Sharad Avasthi Breaks Down Pharma’s Future. Lupin, Aurobindo Pharma, Piramal, Syngene, Dr Reddy's

Sharad Avasthi, from SMIFS, shares an in-depth analysis of the entire pharma sector, highlighting improved margins driven by price reductions in major markets like the U.S. He acknowledges that while companies are still facing minor logistical challenges, most industry-wide issues have been resolved, leading to a re-rating of many pharma companies. Avasthi offers his insights on Lupin, Aurobindo Pharma, Piramal, and Syngene, and is particularly bullish on Dr. Reddy's due to its strong domestic performance, growth in the U.S. market, and favourable valuations. Watch this video to know more.