Pharma sector may see a 7 per cent Y-o-Y growth in reported sales and a 1 per cent increase in Ebitda, led by steady ex-gRevlimid US sales, healthy domestic growth, and favourable forex movements
Pharma stocks have, so far, outperformed the markets in 2026. However, as risk around Trump tariffs resurface, analysts suggest shifting to domestic-focused companies. Here's the investment strategy.
Amol Athawale of Kotak Securities believes that the short-term outlook for Nifty Healthcare remains uncertain and sentiment may turn negative in case the index falls below 13,500 levels.
Among others Dr. Reddy's, Apollo Hospitals, M&M Finance, Muthoot Finance, Tata Power, Balrampur Chini and Sammaan Capital soared up to 20% from recent lows to cross the long-term average, shows data.