Sun Pharmaceutical Industriesは、3月期決算で堅調な売上高と利益の増加を記録した。同社は、投資の増加やマイルストーン収入の減少により、EBITDA利益率に圧力がかかっていると指摘した。来年度の見通しは、着実ながらも緩やかな成長を示唆している。
インドの同製薬メーカーは、国内の処方薬事業における強靭さを強調した。このセグメントは、市場全体の状況下でも引き続き堅調な業績を維持している。
Indian pharmaceutical companies Dr Reddy's and Cipla reported weaker results for the June quarter due to falling profits in the US market. Their domestic operations performed better and provided some offset. Analysts lowered earnings estimates for future years as a result.
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Corporate India posted robust revenue increases during the March 2026 quarter. However, rising input costs and a weaker rupee pressured operating margins across many companies.
Market expert Sunil Subramaniam has advised caution for investors amid geopolitical uncertainty and rising input costs. He highlighted consumer durables, capital goods and public sector banks as preferred sectors.
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Dr Reddy's Laboratories expects a gradual recovery in the current fiscal year after a profit decline last year. Growth in India, Europe, and emerging markets is offsetting pressures in the US business. New product launches and margin improvements are set to support expansion.