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Prabhudas Lilladher Report
In our coverage universe, we expect Q3 FY21E Revenue/Ebitda/profit before tax growth of 9%/30%/42% YoY for pharmaceuticals companies whereas Revenue/Ebitda/PBT growth of 22%/28%/32% YoY for diagnostic companies.
We assume,
1. India formulations core portfolio growth to be only in mid/lower-single digit for most companies even after marketing activities and spends reach pre-Covid-19 level.
2. U.S. QoQ growth to be company-specific with selective products driving growth while specialty products sales to be better and also reached pre-Covid-19 levels,
3. Emerging market’s and Rest-of-world growth could rationalize after higher growth in Q2 due to clearance of order backlog due to logistic restriction in Q1.
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