Thread by @MarketLearner_

How were the Pharma results?
Who Outperformed?
Who Underperformed?

A #Thread🧵

#StockMarket #StockMarketIndia #Stocks #Investing #Investment #Q1FY23

@mystock_myview @KommawarSwapnil @kuttrapali26 @harrie007 @TheFactFindr @anand1377 @suru27 @sahil_vi @mishika_chamria

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First, lets have a quick look on how the results were📊

👉Q1 FY23 was the fourth consecutive quarter where in the pharma companies were impacted by surging cost pressures. Elevated raw material prices, higher freight costs & normalization of marketing + promotional spends escalated the costs overall.

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👉Q1 FY23 was a weak quarter for pharma companies. The performance was marred by higher cost pressures as elevated raw material costs, freight costs & increased operating expenses leading to OPM contraction.

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Now, lets have a look at the geography wise performance🌍

👉The performance of India focused companies was weak, while the US business witnessed an easing of pricing pressures across most of the therapy segments which points to improvement ahead. Revenue growth was healthy but elevated cost pressures led to decline in margins.

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A quick news on USFDA inspections👮

👉Plants of players like Zydus Life Sciences, Sun pharma & Aurobindo were inspected by the USFDA & it ended with a form 483 being issued.

👉Cipla's Goa plant is still undergoing USFDA inspection.

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Now, lets see some long term growth triggers📈

👉Long-term opportunities in the US with increasing preference for specialty/complex generics and injectables.

👉Expected healthy growth in IPM.

👉Emerging opportunities in the API space.

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Now, lets have a look on the key risks🛑

👉Adverse regulatory changes
👉Delays in plant inspections
👉Currency volatility

Are some key risks which the pharma companies can face.

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Now, lets have a look on the outperformers🔺📈

👉Outperformers in Q1 FY23 include Divis Labs, Torrent Pharmaceuticals, Laurus Labs, Caplin Point Labs.

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Now, lets have a look on the underperformers🔻📉

👉Underperformers in Q1 FY23 include Metropolis Healthcare, Medplus Health Services, Alembic Pharmaceuticals.

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Now, lets look at the pharma index & have a technical understanding as well💹

Nifty Pharma chart analysis in weekly time frame.

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I hope you liked this thread. Let me know if you want similar kind of thread for other sectors or companies. What do you want next?

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Thanks for reading,
The Market Learner