4 Oorjita research notes discuss Lupin.
On February 25, the US Department of Commerce announced preliminary countervailing duties (CVD) of approximately 126% on Indian solar module imports.
Mankind Pharma is India’s 4th largest pharmaceutical company by domestic market value, with a diversified presence across prescription pharmaceuticals, consumer healthcare/OTC, and exports.
Indian pharma experiencing bifurcation - diversified players (Lupin, Cipla) thriving; single-product-dependent players (Natco with Revlimid) struggling.
Strong YoY growth in revenue and profitability, margin expansion, and operational efficiency despite loss of PLI benefits.
