sakti hai. Yeh ek important factor hai jo Sun Pharma ki performance ko affect karega.
Target Price Kya Hai?
Nirmal Bang ne Sun Pharma ke stock ka target price Rs 2,024 rakha hai. Unka kehna hai ki stock ka five-year average P/E 25x hai, lekin ab woh ise FY27E earnings per share ke 35x par value kar rahe hain. Is wajah se unhone Buy rating maintain ki hai.
ICICI Securities Ka View
Ek aur report, ICICI Securities ki, Pharma Q4 Results Review mein India ke traction ko healthy bataya gaya hai. Lekin, unhone gRevlimid ko lekar uncertainty ki bhi baat ki hai.
Disclaimer: Important Note
Yeh report ek external party ne likhi hai. NDTV Profit iski accuracy ki guarantee nahi deta hai aur na hi uski koi responsibility leta hai. Is section ki contents investment advice nahi hai. Investment karne se pehle apne advisor se zaroor consult karein. Report mein diye gaye views author entity ke hain, NDTV Profit ke nahi.
