In the domestic market, growth is expected to come from Covid-related drugs
After a strong finish to FY21, the key trigger for the stock would be the growth metrics the company will deliver in FY22
Higher raw material costs will put pressure on profitability
Street expects an upward revision in growth guidance; valuation divergence with TCS to narrow
Debt reduction key if the stock is to fetch higher valuation multiples
Higher commodity prices could worsen its margin profile
Recovery in the African and Latin American markets should help exporters post better growth than the domestic market
Access to the private market, international sales are other factors that will impact margins
Valuations, PVC price moderation may, however, keep the stock under pressure
Final nod from DCGI soon, jab likely at $3/dose
March quarter performance is expected to be strong on low base, price hikes
Product mix and salary reinstatement could put pressure on margins
Market share improvement, uptick in margins to sustain gains over the medium term
Stock gains 16 per cent on Q4 show, expectations of sharp reduction in debt
Subscription growth is expected to remain healthy in the near term
Strong US portfolio, margin gains and India business growth to support stock
The Street is bullish about the long-term growth trajectory, but analysts believe the stock is factoring in the near-term upsides. Investors could look at it on dips
The stock surge since listing (up 225 per cent) has taken valuations to nearly 40 times its FY23 earnings estimates. Investors can look at the stock on dips
The expansion is expected to support growth with revenues and profits estimated to rise by 20-25 per cent over the FY20-23 period
Though the growth trajectory remains strong, valuation at 51 times its FY22 earnings estimates is already factoring in most of the growth, say analysts at Edelweiss